Advanced Certificate in Planned Giving Redefined
-- ViewingNowThe Advanced Certificate in Planned Giving Redefined is a comprehensive course that addresses the growing industry demand for professionals with expertise in planned giving. This certificate program dives deep into the technical aspects and best practices of charitable gift planning, providing learners with the essential skills needed to thrive in this rewarding field.
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โข Unit 1: Introduction to Planned Giving Redefined
โข Unit 2: Legal & Tax Considerations in Planned Giving
โข Unit 3: Types of Planned Gifts: Charitable Gift Annuities
โข Unit 4: Types of Planned Gifts: Charitable Remainder Trusts
โข Unit 5: Types of Planned Gifts: Charitable Lead Trusts
โข Unit 6: Planned Giving Marketing Strategies
โข Unit 7: Building a Planned Giving Program
โข Unit 8: Cultivating Planned Gift Donors
โข Unit 9: Stewardship & Recognition of Planned Gift Donors
โข Unit 10: Case Studies in Successful Planned Giving
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