Planned Giving

Course Overview

What skills and knowledge will you acquire during this course?
During this course, participants will acquire skills and knowledge in the field of planned giving. They will gain an understanding of the basic terminology and concepts related to planned giving, as well as an overview of various planned giving vehicles. Participants will learn how to identify and assess prospective donors, recognize the benefits of planned giving for donors, and match donors' interests and needs with appropriate planned giving options. Additionally, participants will learn how to structure successful solicitations and understand the importance of administering planned gifts to ensure compliance with policies and fulfill obligations to donors.

How does this course contribute to professional growth?
This course on Planned Giving provides a comprehensive overview of the field, introducing participants to the basic terminology and concepts. It covers various planned giving vehicles and teaches participants how to identify and assess prospective donors. Additionally, the course emphasizes the importance of recognizing planned giving benefits for donors and matching their interests and needs with appropriate options. Participants will also learn how to structure successful solicitations and understand the importance of administering planned gifts in compliance with policies and obligations to the donor. The course encourages participants to apply their knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors. Overall, this course contributes to professional growth by equipping participants with the necessary skills and knowledge to excel in the field of planned giving.

Is this course suitable for preparing further education?
This course provides a comprehensive overview of planned giving, introducing basic terminology and concepts in the field. It covers various planned giving vehicles and teaches participants how to identify and assess prospective donors, recognize the benefits of planned giving for donors, and match donors' interests and needs with appropriate options. The course also emphasizes the importance of administering planned gifts to ensure policy compliance and fulfill obligations to donors. Participants will apply their knowledge by developing donor and marketing strategies, working on case studies, networking, and analyzing success factors.