Executive Development Programme in Planned Giving for Education
-- ViewingNowThe Executive Development Programme in Planned Giving for Education is a certificate course designed to provide professionals with the essential skills needed to excel in the rapidly evolving education fundraising industry. This program focuses on Planned Giving, a vital area of advancement that ensures the long-term sustainability of educational institutions.
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Unit 1: Introduction to Planned Giving in Education — Understanding the concept of planned giving and its significance in the education sector.
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Unit 2: Legal & Ethical Considerations — Exploring the legal and ethical aspects of planned giving for education, ensuring compliance and best practices.
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Unit 3: Identifying Prospects — Strategies for identifying potential donors and their motivations for planned giving.
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Unit 4: Building Relationships with Donors — Developing and maintaining lasting relationships with donors through effective communication, stewardship, and engagement.
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Unit 5: Types of Planned Gifts — A comprehensive analysis of various planned giving instruments, such as charitable trusts, gift annuities, and bequests.
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Unit 6: Taxation & Financial Planning for Planned Gifts — Examining the tax benefits and financial implications of planned gifts for donors and educational institutions.
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Unit 7: Marketing and Promotion Strategies — Creating effective marketing campaigns and promotional materials to increase awareness and engagement in planned giving initiatives.
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Unit 8: Stewardship and Recognition Programs — Establishing donor recognition programs and stewardship best practices to maintain relationships and encourage continued support.
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Unit 9: Case Studies & Success Stories — Analyzing real-life examples of successful planned giving programs in the education sector, and learning from their successes and challenges.
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Unit 10: Evaluation and Continuous Improvement — Implementing performance metrics and evaluation strategies, and making data-driven decisions to optimize and enhance planned giving programs.
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