Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability
-- ViewingNowThe Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability is a comprehensive course designed to equip fundraising professionals with the skills needed to create and implement effective planned giving programs. This certificate course is critical for those seeking to build long-term sustainability for their nonprofit organizations, as it provides in-depth knowledge and practical skills in charitable gift planning, donor motivations, and legal and tax considerations.
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โข Planned Giving Fundamentals: Understanding the basics of planned giving, including various types of planned gifts, donor motivations, and the benefits for non-profit organizations.
โข Bequests and Estate Gifts: Exploring the most common form of planned gifts, focusing on wills, trusts, and estate planning.
โข Gift Annuities and Charitable Remainder Trusts: Delving into the details of these popular life-income gift options, discussing their benefits, and learning how to structure and administer them.
โข Charitable Lead Trusts and Gifts of Retirement Assets: Investigating these more complex planned giving strategies, examining the tax benefits, and determining their suitability for different donors.
โข Donor Advised Funds and Community Foundations: Examining the role of these intermediaries in facilitating planned giving, and understanding the benefits and challenges for non-profit organizations.
โข Developing a Comprehensive Planned Giving Program: Outlining the steps required to create and manage a successful planned giving program, including marketing, cultivation, and stewardship strategies.
โข Gift Planning for Specific Constituencies: Analyzing the unique needs and considerations for different donor groups, such as older donors, LGBTQ+ donors, and donors with disabilities.
โข Legal and Ethical Considerations in Planned Giving: Ensuring compliance with relevant laws and regulations, and understanding the ethical principles that guide planned giving practices.
โข Evaluating the Success of a Planned Giving Program: Measuring the impact of planned giving efforts, using metrics and benchmarks, and adjusting strategies for continuous improvement.
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