Professional Certificate in Higher Ed Planned Giving
-- ViewingNowThe Professional Certificate in Higher Ed Planned Giving is a comprehensive course designed to equip learners with the essential skills necessary for successful fundraising in the education sector. This program emphasizes the importance of planned giving in higher education, providing a deep understanding of charitable gift planning vehicles, donor qualification, cultivation, and stewardship.
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⢠Introduction to Planned Giving: Understanding the basics of planned giving, including the definition, benefits, and types of planned gifts.
⢠Bequests and Wills: Learning about the most common type of planned gift, including how to structure a bequest and the legal considerations involved.
⢠Charitable Trusts: Exploring the different types of charitable trusts, such as charitable remainder trusts and charitable lead trusts, and how they can benefit both the donor and the institution.
⢠Gift Annuities: Understanding the mechanics of gift annuities, including how they are structured, how they provide income to the donor, and the tax benefits associated with them.
⢠Gift Planning Strategies: Learning about various gift planning strategies, such as bundling gifts, using retirement plan assets, and making gifts of real estate.
⢠Donor Motivations: Understanding the motivations of donors who make planned gifts, including their desire to make a significant impact, their interest in tax benefits, and their personal values.
⢠Ethics and Legal Considerations: Exploring the ethical and legal considerations involved in planned giving, including the importance of maintaining donor confidentiality, complying with IRS regulations, and avoiding conflicts of interest.
⢠Developing a Planned Giving Program: Learning how to create and implement a successful planned giving program, including strategies for identifying potential donors, building relationships, and promoting planned giving opportunities.
These units cover the essential knowledge and skills required for a professional certificate in higher education planned giving. The primary keyword is "planned giving," and secondary keywords include "bequests," "charitable trusts," "gift annuities," "gift planning strategies," "donor motivations," and "planned giving program." The content is straightforward, concise, and easy to read in a plain HTML format.
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