Acerca de este Curso
4.7
3 calificaciones
Programa Especializado
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel principiante

Nivel principiante

Horas para completar

Aprox. 11 horas para completar

Sugerido: 4 weeks of study, 2-5 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)
Programa Especializado
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel principiante

Nivel principiante

Horas para completar

Aprox. 11 horas para completar

Sugerido: 4 weeks of study, 2-5 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)

Programa - Qué aprenderás en este curso

Semana
1
Horas para completar
2 horas para completar

Course Overview & General Tax Considerations, Charitable Gifts, and Deductions

In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors....
Reading
8 videos (Total 50 min), 2 readings, 1 quiz
Video8 videos
General Tax Considerations, Charitable Gifts, and Deductions Introduction2m
General Tax Considerations (Part 1)7m
General Tax Considerations (Part 2)7m
Charitable Organizations10m
What is a Charitable Gift?6m
When is a Contribution Deductible? (Part 1)5m
When is a Contribution Deductible? (Part 2)7m
Reading2 lecturas
A Note from UC Davis10m
Attend a Planned Giving Association Meeting10m
Quiz1 ejercicio de práctica
Module 1 Quiz20m
Semana
2
Horas para completar
3 horas para completar

Planned Giving Options and Donor Centered Giving

In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship....
Reading
12 videos (Total 76 min), 1 quiz
Video12 videos
Planned Giving Terminology9m
Charitable Bequests5m
Charitable Gift Annuities3m
Pooled Income Funds3m
Charitable Remainder Trusts4m
Charitable Remainder Unitrust11m
Charitable Lead Trust7m
Identifying Planned Giving Donors6m
Building Relationships with Donors7m
Donor Interest and Strategies (Part 1)5m
Donor Interest and Strategies (Part 2)8m
Quiz1 ejercicio de práctica
Module 2 Quiz20m
Semana
3
Horas para completar
4 horas para completar

Planned Giving Administration

In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options....
Reading
9 videos (Total 69 min), 1 reading, 2 quizzes
Video9 videos
Structure Planned Giving with Legacy Management in Mind10m
Document Gift Acceptance Policies (Part 1)5m
Document Gift Acceptance Policies (Part 2)7m
Document Gift Acceptance Policies (Part 3)5m
Build Relationships Between Investment, Gift, and Accounting Teams9m
Train Staff and Volunteers6m
Provide Donors Clear Disclosures10m
Marketing Fundamentals That Drive Successful Planned Giving11m
Reading1 lectura
Welcome to Peer Review Assignments10m
Quiz1 ejercicio de práctica
Module 3 Quiz20m
Semana
4
Horas para completar
6 horas para completar

Planned Giving Resources

In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors....
Reading
8 videos (Total 49 min), 3 quizzes
Video8 videos
Specimen Agreements: Introduction6m
Specimen Agreements: Charitable Gift Annuity6m
Specimen Agreements: Charitable Trust and Unitrust7m
Specimen Agreements: Retain Life Estate6m
Planned Giving Software7m
Planned Giving Associations12m
Planned Giving Course Summary1m
Quiz1 ejercicio de práctica
Module 4 Quiz20m

Instructor

Avatar

Brian Casey

Assistant Vice Chancellor for Planned Giving

Acerca de University of California, Davis

UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact....

Acerca del programa especializado Fundraising and Development

Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals....
Fundraising and Development

Preguntas Frecuentes

  • Una vez que te inscribes para obtener un Certificado, tendrás acceso a todos los videos, cuestionarios y tareas de programación (si corresponde). Las tareas calificadas por compañeros solo pueden enviarse y revisarse una vez que haya comenzado tu sesión. Si eliges explorar el curso sin comprarlo, es posible que no puedas acceder a determinadas tareas.

  • Cuando te inscribes en un curso, obtienes acceso a todos los cursos que forman parte del Programa especializado y te darán un Certificado cuando completes el trabajo. Se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes auditar el curso sin costo.

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