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$79

Planned Giving

Created by -

Brian Casey
,
University of California, Davis

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English

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Overview

In this comprehensive overview of planned giving, you'll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor's interests and needs with the appropriate planned giving options, and structure a successful solicitation. You'll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.

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USD 79

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Type: Online

This course includes

  • Earn a Certificate upon completion
  • Start instantly and learn at your own schedule.

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course image

USD 79

provider image

Type: Online

This course includes

  • Earn a Certificate upon completion
  • Start instantly and learn at your own schedule.

Taken this course?

Share your experience with other students

Share

Add Review

Planned Giving

Created by -

Brian Casey
,
University of California, Davis

0.00

(0 ratings)

All Levels

Start Date: February 23rd 2021

Course Description

In this comprehensive overview of planned giving, you'll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor's interests and needs with the appropriate planned giving options, and structure a successful solicitation. You'll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.

The information used on this page is how each course is described on the Coursera platform.

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Brian Casey,University of California, Davis

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