课程信息

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第 4 门课程(共 4 门)
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初级
完成时间大约为14 小时
英语(English)
字幕:英语(English)
可分享的证书
完成后获得证书
100% 在线
立即开始,按照自己的计划学习。
第 4 门课程(共 4 门)
可灵活调整截止日期
根据您的日程表重置截止日期。
初级
完成时间大约为14 小时
英语(English)
字幕:英语(English)

提供方

加州大学戴维斯分校 徽标

加州大学戴维斯分校

教学大纲 - 您将从这门课程中学到什么

1

1

完成时间为 2 小时

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

完成时间为 2 小时
8 个视频 (总计 50 分钟), 2 个阅读材料, 1 个测验
8 个视频
General Tax Considerations, Charitable Gifts, and Deductions Introduction2分钟
General Tax Considerations (Part 1)7分钟
General Tax Considerations (Part 2)7分钟
Charitable Organizations10分钟
What is a Charitable Gift?6分钟
When is a Contribution Deductible? (Part 1)5分钟
When is a Contribution Deductible? (Part 2)7分钟
2 个阅读材料
A Note from UC Davis10分钟
Attend a Planned Giving Association Meeting10分钟
1 个练习
Module 1 Quiz20分钟
2

2

完成时间为 3 小时

Planned Giving Options and Donor Centered Giving

完成时间为 3 小时
12 个视频 (总计 76 分钟)
12 个视频
Planned Giving Terminology9分钟
Charitable Bequests5分钟
Charitable Gift Annuities3分钟
Pooled Income Funds3分钟
Charitable Remainder Trusts4分钟
Charitable Remainder Unitrust11分钟
Charitable Lead Trust7分钟
Identifying Planned Giving Donors6分钟
Building Relationships with Donors7分钟
Donor Interest and Strategies (Part 1)5分钟
Donor Interest and Strategies (Part 2)8分钟
1 个练习
Module 2 Quiz20分钟
3

3

完成时间为 4 小时

Planned Giving Administration

完成时间为 4 小时
9 个视频 (总计 69 分钟), 1 个阅读材料, 2 个测验
9 个视频
Structure Planned Giving with Legacy Management in Mind10分钟
Document Gift Acceptance Policies (Part 1)5分钟
Document Gift Acceptance Policies (Part 2)7分钟
Document Gift Acceptance Policies (Part 3)5分钟
Build Relationships Between Investment, Gift, and Accounting Teams9分钟
Train Staff and Volunteers6分钟
Provide Donors Clear Disclosures10分钟
Marketing Fundamentals That Drive Successful Planned Giving11分钟
1 个阅读材料
Welcome to Peer Review Assignments10分钟
1 个练习
Module 3 Quiz20分钟
4

4

完成时间为 6 小时

Planned Giving Resources

完成时间为 6 小时
8 个视频 (总计 49 分钟)
8 个视频
Specimen Agreements: Introduction6分钟
Specimen Agreements: Charitable Gift Annuity6分钟
Specimen Agreements: Charitable Trust and Unitrust7分钟
Specimen Agreements: Retain Life Estate6分钟
Planned Giving Software7分钟
Planned Giving Associations12分钟
Planned Giving Course Summary1分钟
1 个练习
Module 4 Quiz20分钟

关于 Fundraising and Development 专项课程

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

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