课程信息
4.7
3 个评分
专项课程
100% 在线

100% 在线

立即开始,按照自己的计划学习。
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可灵活调整截止日期

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初级

初级

完成时间(小时)

完成时间大约为11 小时

建议:4 weeks of study, 2-5 hours/week...
可选语言

英语(English)

字幕:英语(English)
专项课程
100% 在线

100% 在线

立即开始,按照自己的计划学习。
可灵活调整截止日期

可灵活调整截止日期

根据您的日程表重置截止日期。
初级

初级

完成时间(小时)

完成时间大约为11 小时

建议:4 weeks of study, 2-5 hours/week...
可选语言

英语(English)

字幕:英语(English)

教学大纲 - 您将从这门课程中学到什么

1
完成时间(小时)
完成时间为 2 小时

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 个视频 (总计 50 分钟), 2 个阅读材料, 1 个测验
Video8 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
Reading2 个阅读材料
A Note from UC Davis10分钟
Attend a Planned Giving Association Meeting10分钟
Quiz1 个练习
Module 1 Quiz20分钟
2
完成时间(小时)
完成时间为 3 小时

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 个视频 (总计 76 分钟), 1 个测验
Video12 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
Quiz1 个练习
Module 2 Quiz20分钟
3
完成时间(小时)
完成时间为 4 小时

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 个视频 (总计 69 分钟), 1 个阅读材料, 2 个测验
Video9 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
Reading1 个阅读材料
Welcome to Peer Review Assignments10分钟
Quiz1 个练习
Module 3 Quiz20分钟
4
完成时间(小时)
完成时间为 6 小时

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 个视频 (总计 49 分钟), 3 个测验
Video8 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
Quiz1 个练习
Module 4 Quiz20分钟

讲师

Avatar

Brian Casey

Assistant Vice Chancellor for Planned Giving

关于 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....

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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