課程信息

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第 4 門課程(共 4 門)
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初級
完成時間大約為14 小時
英語(English)
字幕:英語(English)
可分享的證書
完成後獲得證書
100% 在線
立即開始,按照自己的計劃學習。
第 4 門課程(共 4 門)
可靈活調整截止日期
根據您的日程表重置截止日期。
初級
完成時間大約為14 小時
英語(English)
字幕:英語(English)

提供方

加州大学戴维斯分校 徽標

加州大学戴维斯分校

教學大綱 - 您將從這門課程中學到什麼

1

1

完成時間為 2 小時

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

完成時間為 2 小時
8 個視頻 (總計 50 分鐘), 2 個閱讀材料, 1 個測驗
8 個視頻
General Tax Considerations, Charitable Gifts, and Deductions Introduction2分鐘
General Tax Considerations (Part 1)7分鐘
General Tax Considerations (Part 2)7分鐘
Charitable Organizations10分鐘
What is a Charitable Gift?6分鐘
When is a Contribution Deductible? (Part 1)5分鐘
When is a Contribution Deductible? (Part 2)7分鐘
2 個閱讀材料
A Note from UC Davis10分鐘
Attend a Planned Giving Association Meeting10分鐘
1 個練習
Module 1 Quiz20分鐘
2

2

完成時間為 3 小時

Planned Giving Options and Donor Centered Giving

完成時間為 3 小時
12 個視頻 (總計 76 分鐘)
12 個視頻
Planned Giving Terminology9分鐘
Charitable Bequests5分鐘
Charitable Gift Annuities3分鐘
Pooled Income Funds3分鐘
Charitable Remainder Trusts4分鐘
Charitable Remainder Unitrust11分鐘
Charitable Lead Trust7分鐘
Identifying Planned Giving Donors6分鐘
Building Relationships with Donors7分鐘
Donor Interest and Strategies (Part 1)5分鐘
Donor Interest and Strategies (Part 2)8分鐘
1 個練習
Module 2 Quiz20分鐘
3

3

完成時間為 4 小時

Planned Giving Administration

完成時間為 4 小時
9 個視頻 (總計 69 分鐘), 1 個閱讀材料, 2 個測驗
9 個視頻
Structure Planned Giving with Legacy Management in Mind10分鐘
Document Gift Acceptance Policies (Part 1)5分鐘
Document Gift Acceptance Policies (Part 2)7分鐘
Document Gift Acceptance Policies (Part 3)5分鐘
Build Relationships Between Investment, Gift, and Accounting Teams9分鐘
Train Staff and Volunteers6分鐘
Provide Donors Clear Disclosures10分鐘
Marketing Fundamentals That Drive Successful Planned Giving11分鐘
1 個閱讀材料
Welcome to Peer Review Assignments10分鐘
1 個練習
Module 3 Quiz20分鐘
4

4

完成時間為 6 小時

Planned Giving Resources

完成時間為 6 小時
8 個視頻 (總計 49 分鐘)
8 個視頻
Specimen Agreements: Introduction6分鐘
Specimen Agreements: Charitable Gift Annuity6分鐘
Specimen Agreements: Charitable Trust and Unitrust7分鐘
Specimen Agreements: Retain Life Estate6分鐘
Planned Giving Software7分鐘
Planned Giving Associations12分鐘
Planned Giving Course Summary1分鐘
1 個練習
Module 4 Quiz20分鐘

關於 Fundraising and Development 專項課程

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

常見問題

  • Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

    • The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.

    • The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

  • If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.

  • Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

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