課程信息

第 4 門課程(共 4 門)

100% 在線

立即開始,按照自己的計劃學習。

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12 小時

建議:4 weeks of study, 2-5 hours/week...

英語(English)

字幕:英語(English)

第 4 門課程(共 4 門)

100% 在線

立即開始,按照自己的計劃學習。

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12 小時

建議:4 weeks of study, 2-5 hours/week...

英語(English)

字幕:英語(English)

教學大綱 - 您將從這門課程中學到什麼

1
完成時間為 2 小時

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....
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
完成時間為 3 小時

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....
12 個視頻 (總計 76 分鐘), 1 個測驗
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
完成時間為 4 小時

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....
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
完成時間為 6 小時

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....
8 個視頻 (總計 49 分鐘), 3 個測驗
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

講師

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Brian Casey

Assistant Vice Chancellor for Planned Giving

關於 加州大学戴维斯分校

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....

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

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