Fundraising
FUND 3217 - Planned and Legacy Giving
This course covers the most technically challenging area in professional fundraising Planned Giving. The focus is on charitable giving coordinated with overall financial and estate planning. It also covers the building of strong relationships with donors and often their financial advisors. Planning gifts are typically the largest gifts a charity receives. They can be outright donations - of cash stock or other assets - or deferred donations using vehicles such as life insurance, bequests, and/or trusts. Many planned gifts require tax planning to ensure that both the charity's and donor's wishes are met, while minimizing the after-tax cost to the donor. Prerequisites: FUND 1215 (1.5 Credits)
Winter 2012
| Jan 26-Mar 22 | 9 Weeks | $290.97 | CRN: 71674 |
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| Jan 26-Mar 22 | Thu | 17:30-20:30 | DTC 795 |
| Instructor: Peter Chipman |
| Note: This course is in progress. For more information on the availability of this course, please contact the appropriate Program Assistant [PDF]. |
Spring/Summer 2012
| Apr 12-May 24 | 6 Weeks | $291.01 | CRN: 50948 |
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| Apr 12-May 24 | Thu | 17:30-20:30 | DTC 795 |
| Note: This section is only available for registration starting Sun Feb 12, 2012 at 09:00 PST. |
