Course Overview
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.
Prerequisite(s)
- 50% in FUND 1215
Credits
1.5
- Not offered this term
- This course is not offered this term. Notify me to receive email notifications when the course opens for registration next term.
Learning Outcomes
Upon successful completion of the course, the student will be able to:
- Define planned giving terminology.
- Explain the basic, technical and legal concepts related to estate planning and estate administration in the context of making a charitable gift through a will, a trust, insurance or endowment.
- Appreciate the unique aspects of a gift planning program and how it fits with other fundraising programs within a development office.
- Explain the importance of donor relationships to a planned giving program.
Effective as of Winter 2008
Programs and courses are subject to change without notice. Find out more about BCIT course cancellations.