Course Overview
Planned giving typically provides organizations with their most valuable gifts, but development staff are often concerned about the level of technical knowledge needed. This course exposes the myth that the fundraiser needs to be a legal or accounting expert, and gives you the tools to quickly and easily implement your own planned giving program. You will learn about different planned giving vehicles such as bequests and life insurance; how to market the program and find donors; how to ask for and administer planned gifts; and how to develop donor relationships for maximum impact to your organization and the donors’ philanthropic goals.
Prerequisite(s)
- No prerequisites are required for this course.
Credits
3.0
Domestic fees
$434.20
International fees are typically 3.4 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Learning Outcomes
Upon successful completion of the course, the student will be able to:
- Create a planned giving program from scratch, or improve an existing one, for an organization of any size.
- Explain the most popular planned giving vehicles to donors and other stakeholders.
- Use a donor-centric approach to identify, solicit and steward qualified planned gift donors.
- Execute the steps needed to administer estate and planned gifts.
- Integrate planned giving with other fundraising activities in the organization.
Effective as of Fall 2017
Related Programs
Planned Giving (FUND 3218) is offered as a part of the following programs:
- Indicates programs accepting international students.
School of Business + Media
- Marketing Management - Fundraising Management
Associate Certificate Part-time
Course Offerings
Winter 2027
Below is one offering of FUND 3218 for the Winter 2027 term.
CRN 85290
Dates
Jan 04 - Mar 27 Loading
- CRN 85290
- $434.20 Domestic fees
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Jan 04 - Mar 27 | N/A | N/A | Online |
Duration
12 weeks
Instructor
Siobhan Aspinall
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- Please note that the lecture component for this course is asynchronous, not requiring you to meet each week at a specific time, however, there will be specific timelines for assignments and exams. Please check the following link to ensure you meet the computer requirements for the class. www.bcit.ca/files/business/pdf/bcit-sobm-byod.pdf. Course content, type and quality of assignments, and general standards for this online course are the same as classroom courses. To be successful in this online course, plan to spend 7-10 hours per week on your studies, or more if it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.
Confirmation
Required
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Status
If you have any questions about this course, please contact us.
Programs and courses are subject to change without notice. Find out more about BCIT course cancellations.