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.
- No prerequisites are required for this course.
- Not offered this term
- This course is not offered this term. Please check back next term or subscribe to receive notifications of future course offerings and other opportunities to learn more about this course and related programs.
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
Planned Giving (FUND 3218) is offered as a part of the following programs:
School of Business + Media
- Marketing Management - Fundraising Management
Associate Certificate Part-time
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Programs and courses are subject to change without notice.