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.
Upon successful completion of the course, the student will be able to:
Effective as of Fall 2017
FUND 3218 is offered as a part of the following programs:
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