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.
***This is not a self-paced course. There will be specific timelines for assignments and exams.*** Course content, kind and quality of assignments and general standards for this online course are the same as classroom courses. To be successful in our online courses, plan to spend 7-10 hours per course each week on your studies, starting Week 1. Our courses are paced and highly interactive with participation requirements weekly. Frequent contributions to asynchronous (not real time) online discussions are required to achieve a passing final grade. You must have an email address and access to a computer capable of downloading basic documents. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
Important course information will be sent to you prior to your course start
date. Check your myBCIT email account to
access this information.
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
FUND 3218 is offered as a part of the following programs:
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