Planned Giving

University of California, Davis via Coursera

Go to Course: https://www.coursera.org/learn/planned-giving

Introduction

### Course Review: Planned Giving on Coursera If you are looking to deepen your understanding of philanthropy and fundraising strategies, particularly in the realm of planned giving, Coursera’s **Planned Giving** course is a remarkable choice. This comprehensive course provides a detailed introduction to the essential terms, concepts, and practical applications related to planned giving, a vital area for non-profit organizations seeking to secure future funding. #### Overview of the Course This course is meticulously designed to guide learners through the intricacies of planned giving. Throughout the program, you will explore different planned giving vehicles, identify potential donors, and learn how to align their interests with suitable giving options. The course is structured to provide not only theoretical knowledge but also practical skills necessary for structuring successful solicitations and ensuring compliance with planned gift administration. #### Course Syllabus Breakdown The syllabus comprises several key modules, each targeting a distinct aspect of planned giving: 1. **Course Overview & General Tax Considerations, Charitable Gifts, and Deductions** - This module covers the basics of US tax considerations related to planned giving. You’ll learn how to distinguish between different charitable organizations, define what a charitable gift is, and determine the tax-deductibility of contributions. This foundational knowledge is essential for guiding donors effectively. 2. **Planned Giving Options and Donor Centered Giving** - Here, you’ll delve into the various planned giving vehicles available to donors. The course trains you to assess each vehicle's benefits and goals, helping you cultivate meaningful donor relationships. This module emphasizes the importance of empathetic and donor-centered engagement strategies. 3. **Planned Giving Administration** - This module focuses on structuring and administering a planned giving program. You’ll learn about gift acceptance policies, when to engage a planned giving officer, and the importance of educating staff and volunteers on planned giving options. Effective administration is crucial for maintaining compliance and ensuring the longevity of your planned giving efforts. 4. **Planned Giving Resources** - In this final module, you will explore practical tools such as templates for common planned giving agreements and software options to calculate donor benefits. Additionally, the course highlights the significance of national and local associations and advises on how to build a multi-channel marketing strategy aimed at prospective donors. #### Why You Should Take This Course - **Comprehensive Curriculum**: The course offers a well-rounded overview that is suitable for both beginners and those looking to refresh their knowledge in planned giving. - **Practical Skills**: Equipped with practical skills and templates, you'll be able to immediately apply what you learn, whether you are working for a non-profit organization or in a fundraising capacity. - **Expert Instruction**: The course is conducted by experienced professionals in the field, ensuring that learners receive relevant and up-to-date information. - **Networking Opportunities**: Engaging with fellow learners creates networking opportunities that can prove invaluable in your fundraising career. #### Conclusion and Recommendation Overall, the **Planned Giving** course on Coursera is an exceptional resource for anyone involved in philanthropy, fundraising, or non-profit management. By completing this course, participants will emerge with a solid understanding of planned giving strategies, donor engagement practices, and compliance issues that accompany large charitable gifts. Whether you are seeking to launch a planned giving program or enhance your existing knowledge, this course is highly recommended. It is not just a learning opportunity; it’s an investment in your ability to make a lasting impact on the charitable sector. Enroll today and take a significant step forward in your fundraising career!

Syllabus

Course Overview & General Tax Considerations, Charitable Gifts, and Deductions

In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors.

Planned Giving Options and Donor Centered Giving

In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship.

Planned Giving Administration

In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options.

Planned Giving Resources

In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors.