Enroll Course: https://www.coursera.org/learn/planned-giving
In today’s world, where charitable giving plays a crucial role in supporting various causes, understanding the intricacies of planned giving is more important than ever. The Planned Giving course on Coursera offers a comprehensive overview that equips learners with the essential knowledge and skills needed to navigate this vital area of philanthropy.
### Course Overview
The Planned Giving course is designed for individuals looking to deepen their understanding of planned giving, whether they are new to the field or seeking to enhance their existing knowledge. The course covers a range of topics, including basic terminology, various planned giving vehicles, donor assessment, and the administration of planned gifts.
### What You Will Learn
The course is structured into four main modules:
1. **Course Overview & General Tax Considerations**: This module introduces learners to the general US tax considerations related to planned giving. You will learn to differentiate between various types of charitable organizations and understand what constitutes a charitable gift. This foundational knowledge is crucial for guiding donors effectively.
2. **Planned Giving Options and Donor Centered Giving**: Here, you will explore different planned giving vehicles, their benefits, and how to advise donors on the best options for their needs. This module emphasizes building relationships with donors and developing engagement strategies, which are key to successful philanthropy.
3. **Planned Giving Administration**: This module focuses on structuring and administering a planned giving strategy, including legacy management and gift acceptance policies. Understanding when to consult a planned giving officer and how to educate staff and volunteers is also covered.
4. **Planned Giving Resources**: Finally, this module provides practical resources, including templates for planned giving agreements and guidance on selecting software to calculate donor benefits. You will also learn how to create a multi-channel marketing plan aimed at prospective donors.
### Why You Should Take This Course
The Planned Giving course on Coursera is not just about theory; it offers practical insights and actionable strategies that can be applied in real-world scenarios. Whether you are a nonprofit professional, a volunteer, or someone interested in philanthropy, this course will empower you to make a meaningful impact.
The course is well-structured, with engaging content and expert instructors who guide you through each module. The flexibility of online learning allows you to progress at your own pace, making it accessible for busy professionals.
### Conclusion
In conclusion, the Planned Giving course on Coursera is a valuable resource for anyone looking to enhance their understanding of philanthropy and planned giving. With its comprehensive syllabus and practical approach, it equips learners with the tools they need to succeed in this important field. I highly recommend this course to anyone interested in making a difference through charitable giving.
### Tags
1. Planned Giving
2. Philanthropy
3. Nonprofit
4. Charitable Giving
5. Donor Engagement
6. Fundraising
7. Online Learning
8. Coursera
9. Tax Considerations
10. Legacy Management
### Topic
Planned Giving Strategies
Enroll Course: https://www.coursera.org/learn/planned-giving