Enroll Course: https://www.coursera.org/learn/planned-giving
In the world of non-profit fundraising, understanding planned giving is crucial for long-term sustainability and significant impact. I recently completed Coursera’s ‘Planned Giving’ course, and it exceeded my expectations, offering a comprehensive and practical guide to this vital fundraising strategy.
The course begins with a solid foundation, delving into the essential terminology and concepts of planned giving. It provides a clear overview of various planned giving vehicles, demystifying complex financial instruments. What I particularly appreciated was the course’s emphasis on a donor-centric approach. It teaches you not just *what* planned giving is, but *why* it’s beneficial for donors, helping you identify and assess prospective donors, understand their motivations, and match their interests with the most suitable giving options.
The syllabus is thoughtfully structured. The first module tackles general US tax considerations, charitable gifts, and deductions, equipping you with the knowledge to guide donors effectively. The second module dives deep into planned giving options and donor-centered giving, covering everything from defining various vehicles to building and cultivating donor relationships. The third module addresses planned giving administration, focusing on legacy management, gift acceptance policies, and when to seek expert advice. Finally, the ‘Planned Giving Resources’ module provides practical tools, including templates for common agreements, guidance on donor benefit calculations, and insights into marketing strategies to reach prospective donors.
This course is invaluable for anyone involved in fundraising, development, or non-profit management. Whether you’re a seasoned professional looking to refine your skills or new to the field, ‘Planned Giving’ offers the knowledge and confidence to structure successful solicitations and build lasting relationships with your supporters. I highly recommend this course for its clarity, practical application, and its ability to empower you to make a significant difference in your organization’s future.
Enroll Course: https://www.coursera.org/learn/planned-giving