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Planned Giving

Brian Casey

In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.

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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.
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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.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Describes the core functionalities, methods, and workflows of the various planned giving tools
Offers a step by step guide on how to implement a planned giving strategy
Provides resources for cultivation and management of planned giving prospects
Provides tools and resources specific to the jurisdiction of the United States
Some of the materials may require updating over time due to changes in tax codes

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Reviews summary

Helpful planned giving course

Learners say that this helpful course provides a comprehensive overview of key planned giving topics. They appreciate that the course has a donor-centered focus and includes engaging assignments that enhance their learning. While one learner suggests adding more specific examples where students can assess donor situations, overall, learners recommend this course for those looking to expand their understanding of planned giving.
Course has a strong donor-centered focus.
"I also appreciated the consistent donor-centered focus."
Course includes engaging assignments that enhance learning.
"The assignments enhance learning and are reasonable in scope."
Course provides a helpful overview of planned giving.
"For those looking to expand their understanding of planned giving, this course provides a helpful survey of key topics"
Course could benefit from adding more specific examples.
"The only improvement I would suggest is having a couple more specific examples where one has to assess a donor's financial situation and the student chooses which vehicle fits best and explain why."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Planned Giving with these activities:
Review tax law concepts
Reviewing tax law fundamentals will strengthen your base for understanding specific tax considerations within Planned Giving.
Browse courses on Tax Law
Show steps
  • Summarize key income tax concepts
  • Review the basics of gift and estate taxes
  • Read articles or blog posts about recent tax law changes
Review tax considerations
Review general US tax considerations related to Planned Giving to strengthen your knowledge and understanding of the subject.
Show steps
  • Review general tax principles
  • Explore charitable organizations
  • Read IRS Publication 526, Charitable Contributions
Complete the 'Effective Planned Giving' Course on Coursera
This course provides a structured and comprehensive approach to learning the fundamentals of planned giving.
Browse courses on Nonprofit Fundraising
Show steps
  • Enroll in the 'Effective Planned Giving' course.
  • Complete the course modules and assignments.
  • Participate in the discussion forums.
16 other activities
Expand to see all activities and additional details
Show all 19 activities
Read The Planned Giving Answer Guide by Richard Moy
Provides a comprehensive overview of planned giving, helping you understand key concepts and strategies for successful implementation.
Show steps
  • Read Chapters 1-3 to gain a foundational understanding of planned giving.
  • Review Chapters 4-6 to learn about different planned giving vehicles and their benefits.
  • Complete the exercises at the end of each chapter to reinforce your understanding.
Organize course materials
Compile and organize notes, assignments, and other materials from the course to enhance your understanding and retention of the subject.
Show steps
  • Gather course materials
  • Review and organize notes
  • Create a study guide
Develop an Infographic on Planned Giving Options
By creating an infographic, you will visually synthesize the key concepts and benefits of different planned giving vehicles, enhancing your comprehension and retention.
Show steps
  • Gather information from the course materials on the various planned giving options.
  • Identify the most important and relevant aspects to include in the infographic.
  • Use design software or online tools to create a visually appealing and informative infographic.
Attend a Planned Giving workshop
Attending a workshop can provide you with practical insights and networking opportunities.
Show steps
  • Research upcoming Planned Giving workshops
  • Register for a workshop that aligns with your interests
  • Attend the workshop and actively participate
  • Follow up with workshop presenters or attendees
Present on a Planned Giving Topic
Preparing and presenting a topic to your peers enhances your understanding and allows you to share your knowledge with others.
Show steps
  • Choose a topic relevant to planned giving and research it thoroughly.
  • Create presentation materials that are clear and informative.
  • Practice presenting your topic to get feedback from your peers.
Create a Planned Giving Case Study
Developing a case study will enable you to apply the principles of planned giving to a real-world scenario, solidifying your understanding of donor assessment and solicitation techniques.
Browse courses on Case study
Show steps
  • Select a hypothetical donor profile based on the course materials.
  • Research and identify potential planned giving options that align with the donor's interests and needs.
  • Develop a comprehensive solicitation strategy, including a personalized approach, communication channels, and follow-up plan.
  • Present your case study to the class for feedback and discussion.
Develop a case study analysis
Creating a case study can help you understand how to apply Planned Giving principles to real-world situations.
Show steps
  • Identify a real-world Planned Giving scenario
  • Research the relevant tax and legal considerations
  • Analyze the case study and develop recommendations
  • Present your analysis to a peer or mentor
Attend a Planned Giving webinar
Engage with peers and industry experts to discuss and explore best practices in Planned Giving.
Show steps
  • Research and identify relevant webinars
  • Register and attend the webinar
  • Take notes and actively participate
Write a Summary of Planned Giving Techniques
By writing a summary, you will actively recall and synthesize the key techniques and strategies covered in the course.
Show steps
  • Identify the main types of planned giving techniques.
  • Describe the benefits and drawbacks of each technique.
  • Suggest strategies for engaging donors and promoting planned giving.
Join a Planned Giving study group
Engaging with peers can enhance your understanding and provide support.
Show steps
  • Reach out to classmates or colleagues
  • Form a study group and establish regular meeting times
  • Discuss course materials, case studies, or industry trends
  • Provide feedback and support to other members
Develop a donor solicitation strategy
Create a comprehensive donor solicitation strategy to improve your ability to identify and engage prospective donors for planned giving.
Show steps
  • Identify potential donors
  • Research and understand their needs
  • Craft a compelling solicitation message
  • Develop a plan for donor cultivation
Analyze Planned Giving Case Studies
Analyzing case studies provides hands-on experience in applying the principles of planned giving to real-world scenarios.
Show steps
  • Review the case study and identify the donor's needs and motivations.
  • Assess the suitability of different planned giving options for the donor.
  • Develop a tailored planned giving proposal for the donor.
Develop a Planned Giving marketing strategy
Creating a marketing strategy will help you reach potential donors and promote Planned Giving opportunities.
Show steps
  • Identify target audience and research their interests
  • Develop key messaging and communication channels
  • Create marketing materials and promotional content
  • Implement the marketing strategy and track results
  • Refine the strategy based on data and feedback
Attend a Planned Giving Workshop
Attending a workshop provides an immersive learning experience and allows for direct interaction with experts in the field.
Show steps
  • Research and identify relevant planned giving workshops.
  • Register and attend the workshop.
  • Actively participate in the workshop sessions.
Mock Planned Giving Solicitation Role-Play
Participating in role-playing exercises will provide you with valuable practice in conducting planned giving solicitations, enhancing your communication and persuasion skills.
Show steps
  • Pair up with a classmate to practice a planned giving solicitation.
  • Take turns assuming the roles of the donor and the development officer.
  • Apply the solicitation techniques discussed in the course and seek feedback from each other.
Volunteer with a Nonprofit Organization that Focuses on Planned Giving
Volunteering provides practical experience in the field of planned giving and allows you to contribute to a meaningful cause.
Browse courses on Nonprofit Fundraising
Show steps
  • Identify nonprofit organizations that focus on planned giving.
  • Contact the organization and inquire about volunteer opportunities.
  • Participate in planned giving-related activities.

Career center

Learners who complete Planned Giving will develop knowledge and skills that may be useful to these careers:
Fundraising Manager
Fundraising Managers plan and execute fundraising campaigns to raise money for non-profit organizations. They work closely with donors and volunteers to identify and cultivate relationships. The Planned Giving course would be particularly useful in this role, as it provides a comprehensive overview of planned giving techniques. Additionally, the course would help Fundraising Managers to understand the tax implications of planned gifts and how to structure them in a way that maximizes benefits for both the donor and the organization.
See salaries and explore the career path for Fundraising Manager
Estate Planning Attorney
Estate Planning Attorneys help clients plan for the distribution of their assets after death. They work with clients to create wills, trusts, and other estate planning documents. The Planned Giving course would be helpful in this role, as it provides a comprehensive overview of the different types of planned gifts and their tax implications.
See salaries and explore the career path for Estate Planning Attorney
Financial Planner
Financial Planners help clients manage their finances and plan for their future. They work with clients to create financial plans that include savings, investments, and retirement planning. The Planned Giving course would be helpful in this role, as it provides a comprehensive overview of planned giving techniques. Additionally, the course can help Financial Planners understand the tax implications of planned gifts, and how to incorporate planned giving into a comprehensive financial plan.
See salaries and explore the career path for Financial Planner
Trust Officer
Trust Officers manage trusts and other fiduciary accounts for clients. They work with clients to create and administer trusts, and to manage the assets in the trust. The Planned Giving course would be helpful in this role, as it provides a comprehensive overview of the different types of planned gifts and their tax implications. Additionally, the course would help Trust Officers understand how to structure and administer planned gifts.
See salaries and explore the career path for Trust Officer
Nonprofit Executive Director
Nonprofit Executive Directors lead and manage nonprofit organizations. They work with the board of directors to set the organization's mission and goals, and to develop and implement programs and services. The Planned Giving course would be beneficial in this role, as it provides a comprehensive understanding of planned giving techniques and their benefits for both the donor and the organization.
See salaries and explore the career path for Nonprofit Executive Director
Philanthropy Officer
Philanthropy Officers work with donors and other stakeholders to raise money for non-profit organizations and universities. They research, identify, and cultivate potential major donors and develop fundraising strategies. The Planned Giving course would be very helpful in this role, as it provides a deep understanding of the motivations of donors and the ethical and legal considerations related to planned giving.
See salaries and explore the career path for Philanthropy Officer
Development Officer
Development Officers raise funds for non-profit organizations and universities. They work with donors and other stakeholders to identify and cultivate potential donors and develop fundraising strategies. The Planned Giving course would be helpful in this role, as it provides a comprehensive overview of planned giving techniques and their benefits for both the donor and the organization.
See salaries and explore the career path for Development Officer
Grant Writer
Grant Writers write and submit grant proposals to foundations, corporations, and government agencies. They research and identify potential funding sources and develop persuasive proposals that outline the need for funding and the impact of the proposed project. The Planned Giving course may be helpful in this role, as it provides a basic understanding of the motivations of donors and how to structure a fundraising request.
See salaries and explore the career path for Grant Writer
Planned Giving Officer
Planned Giving Officers develop and implement planned giving programs for non-profit organizations and universities. They work with donors and other stakeholders to identify and cultivate potential planned giving donors, and to develop and implement planned giving strategies. The Planned Giving course would be very helpful in this role, as it provides a comprehensive overview of planned giving techniques and their benefits for both the donor and the organization.
See salaries and explore the career path for Planned Giving Officer
Major Gifts Officer
Major Gifts Officers identify, cultivate, and solicit major gifts from individuals and corporations. They work closely with donors to understand their philanthropic interests and to develop personalized giving strategies. The Planned Giving course would be helpful in this role, as it provides a comprehensive overview of planned giving techniques and their benefits for both the donor and the organization.
See salaries and explore the career path for Major Gifts Officer
Relationship Manager
Relationship Managers build and maintain relationships with clients for banks, investment firms, and other financial institutions. They provide financial advice and services to clients and help them meet their financial goals. The Planned Giving course may be helpful in this role, as it provides a basic understanding of planned giving techniques and their tax implications.
See salaries and explore the career path for Relationship Manager
Tax Accountant
Tax Accountants prepare and file tax returns for individuals and businesses. They also provide advice on tax planning and compliance. The Planned Giving course may be helpful in this role, as it provides a basic understanding of the tax implications of planned gifts.
See salaries and explore the career path for Tax Accountant
Wealth Manager
Wealth Managers provide financial advice and services to high-net-worth individuals and families. They help clients manage their investments, plan for their financial future, and reduce their tax liability. The Planned Giving course may be helpful in this role, as it provides a basic understanding of planned giving techniques and their tax implications.
See salaries and explore the career path for Wealth Manager
Private Wealth Advisor
Private Wealth Advisors provide financial advice to high-net-worth individuals and families. They work with clients to develop and implement investment strategies, estate plans, and other financial plans. The Planned Giving course may be helpful in this role, as it provides a basic understanding of planned giving techniques and their tax implications.
See salaries and explore the career path for Private Wealth Advisor
Trust Administrator
Trust Administrators manage trusts and other fiduciary accounts for individuals and families. They work with trustees to ensure that the terms of the trust are carried out and that the assets in the trust are managed in accordance with the settlor's wishes.
See salaries and explore the career path for Trust Administrator

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Planned Giving.
Cover image
Civil Society in China
Save
A valuable reference for understanding the legal and regulatory aspects of planned giving.
Civil Society in China: The Legal Framework from...
Hardcover
$$$$
Civil Society in China: The Legal Framework from...
Kindle Edition
$$$
Cover image
Donor-Centered Planned Gift Marketing
Save
Emphasizes the importance of understanding donor motivations and tailoring planned giving strategies accordingly. It's a valuable resource for professionals seeking to enhance their donor engagement skills.
Donor-Centered Planned Gift Marketing
Paperback
$$
Donor-Centered Planned Gift Marketing: (AFP Fund...
Kindle Edition
$$
Cover image
Donor-Advised Funds
Save
Offers a comprehensive overview of charitable gift planning techniques, including trusts, annuities, and life insurance.
Donor-advised Funds: Law and Policy
Paperback
$$
Donor-Advised Funds: Law and Policy
Kindle Edition
$
Cover image
Artificial Hells
Save
Shares insights into the psychology and motivations behind legacy giving. It's a valuable resource for professionals seeking to cultivate deep and meaningful donor relationships.
Artificial Hells: Participatory Art and the...
Paperback
$$
Artificial Hells: Participatory Art and the...
Kindle Edition
$
Cover image
The State of Nonprofit America
Save
Provides a broader perspective on the role of philanthropy and planned giving in the nonprofit sector.
The State of Nonprofit America
Paperback
$$
The State of Nonprofit America
Paperback
$$
The Resilient Sector: The State of Nonprofit America
Paperback
$$
The State of Nonprofit America
Kindle Edition
$$
Cover image
Originals
Save
Delves into the psychology of giving and receiving, providing insights into the motivations behind planned giving. It's a valuable read for professionals seeking to understand the human dynamics involved in philanthropy.
Originals
Paperback
Check
Originals
Kindle Edition
Check
Cover image
Positive Relationships
Save
Emphasizes the importance of building strong relationships in various aspects of life, including planned giving. It provides practical advice on cultivating and leveraging social connections.
Changing Behaviour in Schools: Promoting Positive...
Paperback
$$
Positive Relationships: Evidence Based Practice...
Kindle Edition
$$$

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Course image
Effort
4 weeks of study, 2-5 hours/week
Level
Introductory
Via
Coursera
Institution
University of California, Davis
Instructor
Brian Casey
Language
English
Transcripts
Español Français Português Deutsch Italiano 中文 العربية 한국어 日本語 हिंदी Nederlands Svenska Pусский Türkçe Polski Ελληνικά українська мова Bahasa Indonesia ไทย қазақша tiếng Việt
This course belongs to a collection called Fundraising and Development. It's comprised of five courses:
  1. Applications in Engineering Mechanics
  2. Annual Campaigns: Building a Case for Support
  3. Major and Principal Gifts
  4. Fundraising and Development Foundations
  5. Planned Giving (viewing)
Good to know
Describes the core functionalities, methods, and workflows of the various planned giving tools
Offers a step by step guide on how to implement a planned giving strategy
Provides resources for cultivation and management of planned giving prospects
Provides tools and resources specific to the jurisdiction of the United States
Some of the materials may require updating over time due to changes in tax codes
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