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Planned Giving

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Planned Giving is the process of encouraging donors to make a planned gift to a nonprofit organization, such as a charitable gift annuity, charitable remainder trust, or bequest. Planned gifts are often made as part of an estate plan, and can provide significant financial support to nonprofits over time.

Why Learn Planned Giving

There are many reasons why individuals may choose to learn about Planned Giving. Some may be interested in making a planned gift to a nonprofit organization, while others may be interested in working in the field of fundraising or development. Regardless of one's motivation, there are many benefits to learning about Planned Giving.

For those who are considering making a planned gift, learning about Planned Giving can help them to understand the different types of planned gifts available, the tax benefits of making a planned gift, and the process of creating a planned gift. This knowledge can help individuals to make informed decisions about how to make a planned gift that meets their financial and charitable goals.

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Planned Giving is the process of encouraging donors to make a planned gift to a nonprofit organization, such as a charitable gift annuity, charitable remainder trust, or bequest. Planned gifts are often made as part of an estate plan, and can provide significant financial support to nonprofits over time.

Why Learn Planned Giving

There are many reasons why individuals may choose to learn about Planned Giving. Some may be interested in making a planned gift to a nonprofit organization, while others may be interested in working in the field of fundraising or development. Regardless of one's motivation, there are many benefits to learning about Planned Giving.

For those who are considering making a planned gift, learning about Planned Giving can help them to understand the different types of planned gifts available, the tax benefits of making a planned gift, and the process of creating a planned gift. This knowledge can help individuals to make informed decisions about how to make a planned gift that meets their financial and charitable goals.

For those who are interested in working in the field of fundraising or development, learning about Planned Giving can provide them with the skills and knowledge necessary to successfully solicit and manage planned gifts. Planned gifts can be a significant source of revenue for nonprofits, and professionals who are knowledgeable about Planned Giving can help nonprofits to maximize their fundraising potential.

How Online Courses Can Help You Learn Planned Giving

There are many ways to learn about Planned Giving, including online courses, books, and workshops. Online courses offer a number of advantages over other methods of learning, including:

  • Convenience: Online courses can be accessed from anywhere with an internet connection, making them ideal for busy professionals.
  • Flexibility: Online courses allow learners to learn at their own pace, and to fit their learning around their other commitments.
  • Affordability: Online courses are often more affordable than traditional courses, making them a great option for learners on a budget.
  • Variety: There are a wide variety of online courses available on Planned Giving, so learners can find a course that meets their specific needs.

Online courses can be a great way to learn about Planned Giving, and can provide learners with the skills and knowledge they need to make informed decisions about making planned gifts or to work in the field of fundraising or development.

Careers in Planned Giving

There are a number of different careers available to individuals who are interested in working in the field of Planned Giving. Some of the most common careers include:

  • Planned Giving Officer: Planned Giving Officers are responsible for soliciting and managing planned gifts. They work with donors to create planned gifts that meet the donors' financial and charitable goals.
  • Development Officer: Development Officers are responsible for fundraising for nonprofits. They work with donors to secure gifts of all sizes, including planned gifts.
  • Estate Planning Attorney: Estate Planning Attorneys help individuals to create estate plans that include planned gifts. They work with clients to ensure that their estate plans meet their financial and charitable goals.
  • Financial Advisor: Financial Advisors can help individuals to make informed decisions about making planned gifts. They work with clients to create financial plans that include planned gifts.

These are just a few of the many different careers available to individuals who are interested in working in the field of Planned Giving. With the right education and experience, individuals can find rewarding and challenging careers in this field.

Path to Planned Giving

Take the first step.
We've curated two courses to help you on your path to Planned Giving. Use these to develop your skills, build background knowledge, and put what you learn to practice.
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Reading list

We've selected five 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.
Provides a comprehensive overview of planned giving, including the different types of planned gifts, the tax benefits of planned giving, and the legal and ethical issues involved in planned giving.
Provides a comprehensive overview of the legal issues involved in planned giving. It covers a wide range of topics, including the different types of planned gifts, the tax consequences of planned gifts, and the legal requirements for creating and administering planned gifts.
Guide to developing and managing a successful planned giving program. It provides a step-by-step framework for creating a program, marketing it to potential donors, and managing the program on a day-to-day basis.
Classic guide to fundraising. It includes a chapter on planned giving, which provides an overview of the different types of planned gifts and how to solicit them.
Provides a basic overview of estate planning, including planned giving. It is written in a clear and concise style, making it accessible to a wide range of readers.
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