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Курс от University of California, Davis
courseraБизнес
Planned Giving
Курс от University of California, DavisО курсе
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.
Навыки, которые вы освоите
Tax ComplianceRelationship BuildingPhilanthropyPolicy DevelopmentGift AccountingEstate PlanningMarketing MaterialsDeveloping Training MaterialsBenefits AdministrationFundraising and CrowdsourcingAdministrationFundraisingMarketing PlanningTax ManagementAccounting and Finance SoftwareTax PlanningCustomer Relationship BuildingTaxMarketing StrategiesIncome Tax
Программа курса
4 модулей · 56 учебных материалов
01Course Overview & General Tax Considerations, Charitable Gifts, and Deductions15 материалов
Учитесь у экспертов
Brian Casey
Assistant Vice Chancellor for Planned Giving