Planned Giving

Software > Computer Software > Educational Software University of California, Davis

Course Overview

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.

Course FAQs

What are the prerequisites for 'Planned Giving'?

Prerequisites for this continuing education class are set by University of California, Davis. Most professional development online classes benefit from some prior knowledge. Please check the provider's page for specific requirements.

Will I receive a certificate for this CE class?

Yes, upon successful completion, University of California, Davis typically offers a shareable certificate to showcase your new skills and fulfill your continuing education requirements.

How long does this online course take to complete?

Completion times for online continuing education courses vary. The provider's website will have the most accurate estimate of the time commitment needed.