Planned Giving

Seize the savings! Get 40% off 3 months of Coursera Plus and full access to thousands of courses.

Planned Giving

This course is part of Fundraising and Development Specialization

Instructor: Brian Casey

4,098 already enrolled

Included with

Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Business Software

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments¹

AI Graded see disclaimer

Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Fundraising and Development Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

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.

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.

What's included

8 videos2 readings1 assignment4 discussion prompts

8 videos Total 50 minutes

Planned Giving Course Introduction 2 minutes
General Tax Considerations, Charitable Gifts, and Deductions Introduction 2 minutes
General Tax Considerations (Part 1) 8 minutes
General Tax Considerations (Part 2) 7 minutes
Charitable Organizations 10 minutes
What is a Charitable Gift? 6 minutes
When is a Contribution Deductible? (Part 1) 6 minutes
When is a Contribution Deductible? (Part 2) 8 minutes

2 readings Total 20 minutes

A Note from UC Davis 10 minutes
Attend a Planned Giving Association Meeting 10 minutes

1 assignment Total 30 minutes

Module 1 Quiz 30 minutes

4 discussion prompts Total 55 minutes

Learning Goals 10 minutes
Tax Considerations 20 minutes
Deductible or Nondeductible Gifts 15 minutes
Local Planned Giving Associations? 10 minutes

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.

What's included

12 videos1 assignment2 discussion prompts

12 videos Total 76 minutes

Planned Giving Options and Donor Centered Giving Introduction 3 minutes
Planned Giving Terminology 9 minutes
Charitable Bequests 5 minutes
Charitable Gift Annuities 4 minutes
Pooled Income Funds 4 minutes
Charitable Remainder Trusts 4 minutes
Charitable Remainder Unitrust 12 minutes
Charitable Lead Trust 8 minutes
Identifying Planned Giving Donors 6 minutes
Building Relationships with Donors 8 minutes
Donor Interest and Strategies (Part 1) 6 minutes
Donor Interest and Strategies (Part 2) 8 minutes

1 assignment Total 30 minutes

Module 2 Quiz 30 minutes

2 discussion prompts Total 60 minutes

Planned Giving Vehicles 30 minutes
Planned Giving Donor Prospects 30 minutes

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.

What's included

9 videos1 reading1 assignment1 peer review1 discussion prompt

9 videos Total 69 minutes

Planned Giving Administration Introduction 1 minute
Structure Planned Giving with Legacy Management in Mind 10 minutes
Document Gift Acceptance Policies (Part 1) 6 minutes
Document Gift Acceptance Policies (Part 2) 8 minutes
Document Gift Acceptance Policies (Part 3) 5 minutes
Build Relationships Between Investment, Gift, and Accounting Teams 9 minutes
Train Staff and Volunteers 7 minutes
Provide Donors Clear Disclosures 11 minutes
Marketing Fundamentals That Drive Successful Planned Giving 12 minutes

1 reading Total 10 minutes

Welcome to Peer Review Assignments 10 minutes

1 assignment Total 30 minutes

Module 3 Quiz 30 minutes

1 peer review Total 60 minutes

Develop a Donor Strategy 60 minutes

1 discussion prompt Total 10 minutes

Planned Giving Administration 10 minutes

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.

What's included

8 videos1 assignment2 peer reviews2 discussion prompts

8 videos Total 49 minutes

Planned Giving Resources Introduction 1 minute
Specimen Agreements: Introduction 6 minutes
Specimen Agreements: Charitable Gift Annuity 6 minutes
Specimen Agreements: Charitable Trust and Unitrust 7 minutes
Specimen Agreements: Retain Life Estate 7 minutes
Planned Giving Software 7 minutes
Planned Giving Associations 13 minutes
Planned Giving Course Summary 2 minutes

1 assignment Total 30 minutes

Module 4 Quiz 30 minutes

2 peer reviews Total 180 minutes

Multi-Channel Marketing Plan and a Planned Giving Advertisement 120 minutes
Attend a Professional Planned Giving Associate Meeting 60 minutes

2 discussion prompts Total 40 minutes

Planned Giving Software 30 minutes
Self-Reflection 10 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings

(7 ratings)

Brian Casey

University of California, Davis

1 Course 4,098 learners

Offered by

University of California, Davis

Explore more from Business Strategy

Status: Free Trial
University of California, Davis
Annual Campaigns: Building a Case for Support
Course
Status: Free Trial
University of California, Davis
Major and Principal Gifts
Course
Status: Free Trial
University of California, Davis
Fundraising and Development
Specialization
Status: Free
Stanford University
Giving 2.0: The MOOC
Course

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

5 stars
75%
4 stars
19.44%
3 stars
0%
2 stars
5.55%
1 star
0%

Showing 3 of 36

Reviewed on Jul 31, 2023

This course provided excellent information on all aspects of Planned Giving.

View more reviews

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Learn more

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Explore degrees

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Learn more

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.