About this Course
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Flexible deadlines

Reset deadlines in accordance to your schedule.

Beginner Level

Approx. 12 hours to complete

Suggested: 4 weeks of study, 2-5 hours/week...

English

Subtitles: English

100% online

Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Beginner Level

Approx. 12 hours to complete

Suggested: 4 weeks of study, 2-5 hours/week...

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
2 hours to complete

Course Overview & General Tax Considerations, Charitable Gifts, and Deductions

8 videos (Total 50 min), 2 readings, 1 quiz
8 videos
General Tax Considerations, Charitable Gifts, and Deductions Introduction2m
General Tax Considerations (Part 1)7m
General Tax Considerations (Part 2)7m
Charitable Organizations10m
What is a Charitable Gift?6m
When is a Contribution Deductible? (Part 1)5m
When is a Contribution Deductible? (Part 2)7m
2 readings
A Note from UC Davis10m
Attend a Planned Giving Association Meeting10m
1 practice exercise
Module 1 Quiz20m
Week
2
3 hours to complete

Planned Giving Options and Donor Centered Giving

12 videos (Total 76 min), 1 quiz
12 videos
Planned Giving Terminology9m
Charitable Bequests5m
Charitable Gift Annuities3m
Pooled Income Funds3m
Charitable Remainder Trusts4m
Charitable Remainder Unitrust11m
Charitable Lead Trust7m
Identifying Planned Giving Donors6m
Building Relationships with Donors7m
Donor Interest and Strategies (Part 1)5m
Donor Interest and Strategies (Part 2)8m
1 practice exercise
Module 2 Quiz20m
Week
3
4 hours to complete

Planned Giving Administration

9 videos (Total 69 min), 1 reading, 2 quizzes
9 videos
Structure Planned Giving with Legacy Management in Mind10m
Document Gift Acceptance Policies (Part 1)5m
Document Gift Acceptance Policies (Part 2)7m
Document Gift Acceptance Policies (Part 3)5m
Build Relationships Between Investment, Gift, and Accounting Teams9m
Train Staff and Volunteers6m
Provide Donors Clear Disclosures10m
Marketing Fundamentals That Drive Successful Planned Giving11m
1 reading
Welcome to Peer Review Assignments10m
1 practice exercise
Module 3 Quiz20m
Week
4
6 hours to complete

Planned Giving Resources

8 videos (Total 49 min), 3 quizzes
8 videos
Specimen Agreements: Introduction6m
Specimen Agreements: Charitable Gift Annuity6m
Specimen Agreements: Charitable Trust and Unitrust7m
Specimen Agreements: Retain Life Estate6m
Planned Giving Software7m
Planned Giving Associations12m
Planned Giving Course Summary1m
1 practice exercise
Module 4 Quiz20m

Instructor

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Brian Casey

Assistant Vice Chancellor for Planned Giving

About University of California, Davis

UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact....

About the Fundraising and Development Specialization

Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals....
Fundraising and Development

Frequently Asked Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • 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. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.