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Description
Over the next 20 years, it's expected that one trillion (yes, trillion!) dollars will pass from one generation to the next in Canada. With recent changes to the tax system, there's more incentive than ever for people to pass some of that money along to charities. Your charity can and should be considering how it could benefit from this bounty.
Take the mystery out of planned giving and get your organization started today on the path to a successful planned giving program with this great new introductory course. The course is written by Marilyn Kerfoot, one of Canada's leading gift planning experts and gift planning manager at the Vancouver Foundation, Canada's most established community foundation.
The CharityVillage Campus Getting Started in Planned Giving course will take you about 2 hours to complete on your own.
As with all CharityVillage Campus courses, you'll have access along the way to helpful downloadable resources as well as short, optional self-tests to help you make sure that you're retaining what you're learning.
When you've finished the course, you can take an optional final quiz. If you achieve 70% or more on the quiz, you can download a certificate of completion.
Audience
Designed for anyone who wants to become familiar with the basics of creating a planned giving program for a Canadian nonprofit organization.
Prerequisites
None
Objective
Upon successful completion of this course students will be able to:
- Describe planned giving using an easy-to-understand definition
- List the most common types of planned gifts
- Decide whether your organization is ready to start a planned giving program
- List the ten steps for creating a successful planned giving program
- Explain how planned giving and endowment-building are related.
Topics Include
- What is planned giving?
- Planned giving terms
- The most common types of planned gifts
- Planned giving vs. gift planning
- Self-assessment of organizational readiness
- 10 steps to starting a planned giving program
- How endowments work with planned giving
- Additional references
Duration
2 hours
Minimum Requirements
Windows:
Windows 98 SE or newer operating system
Microsoft Internet Explorer 5 or Mozilla Firefox Web Browser
Macromedia Flash Player 7
Windows Media Player 9
Adobe Acrobat PDF Reader
Internet connection (Broadband suggested)
Minimum screen resolution of 800x600, 1024x768 or higher recommended
Sound card and speakers or headphones recommended
Macintosh:
Mac OS X 10.2 or newer operating system
Apple Safari or Mozilla Firefox Web Browser
Macromedia Flash Player 7
QuickTime 5
Adobe Acrobat PDF Reader
Internet connection (Broadband suggested)
Minimum screen resolution of 800x600, 1024x768 or higher recommended
Speakers or headphones recommended
Media
Web Based Training
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