Certificate in Planned Giving for Disability Organizations
-- ViewingNowThe Certificate in Planned Giving for Disability Organizations is a comprehensive course designed to empower professionals in the disability sector with the knowledge and skills to secure planned gifts. This program underscores the importance of planned giving in ensuring the long-term financial sustainability of disability organizations.
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⢠Introduction to Planned Giving: Understanding the basics of planned giving, its benefits, and the importance of incorporating it into disability organizations' fundraising strategies. ⢠Types of Planned Gifts: Exploring different planned giving options such as bequests, charitable gift annuities, charitable remainder trusts, and gifts of life insurance. ⢠Identifying Planned Gift Prospects: Techniques for identifying potential planned gift donors within disability organizations and assessing their capacity to give. ⢠Cultivating and Soliciting Planned Gifts: Strategies for engaging and building relationships with planned gift prospects, and effectively soliciting and closing planned gifts. ⢠Gift Acceptance Policies: Developing and implementing gift acceptance policies to ensure ethical and legal compliance in accepting planned gifts. ⢠Donor Recognition and Stewardship: Techniques for recognizing and stewarding planned gift donors to build long-term relationships and encourage repeat giving. ⢠Estate Planning and Tax Considerations: Understanding the legal and tax implications of planned gifts, and providing guidance on estate planning strategies for donors. ⢠Communications and Marketing for Planned Giving: Developing and implementing effective communication and marketing strategies to promote planned giving within disability organizations.
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