Gift Planning Courses

Go Beyond Cash

Since 95% of wealth is held in assets other than cash, gift planning skills are the best ways for you to increase your versatility as a fundraiser and raise more money for your organization. 

Philanthropy Works courses on gift planning won't make you an expert (hint: you don't need to be), but they will build in you a confident understanding of what you need to know; what questions to ask, what answers to listen for, and when to bring in other parties and resources to help you.

Courses Include

  1. Required Reading (or watching, or listening, but mostly reading)
  2. Occasionally exercises or assignments
  3. Additional reading or resources so you can go deeper into a topic
  4. Q&A - In the form of a quiz. Successful completion will result in a certification of competency. Certificates can be printed as proof of completion.

 

Courses take 1 - 3 hours, roughly.

Courses are available for Philanthropy Works Members

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COURSES


Overview

Summary: The purpose of this course is to provide you with industry background and context, while familiarizing you with PW courses, philosophy and how to navigate. 

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Introduction to Gift Planning

Summary: We introduce the concept of flexible gift planning and the role of a gift officer in helping a donor to explore potential giving opportunities. We also look at undivided partial (fractional) interest as an example of a unique and powerful way that donors can make an impact with their assets. Read More about the Introduction Course

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Securities

Summary: This course, complete with a quiz for competency, review most types of securities. You will learn when they make good gifts and how to accept them. 

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Real Estate

Summary: This course, complete with a quiz to test your competency, will cover what you need to know as a frontline fundraiser when exploring gifts of real estate with your donors. Learn the basics of what to listen for, when to get help and how to guide your donors in making these potentially very lucrative philanthropic gifts. Read More About the Real Estate Course.

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Retirement Funds

Summary: This course reviews gifts of Retirement Plans. You will learn when they make good gifts and how to accept them. Read More About the Retirement Funds Course.

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Charitable Gift Annuities

Summary: This course reviews gifts of Charitable Gift Annuities. You will learn when they make good gifts and how to accept them. Read More About the Charitable Gift Annuities Course.

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Estate Planning

Summary: Quite likely, the largest gifts ever received by your organizations will be made via an estate. As such, it seems only logical that we, as nonprofit representatives, understand the process. This course goes over the basics of estate gifts. You will learn when they make good gifts, how to accept them and how to understand your donors' perspectives and concerns. 

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Life Insurance

Summary: This course reviews gifts of Life Insurance Plans. You will learn when they make good gifts and how to accept them. Read More About the Life Insurance Course.

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