Planned Giving: Beyond the Basics

Develop the knowledge and tools needed to grow a successful planned giving program. This course covers both technical and strategic aspects of planned giving. Learn about complex assets, deferred and life income gifts, CLTs, DAFs, and Private Foundations, and apply this knowledge through advanced case studies and practical applications.

Certificates: Planned Giving Management

Course Details

Please review the attendance policy and cancellation/transfer policy before registering.

Schedule

In-person

The in-person class is two days in length.

Day 1: 8:30 a.m.–5 p.m.
Day 2: 8:30 a.m.–5 p.m. 

CFRE Education Points

Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

Planned Giving: Beyond the Basics qualifies for 13.5 CFRE Education Points/Hours.

IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card or check. All cancellations and transfers are subject to an administrative fee of $275.

The Fund Raising School assumes a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” or "Planned Giving: Getting the Proper Start" when teaching this course.