学员评论和反馈 Planned Giving

4.637 条评论

关于本课程

In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.

精选评论

5.0评论日期：Jul 31, 2023

This course provided excellent information on all aspects of Planned Giving.

所有审阅

显示：5/5

Maryanne McGlothlin

4.0

评论日期：Jul 26, 2022

For those looking to expand their understanding of planned giving, this course provides a helpful survey of key topics, including review of the primary planned giving vehicles, how to talk with donors about the vehicles, marketing, and risk prevention. The assignments enhance learning and are reasonable in scope. I also appreciated the consistent donor-centered focus.

Christy Amada

5.0

评论日期：Jul 9, 2023

Great course. The only improvement I would suggest is having a couple more specific examples where one has to assess a donor's financial situation and the student chooses which vehicle fits best and explain why. Other than that I learned a lot. Thank you!!

Teri Carroll

5.0

评论日期：Jul 31, 2023

This course provided excellent information on all aspects of Planned Giving.

Gregoire Louis Arthur PILLER

5.0

评论日期：Jan 15, 2019

Thank You

Colleen Torres

5.0

评论日期：Aug 14, 2024

Indepth!