Course curriculum

  • 1

    Introduction

    • Welcome

    • What is Planned Giving?

    • Benefits

    • Why this Matters?
  • 2

    Planned Giving

    • Estate Planning

    • Donor Advised Fund

    • Charitable Gift Annuity

    • How Charitable Gift Annuity Works

    • Note

    • Benefits

    • Qualified Charitable Distributions

    • Life Insurance

    • Life Insurance Benefits

    • Life Insurance Note

    • Charitable Trusts

    • Real Estate

    • Real Estate Benefits

    • Real Estate Note

    • Other Interests

    • Other Interest Donations
  • 3

    Resources

    • Planned Giving Flyer

    • Flyer Example

    • Newsletter Content Ideas

    • Giving Receipt Language

    • Sample Websites
  • 4

    Conclusion

    • Begin your Legacy today

    • Thank You