Professional Certificate in Planned Giving for Heritage

• Introduction to Planned Giving: Understanding the basics of planned giving and its importance in heritage preservation. • Planned Giving Vehicles: Exploring various planned giving options such as bequests, charitable gift annuities, and charitable remainder trusts. • Tax Benefits of Planned Gifts: Examining the tax advantages of planned giving for donors and heritage organizations. • Developing a Planned Giving Program: Strategies for creating and implementing a successful planned giving program for heritage organizations. • Identifying and Cultivating Planned Gift Donors: Techniques for identifying potential planned gift donors and building relationships with them. • Communicating the Impact of Planned Gifts: Effective communication strategies for sharing the impact of planned gifts with donors and the broader community. • Governance and Legal Considerations: Understanding the legal and ethical considerations of planned giving and ensuring compliance with relevant regulations. • Evaluating and Reporting Planned Giving Success: Techniques for evaluating the success of a planned giving program and reporting on its impact.