Learner Reviews & Feedback for Planned Giving by University of California, Davis
About the Course
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 an...
Top reviews
1 - 5 of 5 Reviews for Planned Giving
By Christy A
•Jul 10, 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!!
By Teri C
•Aug 1, 2023
This course provided excellent information on all aspects of Planned Giving.
By Gregoire L A P
•Jan 15, 2019
Thank You
By Colleen T
•Aug 14, 2024
Indepth!
By Maryanne M
•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.