University of California, Davis - Planned Giving 

Planned Giving Course Introduction

General Tax Considerations, Charitable Gifts, and Deductions Introduction

General Tax Considerations (Part 1)

General Tax Considerations (Part 2)

Charitable Organizations

What is a Charitable Gift?

When is a Contribution Deductible? (Part 1)

When is a Contribution Deductible? (Part 2)

A Note from UC Davis

Attend a Planned Giving Association Meeting

Module 1 Quiz

Planned Giving Options and Donor Centered Giving Introduction

Planned Giving Terminology

Charitable Bequests

Charitable Gift Annuities

Pooled Income Funds

Charitable Remainder Trusts

Charitable Remainder Unitrust

Charitable Lead Trust

Identifying Planned Giving Donors

Building Relationships with Donors

Donor Interest and Strategies (Part 1)

Donor Interest and Strategies (Part 2)

Module 2 Quiz

Planned Giving Administration Introduction

Structure Planned Giving with Legacy Management in Mind

Document Gift Acceptance Policies (Part 1)

Document Gift Acceptance Policies (Part 2)

Document Gift Acceptance Policies (Part 3)

Build Relationships Between Investment, Gift, and Accounting Teams

Train Staff and Volunteers

Provide Donors Clear Disclosures

Marketing Fundamentals That Drive Successful Planned Giving

Welcome to Peer Review Assignments

Module 3 Quiz

Planned Giving Resources Introduction

Specimen Agreements: Introduction

Specimen Agreements: Charitable Gift Annuity

Specimen Agreements: Charitable Trust and Unitrust

Specimen Agreements: Retain Life Estate

Planned Giving Software

Planned Giving Associations

Planned Giving Course Summary

Module 4 Quiz