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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/planned-giving
课程评论：没有评论
课程名称：计划捐赠 课程概述：在这门全面的计划捐赠课程中，您将学习到该领域的基本术语和概念，并获得对各种计划捐赠工具的概览。您将学会识别和评估潜在捐赠者，了解计划捐赠对捐赠者的好处，将捐赠者的兴趣和需求与合适的计划捐赠选项匹配，并构建成功的请求策略。同时，您将理解计划捐赠的管理重要性，以确保符合政策并履行对捐赠者的承诺。通过发展多步骤的捐赠者策略和营销战略，并结合案例研究、网络交流及成功因素分析，将所学知识应用于实践。 课程大纲： 1. **课程概述与一般税务考虑、慈善捐赠及扣除** 您将解释和讨论与计划捐赠相关的一般美国税务考虑。比较和对比各种类型的慈善组织，并定义什么是慈善捐赠。判断何时捐款可扣税并指导捐赠者。 2. **计划捐赠选项与以捐赠者为中心的捐赠** 定义每种计划捐赠工具，解释其好处和目标，并指导捐赠者如何捐赠。识别潜在的计划捐赠者，了解需要考虑的因素，建立与捐赠者的关系，实施参与策略以培育关系，并制定培养捐赠者关系的策略。 3. **计划捐赠管理** 构建和管理计划捐赠战略，兼顾遗产管理。解释礼物接受政策的组成部分，识别何时需要咨询计划捐赠官员。开发材料以教育员工和志愿者有关计划捐赠的选项。 4. **计划捐赠资源** 使用四种常用计划捐赠协议的模板并区分它们。选择适当的软件来计算捐赠者的利益。解释美国国家和地方协会的角色和利益。制定面向潜在捐赠者的多渠道营销计划和广告。 通过这门课程，您将全面掌握计划捐赠的核心知识，提升捐赠和管理的能力。
Name:Course Overview & General Tax Considerations, Charitable Gifts, and Deductions
Description:In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors.
Name:Planned Giving Options and Donor Centered Giving
Description:In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship.
Name:Planned Giving Administration
Description:In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options.
Name:Planned Giving Resources
Description:In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors.
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.
