Certificate Course

Integrating Gifting with Client-Centric Planning




Gain deep, broad knowledge of how to apply gift planning vehicles to the objectives articulated by a variety of client profiles. Using true-to-life case studies, anticipate how to help clients assess the impact of their giving.

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In planning with various client profiles, students will focus on three consistencies—Know Your Client, Know Your Charity, and Know Your—to achieve client-centric goals in strategic giving.

What You'll Learn

You will learn how to integrate timing of inter vivos gifts with age and health while managing one- to two-person life/bequest plans. Then, you'll consider how to invest to plan with securities, insurance, registered products, property in-kind, remainder trusts, and DAF (Donor Advised Funds), all with the last step in the managed process—Measure Your Impact.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Course Content

Module 1 | Using Various Gift Vehicles
Module 2 | Planning with Families, Singles and Survivors
Module 3 | Planning with Business Owners

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

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