Certificate Course

Introduction to Strategic Philanthropy




Learn how to tap into clients’ philanthropic goals,and in the process increase opportunities to build trust by understanding clients’ values and critical personal causes.

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Engage and get multiple stakeholders on the same page, with broad principles and objectives for deploying a successful charitable giving strategy. Obtain a precise understanding of how to integrate the tax aspects of charitable giving.

What You'll Learn

This course will teach you how to plan to integrate our clients' values with new technical expertise about the assets they may wish to deploy in their giving—from cash to gifts in kind to deferred gifts made by bequests in a will.

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 | Why Families Give
Module 2 | The Role of the Advisor
Module 3 | Personal Tax Aspects of Charitable Giving
Module 4 | Ways to Give: Assets Other than Cash
Module 5 | Deferred Gifts: Tax Aspects
Module 6 | What a Successful Plan Looks Like

Marking Guide

Chapter Review Exercises
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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