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.
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.
• 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
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.