Obtain a deeper knowledge of emerging philanthropic and fundraising trends to guide clients’ giving objectives towards the right investment options and charitable structures that ensure gifts will be used wisely and according to their wishes.Enrol Now
This course provides foundational knowledge for navigating and assessing the charitable landscape, including non-profits, public and private foundations, and donor-advised funds. You will be equipped to provide guidance in evaluating giving options by mapping the charitable ecosystem together with client objectives for their social capital.
You will learn how to move gifting decision-making from year-end to annual planning and from one-time major gifting to an ongoing tax-smart gift plan.
• 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.