Obtain a deeper knowledge of emerging philanthropic and fundraising trends. Learn to guide clients’ giving objectives towards the investment options and charitable structures that ensure gifts will be used wisely and according to their wishes.Enrol
This course provides foundational knowledge for navigating and assessing the charitable landscape including non-profits, public and private foundations, and donor advised funds. Students will be equipped to provide guidance when evaluating giving options by mapping the charitable ecosystem together with client objectives for their social capital. 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.
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.
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.