Estate Planning Course


Quite likely, the largest gifts ever received by your organizations will be made via an estate. As such, it seems only logical that we, as nonprofit representatives, understand the process. This course goes over the basics of estate gifts. 

You Will Learn 

The basics and mechanics of estate planning including, what type of donor likes these gifts, how they works, assets that make good estate gifts, tax issues, and how to accept them. You will also gain knowledge about estate planning including trusts, wills, the probate process, and how to maintain an appropriate professional role in the process. 

  1. Having The Conversation 
  2. Estate Planning  
  3. Who, When, Why
  4. How it Works
  5. Assets that Fund It
  6. Tax Issues
  7. How to Accept
  8. Overview of Trusts
  9. Living Trusts 
  10. Choosing a Trustee 
  11. Estate Probate Process 
  12. Sample Codicil for a Will
  13. Undue Influence 
  14. Wills 

CFRE Credit

Completion of this course is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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Guided Learning Courses are available to premium members.  

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