Introduction to Gift Planning


We introduce the concept of flexible gift planning and the role of a gift officer in helping a donor to explore potential giving opportunities.  

We also begin to look at undivided partial (fractional) interest as an example of a unique and powerful way that donors can make an impact with their assets. 

  • Examples of how gift planning can help your donors
  • Guidelines for gift officers 
  • Avoiding undue influence
  • When to get help from senior gift planning people
  • The perfect question
  • How to add value to a donor relationship and distinguish yourself
  • Introduction to undivided partial (fractional) Interest gifts as an example of creative gift planning

CFRE Credit

Completion of this course is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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