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1.5 hours
$99 CAD
Learning Objectives

By the end of this course, it will have taught you to:

Understand the basics of strategic gift planning.

Deploy the two most important types of planned gifts.

Decide whether your organization is ready to start a planned giving program.

Explain how planned giving and major gifts are related.

Set up your organization with the fundamentals for success.

About Course

Launching a basic planned giving program can provide long-term security for your organization and ensure you’re not missing the opportunity to meaningfully engage your donors in supporting your work. This course provides you the information you need to get started!

Course Curriculum

This course provides a list of online and downloadable resources, including a course transcript.

  • Part 1: Strategic Gift Planning

  • Part 2: Gift Planning Vehicles

  • Part 3: Bequests

  • Part 4: Endowments and other Considerations

Individual Course Price

$99

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When purchasing 5 or more CharityVillage eLearning courses.

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Course Access & Duration

This course is online and self-paced, meaning that you can take it at anytime and anywhere. It will take approximately 1.5 hours to complete it. You have 1 year (365 days) to complete the course from the date of purchase before it will automatically expire in your account.
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Links and Additional Resources

  • 5 downloadable resources and course transcript

  • 12 links to online resources

  • 3 book recommendations

Course Level/Prerequisites/Final Exam

This is an introductory level course. A Certificate of Completion is issued once you pass the final exam with a mark of 70% of higher. Recommended companion courses are; How Fundraising Works, Receipting Charitable Gifts, Writing Effective Policies and Procedures

Certification Credits

This training may be used to meet the requirements for:

  • Certified in Volunteer Administration (CVA) credential. For more details about the CVA program and renewal requirements, visit www.CVAcert.org or email [email protected].

  • Continuing education certification may be eligible through the Professional Administrators of Volunteer Resources – Ontario (PAVRO). For more information, please email [email protected].

  • Participation in the course is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. For more information, please contact CFRE at [email protected]

About Course Author

The Canadian Association of Gift Planners (CAGP) is a national, non-profit professional association with a 30-year history of strengthening philanthropy in Canada whose members are charitable fundraisers and professional advisors across the country. CAGP inspires and educates people involved in strategic charitable gift planning, advocates for a beneficial tax and legislative environment that strengthens philanthropy giving, create a networking environment of like-minded professionals, and promote strategic charitable giving and estate giving to everyday Canadians. This course is presented online by Paul Nazareth, former vice-president of Education at CAGP.
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