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Getting Started in Planned Giving
(Canadian Edition)

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Course Overview: (Download as PDF)

Learning Outcomes:

  • Describe planned giving, using an easy-to-understand definition.
  • List the most common types of planned gifts.
  • Decide whether your organization is ready to start a planned giving program.
  • List the 10 steps in creating a successful planned giving program.
  • Explain how planned giving and endowment-building are related.

  • Download full Course Curriculum in Adobe PDF format.

Downloadable Resources:

Course Level/Prerequisites/Certification Credits:

  • Introductory level.
  • Take the optional final quiz. If you pass with 70% or more, you can download a Campus Certificate of Completion.
  • Participation in the course is applicable for 2 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Duration:

  • This course is on-demand, meaning that you can take it anytime, at your own pace.
  • The course takes approximately 2 hours to complete from start to finish, but you have access for 3 months. Take it all at once. Take it in 15-minute bites. Take breaks between each module. Come back in a month for a refresher. It's entirely flexible and up to you!

Price: $127 per user; 3 month access (check for specials)

Register now!

System Requirements

Course Author: Marilyn Kerfoot

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