Major Gifts and Planned Giving

Regular small donations can minimally sustain an organization for a while, but frequently development professionals must develop a plan to meet annual budget or capital needs for future growth. In this course students will learn to identify and cultivate major donors, prepare, conduct and document their conversations with major gift prospects, and review the different forms of gifts worth accepting and seeking. Additionally, students will discover the benefits of building a planned giving program for any size of nonprofit. Skills and knowledge to listen for donor cues and discuss different planned gifts will be developed to meet the financial needs of tomorrow.

Learning Outcomes
At the end of the course, students will be able to:

• Analyze budget needs to plan for major gifts
• Define and develop successful strategies to secure major gifts
• Research and identify potential donors
• Practice, conduct, and document interactions with prospects
• Identify conversation cues when speaking with donors and share the basics of planned giving
• Understand the basic concepts of planned giving
• Market planned gifts and Incorporate a planned giving program into their organization

Full participation in Major Gifts and Planned Giving is applicable for 30 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Note: Although you can take any course in any order we recommend you start from the required course Introduction to Fundraising and Development. If you are not interested in pursuing the Professional Certificate in Fundraising and Development you can enroll in any single class.

Enroll in our free online Fundraising and Development Information Session HERE to learn how our fully online Fundraising and Development Certificate and career services can help you shape your career plans.

For questions, please contact the Program Manager at FRDevProgram@ucsd.edu.

Course Number: BUSA-41024
Credit: 2.00 unit(s)
Related Certificate Programs: Fundraising and Development

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10/9/2023 - 11/17/2023

$425

Online

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• SECTION ID:

  175851

• CLASS TYPE:

  Online Asynchronous.
  
  This course is entirely web-based and to be completed asynchronously between the published course start and end dates. Synchronous attendance is NOT required.
  You will have access to your online course on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.

• INSTRUCTOR:
  

  Dawson, Danielle, Vice President, JD, MBA

  Dani Dawson is the Vice President of Institutional Advancement at California Western School of Law. In this role, Dani is responsible for building a growing a culture of Philanthropy at the law school. Using a multi-faceted approach to  fundraising, Dani is doing just that. In her six months as the VPIA, she has more than doubled the amount of gifts raised. Dani was previously the Executive Director of Gift Planning at UC San Diego and has a true passion for helping people achieve their philanthropic goals through creative and thoughtful planning. Dani earned her JD at Chapman University School of Law and her MBA at the University of Phoenix. She is a Past President of the Association of Fundraising Professionals, San Diego Chapter. Dani is a proud member of Women Give San Dieg...Read More

• TEXTBOOKS:

  REQUIRED

  The Ask: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Ventur 2nd
  by Laura Fredricks
  ISBN / ASIN: 9780470480946

  You may purchase textbooks via the UC San Diego Bookstore.

• POLICIES:

  No refunds after: 10/17/2023.
  

• NOTE:

  Enter code early50 at checkout for a $50 off

• DATE & LOCATION:

  10/9/2023 - 11/17/2023
  extensioncanvas.ucsd.edu
  You will have access to your course materials on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.