Course Overview & General Tax Considerations, Charitable Gifts, and Deductions-Getting Started
A Note from UC Davis
Planned Giving Course Introduction
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Course Overview & General Tax Considerations, Charitable Gifts, and Deductions-General Tax Considerations, Charitable Gifts, and Deductions
General Tax Considerations, Charitable Gifts, and Deductions Introduction
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General Tax Considerations (Part 1)
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General Tax Considerations (Part 2)
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Charitable Organizations
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What is a Charitable Gift?
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When is a Contribution Deductible? (Part 1)
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When is a Contribution Deductible? (Part 2)
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Course Overview & General Tax Considerations, Charitable Gifts, and Deductions-Honor's Track Opportunity
Attend a Planned Giving Association Meeting
Planned Giving Options and Donor Centered Giving-Planned Giving Options
Planned Giving Options and Donor Centered Giving Introduction
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Planned Giving Terminology
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Charitable Bequests
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Charitable Gift Annuities
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Pooled Income Funds
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Charitable Remainder Trusts
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Charitable Remainder Unitrust
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Charitable Lead Trust
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Planned Giving Options and Donor Centered Giving-Donor Centered Giving
Identifying Planned Giving Donors
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Building Relationships with Donors
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Donor Interest and Strategies (Part 1)
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Donor Interest and Strategies (Part 2)
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Planned Giving Administration-Planned Giving Administration
Planned Giving Administration Introduction
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Structure Planned Giving with Legacy Management in Mind
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Document Gift Acceptance Policies (Part 1)
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Document Gift Acceptance Policies (Part 2)
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Document Gift Acceptance Policies (Part 3)
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Build Relationships Between Investment, Gift, and Accounting Teams
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Train Staff and Volunteers
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Provide Donors Clear Disclosures
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Marketing Fundamentals That Drive Successful Planned Giving
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Planned Giving Administration-Peer Review Assignment
Welcome to Peer Review Assignments
Planned Giving Resources -Planned Giving Resources Introduction
Planned Giving Resources Introduction
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Specimen Agreements: Introduction
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Specimen Agreements: Charitable Gift Annuity
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Specimen Agreements: Charitable Trust and Unitrust
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Specimen Agreements: Retain Life Estate
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Planned Giving Software
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Planned Giving Associations
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Planned Giving Resources -Planned Giving Course Summary
Planned Giving Course Summary
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