Planned Giving

In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors. 

Academic Units
Section Number
Instruction Method
Online class

Section Course Materials

The Complete Guide to Planned Giving


Section Notes

Enroll now through August 28 and complete by October 1. Access to your course will be available starting August 21.

This course has two required synchronous sessions. Students will be notified of the dates of these sections when they have been scheduled. 


Enrollment Policies

View complete enrollment policy information including details on withdrawals and transfers.

Technical Requirements

To ensure your success in this online course, please review our technical requirements. In addition, the following software and hardware will be used for this course: 1) Headphones with microphone (required) 2) Adobe Flash Player (required) 3) Adobe Acrobat Reader (required) 4) Webcam (suggested) Please call 530-757-8895 for further information or assistance.


Early Enroll Discount

Enroll 14 days before the course start date to save $50 on the course fee.

Info Session Discount

Attendees of UC Davis Continuing and Professional Education Information Sessions may be eligible for $100 discount on a class by entering the Coupon Code provided at the Information Session.  Contact UC Davis Continuing and Professional Education Student Services office, at (800) 752-0881, if you have questions about this discount.

CAAA Member Discount

Current members of the Cal Aggie Alumni Association and other UC alumni associations receive $50 off the course fee. If you don't have your association discount code contact UC Davis Continuing and Professional Education Student Services at (800) 752-0881.

Capitol Corridor Rider

Capitol Corridor riders are eligible for a one-time $100 discount on a UC Davis Continuing and Professional Education course (some exceptions apply). The Discount Code is available on the UC Davis Continuing and Professional Education course page on the Capitol Corridor’s onboard Wifi system.