Text Box: The Graduate Certificate 
 in Charitable Financial Planning
 at Texas Tech University
Text Box: PFP 5325: Introduction to Charitable Giving
This course is designed to introduce students to the techniques of charitable planning as viewed from the perspective of donors, financial advisors, and fundraising professionals.  A case study approach will be used to apply and integrate the material, and evaluation of financial alternatives will be emphasized.  In addition, the course will provide learning activities that will facilitate student growth and development in written and oral communication skills, including the development and presentation of individual planned giving opportunities.

Example Lectures

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Course Outline 
Introduction to charitable planning
What can planned giving accomplish?
Review of income, capital gains, and estate tax concepts
Direct gifts
Tax rules for simple gifts 
Income percentage limits
Property gifts
Partial interest gifts
Bargain sale transactions
Below-market interest loans
Splitting lifetime and post-mortem interests
Charitable gift annuities
Pooled income funds
Charitable remainder annuity trusts
Charitable remainder unitrusts
Charitable giving using life insurance
Charitable lead trusts
Donor controlled funds
Donor advised funds
Private foundations
Special assets & organizations
Qualified conservation contributions
Retirement plan gifts
Community foundations
Supporting organizations
Testamentary planning
Direct gifts
Testamentary trusts and foundations
Charitable planning practice
Planned giving markets and trends
Donor motivations
Marketing approaches
Vocational opportunities in charitable planning
Text Box: Graduate Certificate 
in Charitable 
Financial Planning
Program Overview
Online Courses
How to Apply

Free Lectures

Free Quizzes

Research Findings

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