Module One
History, Philosophy, and Standards
Focus on
social, religious and political roots of American philanthropy, the
tax law's impact on philanthropic society, and philanthropy's role
in modern society.
- Statistical Review of American
Philanthropy-Historical giving patterns, relationships of
giving and governmental budgets, and relationships of giving and
tax law.
- Ethics and Philanthropy-Ethical theories and
implications, overview of ethical code of fund-raisers and
ancillary professors, ethics, public relations and politics,
application and enforcement of NCPG model standard
Instructor: Robert M. Bersi, PhD
Financial Planning
Focus on data gathering methods to assist the
client/donor in "discovering" their current financial position while
establishing or clarifying their personal objectives going forward.
To properly equip the student for this task, the course
addresses:
- the personal balance sheet
- cash flow requirements
- common income tax strategies
- legacy issues/estate planning basics
- retirement planning-qualified plans-types and issues
- building projections via present and future value
calculations
- questioning techniques
Ultimately, the course focuses on interpreting the data gathered
and the introduction of those charitable gift strategies which may
compliment the client's overall objectives.
Instructors: James F. Normandin and Daniel E. Parr
Dates: September 17-19, 2008
Fee: $930.00
Course Number-8901
