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

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:

  • 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

Classes will not be offered during the 2010-2011 year. Please check back for class dates for the 2011-2012 year.