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

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

Instructors: James F. Normandin & Daniel E. Parr