2009 Conference, Oct. 14-17, 2009, National Harbor, MD
NCPG Education & Training
Syllabus
for Gift Planners
The
Syllabus is a study guide for people involved in charitable gift
planning. Its purpose is to identify areas of knowledge related to the
acquisition and administration of planned gifts. The Partnership recommends that
gift planners consult the Syllabus to plan a program of reading,
seminars, conferences and other activities that will fill gaps in their
knowledge.
Most of
the Partnership's educational programs and publications are keyed to the
Syllabus for Gift Planners, a detailed outline of professional knowledge and
skills. Private
vendors, professional associations and planned giving councils can
facilitate this learning process by coordinating their seminars and course
offerings with the areas of knowledge as outlined in the Syllabus.
1.00 Philosophy & Practice
.01 Philanthropy
.02 Ethics
2.00 Donor Relations
.01 Marketing Planned Gifts
.02 Donor Concerns That Affect Giving
.03 Role of Gift Planner with Other Donor Advisors
.04 Communications
3.00 Understanding and Designing Charitable Gifts
.01 Charitable Giving Methods
.02 Charitable Gift Assets
.03 Computing Charitable Deductions and Tax Savings
.04 Preparing Proposals and Financial Illustrations
4.00 Management
.01 Planned Giving Program Policies and Guidelines
.02 Administration of Planned Gifts
.03 Program Administration
.04 Integrating Planned Giving Into a Development Program
5.00 Financial and Estate Planning
.01 Income Tax Planning
.02 Estate and Gift Tax Planning
.03 Retirement Planning
.04 Investing
.05 Cross-border Gifts
