Certifications
Additional training has been completed in Philanthropic and Planned Giving.
The American Institute for Philanthropic Studies
Provides planned giving professionals and others who are involved in the planned giving process with the knowledge and skills required to implement and maintain a successful gift planning program. The goal of the Institute is to set the standard for academic excellence, practical experience and professional integrity in the field of Planned Giving. The widely acknowledged expertise and reputation of the Institute’s founding faculty, distinguished professionals from various disciplines in Planned Giving, enhance and facilitate this goal.
As a professional in the challenging and complex field of planned giving, you must have access to the latest techniques and strategies to be successful. That's why the American Institute for Philanthropic Studies has developed this unprecedented program.
The CSPGCM program is the only program that offers the Certified Specialist in Planned Giving designation. By earning this designation, you will be learn to:
Certified Specialist in Planned Giving (CSPGCM) . Have a background in planned giving earned the Certified Specialist in Planned Giving in April 2004
Course of study included following modules
Module One
•History, Philosophy, and Standards - Dr. Robert M. Bersi
•Financial Planning - James F. Normandin & Daniel E. Parr
Module Two
•Tax Planning - Matthew Rayer & Bill Hranchak
•Elder Care - David M. Harrison
Module Three
•Charitable Gifting Part One: Assets and Entities - Fred J. Marcus
•Charitable Gifting Part Two: Other Deferred Gifting Techniques - Claudia B. Sangster & Steve Chidester
Module Four
•Charitable Gifting Methods: Charitable Remainder Trusts - Marc Hoffman & Philip T. Temple
•Marketing Planned Giving - Vincent J. Fraumeni
Module Five
•Estate Planning - Jessica Dorman-Davis & Reynolds T. Cafferata
Module Six
•International Gift Planning - Jane Peebles
•Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr
Practicum Evaluation
To earn your CSPGCM Designation, you must complete Modules One-Six and the Practicum
Provides planned giving professionals and others who are involved in the planned giving process with the knowledge and skills required to implement and maintain a successful gift planning program. The goal of the Institute is to set the standard for academic excellence, practical experience and professional integrity in the field of Planned Giving. The widely acknowledged expertise and reputation of the Institute’s founding faculty, distinguished professionals from various disciplines in Planned Giving, enhance and facilitate this goal.
As a professional in the challenging and complex field of planned giving, you must have access to the latest techniques and strategies to be successful. That's why the American Institute for Philanthropic Studies has developed this unprecedented program.
The CSPGCM program is the only program that offers the Certified Specialist in Planned Giving designation. By earning this designation, you will be learn to:
- How to evaluate individual situations and recommend the best planned giving techniques in concert with the client's goals and objectives
- How charitable techniques can enhance basic and advanced estate planning
- How to minimize taxes and optimize income
- The interplay of gift modeling and importance of investment management
- The role of gift planning in estate planning
- How to formulate and execute a marketing proposal
- How to select effective internal gift arrangements
- How to determine the cost-effectiveness of a planned giving program
- How to build a strong administrative team to deal effectively with a diverse range of organizational challenges
Certified Specialist in Planned Giving (CSPGCM) . Have a background in planned giving earned the Certified Specialist in Planned Giving in April 2004
Course of study included following modules
Module One
•History, Philosophy, and Standards - Dr. Robert M. Bersi
•Financial Planning - James F. Normandin & Daniel E. Parr
Module Two
•Tax Planning - Matthew Rayer & Bill Hranchak
•Elder Care - David M. Harrison
Module Three
•Charitable Gifting Part One: Assets and Entities - Fred J. Marcus
•Charitable Gifting Part Two: Other Deferred Gifting Techniques - Claudia B. Sangster & Steve Chidester
Module Four
•Charitable Gifting Methods: Charitable Remainder Trusts - Marc Hoffman & Philip T. Temple
•Marketing Planned Giving - Vincent J. Fraumeni
Module Five
•Estate Planning - Jessica Dorman-Davis & Reynolds T. Cafferata
Module Six
•International Gift Planning - Jane Peebles
•Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr
Practicum Evaluation
To earn your CSPGCM Designation, you must complete Modules One-Six and the Practicum
