Planned Giving Certificate Program

Over the past five or so years there has been a tremendous increase both in the interest and actual gifts associated with Gift Planning. The single biggest reason is the fact that the time/reward equation has proven the enormous potential for gifts when incorporating Planned Giving as a regular aspect of fundraising within a 501(c)3. Planned Giving programs may be small or large depending on the agency's capability and the donor base. While there are certificate programs and masters programs around the country, none exist on Long Island. Yet the 501(c)3 agencies are asking more and more about Planned Giving.

The interest in specific types of Planned Giving vehicles goes back to the early 1900s. However driven by income and estate tax law going back to the 1970s, more and more interest in newer techniques has evolved. In short, Planned Giving should be part of the development efforts of the not-for-profit community and to ignore it is an act of wanton imprudence. Remember Planned Giving is not a static event but rather a dynamic process. It takes time to develop, but the results are worth the effort.

PLANNED GIVING COURSES AND CERTIFICATE PROGRAM
Molloy College has developed a series of planned giving courses designed to teach fundraisers, staff, executive directors, and volunteers (board or committee members), as well as other financial professionals the techniques involved in Planned Giving and the related body of knowledge to help them succeed in Planned Giving.

Classes can be taken individually or in pursuit of a Planned Giving Certificate. These courses are complete in themselves and require no prior knowledge in the specific area, except the Practicum. The Practicum can only be taken by those pursing the certificate and must be taken last. However, it is suggested that for those students taking courses toward the certificate, the course: "The History of Planned Giving", should be taken first. Each course meets for one, 3-hour session, except the course, "Gift Planning and Donor Giving", which meets for three, 3-hour sessions. Courses are graded pass/fail.

The program is presented by instructors with extensive planned giving and related experience, as well as having excellent teaching skills. Interactive classes and expert lecturers enable students to learn from others representing a wide range of organizations.

All of the courses are offered twice a year, in the fall and in the spring, usually on Thursday evenings, starting in October and in March.

All courses will be offered at Molloy's Suffolk Center at Route 110, 7180 Republic Airport, East Farmingdale.

COURSE DESCRIPTIONS, SCHEDULING AND TUITION
All courses are offered twice a year, in fall and in spring, usually on Thursday evenings, starting in October and in March.

The listing of all the courses in the program, as well of the schedule of classes for the upcoming semester, can be found listed below. Each course is $75, except for the 3-session course, "Gift Planning and Donor Giving", which is $225.
 
THE HISTORY OF PLANNED GIVING
Students are introduced to the history of planned giving, as well given an overview covering the need for planned giving. Overview of techniques incorporated in planned giving and where planned giving fits in the fundraising model are also covered.
Instructor: JAMES E. MEYER, Partner, Greco Planning Group, Inc.
Course Number: PG-1000 Tuition: $75
Section A Suffolk Center Campus
1 Thursday, October 2; 6:30-9:30 p.m.

ESTATE PLANNING AND ELDER CARE ISSUES
This course will cover: Asset Protection, Estate Planning Strategies, Private Charitable Entities, Risk Management, Business Succession Planning, etc.
Instructor: LOUIS KAROL, Esq., CPA, Partner, Karol Hausman and Sosnik
Course Number: PG-4000 Tuition: $75
Section A Suffolk Center campus
1 Thursday, October 9; 6:30-9:30 p.m.

TAX PLANNING
Learn the different methods of transferring wealth, gift and estate taxes, and income tax systems in this one-session course.
Instructor: ROBERT BARNETT, Esq., CPA, Partner, Cappell, Barnett, Madalon, and Schoenfeld, LLP
Course Number: PG-3000 Tuition: $75
Section A Suffolk Center campus
1 Thursday, October 16; 6:30-9:30 p.m.

FINANCIAL PLANNING: FINANCIAL PLANNING 101
Students will learn about balance sheets, tax strategies, diversified portfolios, the investment spectrum, wealth accumulation, retirement planning (qualified and non-qualified), and much more.
Instructors: RICHARD BERGEN, CFP®, Principal, RLB Wealth Planning Inc., and ANTHONY PAPA, CFP®, Principal, Papa/Englehart Strategic Planning
Course Number: PG-2000 Tuition: $75
Section A Suffolk Center campus
1 Thursday, October 23; 6:30-9:30 p.m.

GIFT PLANNING AND DONOR GIVING
A three-session course that will analyze gift planning and utilizing the problem solving model in the first two  sessions. All types of potential Planned Gifts will also be analyzed, examples given, and case studies analyzed, plus the sessions will cover methods of marketing, staff needs, volunteer roles, etc. In the third session you will learn about Donor Centric Giving, What you need to tell your donor, Running the Shop, Review of Techniques, and more!
Instructors: JAMES E. MEYER, Partner, Greco Planning Group, Inc. and ALEXANDRA BROVEY, Esq., Senior Director, Gift Planning, North Shore-Long Island Jewish Health System Foundation
Course Number: PG-5000 Tuition: $225
Section A Suffolk Center campus
3 Thursdays, October 30-November 13;
6:30-9:30 p.m.

PRACTICUM
Each individual student will develop their own plan/model for a Planned Giving program for either their own 501(c)3 or a fictitious agency. This course can only be taken by those pursing the certificate and must be taken last. The student will work under the tutelage of James E. Meyer, Partner, Greco Planning Group, Inc.
Course Number: PG-6000 Tuition: $75
Section A Suffolk Center campus
1 Thursday, November 20; 6:30-9:30 p.m.

Click here for the current schedule of classes.

Registration
Students should register for classes at least one week prior to the start of classes to insure enough time for you to get your confirmation and parking permit. However, you can register up until the day of class. Please note that some of our classes do close out and some of our classes do cancel, so you may be taking a chance of not getting into the course of your choice by waiting.

Register for all the courses and save! If you are interested in taking the courses towards the Certificate in Planned Giving, you can register for all six course in the program for $495, a savings of $105 over the per course tuition fees. To qualify for the discount you must register for all 6 courses before you enroll in the second course in the curriculum. That will allow students who are unsure if they would like to complete the entire program the opportunity to take one course in the program to see if they would like to pursue the certificate.
Certificate Program Course Number: PG-7000 Tuition: $495 Click here to register online.

To register online click the course titles above or click here. To register in person, by phone, by fax or by mail, click here. Confirmation of your registration and classroom assignments will be mailed or emailed to you upon receipt of your registration.

Mailing List/Request a Catalog
The schedule of classes comes out in our catalog which is mailed twice a year (January and July) to students who have made an inquiry or registered within the last 6 months. However, the most up-to-date scheduling information can be found on the program webpage. We will also email you monthly reminders of the upcoming schedule if you have provided us with an email address. Request a catalogJoin our mailing list.

Questions?
If you have any questions, contact Louis Cino at lcino@molloy.edu or call 516.323.3550.