• Read more about GS 849 Charitable Giving Strategies

The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift. 000049 AEP CAP^® MSFPP Single Course 9 1.00 Philanthropic Planning Financial Planning Master's Degree Program Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0000491 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY MO TX VA IL OH ND ID 10G

• Read more about GS 839 Planning for Impact in Context of Family Wealth

The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan. 000041 AEP CAP^® MSFPP Single Course 8 1.00 Philanthropic Planning Financial Planning Master's Degree Program Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0000411 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT VT VT WI WI WV WV ID MO VA WY FL IL OH ND 10G