Estate and Gift Tax Planning
Learn the fundamentals of estate and gift tax to efficiently transfer wealth to the next generation. Understand annual gift tax exclusions, lifetime exemptions, and basic trust strategies.
56 courses
A practical guide for anyone wanting to make a meaningful difference, regardless of the size of their contribution.
Gain the skills to identify prospective donors and implement effective gift planning strategies that align with donor goals and organizational needs.
Learn to identify, engage, and secure transformational donations through proven moves management strategies and ethical donor stewardship.
Discover how to organize donor profiles, segment fundraising portfolios, and use actionable lists to build lasting philanthropic relationships.
Learn to configure and manage NPSP Gift Entry to streamline donation processing and maintain accurate fundraising data.
Streamline fundraising data entry, batch donation processing, and record creation in NPSP to keep your organization's donor data clean and accurate.
Configure Customizable Rollups and exclude specific opportunity record types to ensure precise charitable giving metrics in your nonprofit organization.
Master single and batch gift entry in NPSP to streamline your nonprofit's financial tracking, manage recurring donations, and maintain clean donor data.
Learn how to streamline donor relations, manage campaigns, and leverage AI-driven Agentforce tools to boost your organization's fundraising efficiency.
Learn how to plan campaigns, engage donors ethically, and build a sustainable fundraising strategy for your non-profit organization.
Learn to process donations, issue receipts, handle refunds, and manage write-offs efficiently using the Fundraising and Engagement platform for nonprofit organizations.
Set up giving levels, donor preferences, and fundraising objectives in your nonprofit engagement platform to streamline donor management and optimize campaigns.
Learn to track donor journeys, manage major gift pipelines, and leverage fundraising dashboards in Cloud for Nonprofit to boost your organization's impact.
Learn to record donations, track fundraising campaigns, and manage donor histories effectively within Cloud for Nonprofit tools.
Discover how to streamline donor engagement and optimize your fundraising strategy using Nonprofit Cloud and AI-driven Agentforce tools.
Streamline your fundraising data management by mastering manual gift entry, batch processing templates, and modern data validation techniques to ensure absolute accuracy.
Learn how to segment donor databases, apply strategic filters, and maintain clean contact lists to maximize your nonprofit's campaign outreach.
Master the fundamentals of donor data aggregation and automated data pipelines to optimize fundraising operations and build stronger donor relationships.
Learn to configure custom rollup fields in Salesforce to track, summarize, and analyze donor contributions and high-value gifts without writing code.
Learn how to identify potential donors, build meaningful relationships, and manage communication and meeting data ethically to support your organization's mission.
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