Courses

The Institute for Stewardship and Philanthropy (ISP) has created specialized virtual courses for those pursuing the Certified Giving Officer designation or status as a Fellow. Individual courses may be taken a class at a time for those who do not want to seek a Certified Planning Officer Designation or Fellowship

These virtual courses, which will be available beginning in the late fall of 2006, were prepared by some of the foremost authorities on charitable fundraising and planning. Each course consists of written materials, video lectures, and online segment tests. There is a comprehensive examination for the Certified Planning Officer Designation. The Estate and Wealth Strategies Institute at Michigan State University (EWSI) accredits all courses.

The required courses for the Certified Planning Officer Designation include:

ESTATE AND WEALTH PLANNING CONCEPTS

PROFESSIONAL RELATIONSHIPS

PLANNED GIVING

MANAGEMENT

Fundamentals of Estate and Wealth Planning***

Survey of Charitable Planning***

Strategic Planning***

Irrevocable Trusts and Generation Skipping Issues***

Developing and Managing Client and Peer Relationships***

Charitable Trusts***

Mission-based Management

Life Insurance Principles***

Interests in Real Property***

Board Governance***

Planning for Family Members***

Charitable Deductions***

Charitable Investing

Asset Protection Planning***

The Psychology of Wealth***

Principles of Fundraising***

Non-Profit Liability & Conflicts of Interest***

Entities in Charitable Planning***

Multidisciplinary Professional Relationships: Issues, Ethics, and Protocols

Fundraising Campaigns

Fundraising Regulation in the United States

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Internet Fundraising

Ethical Fundraising

Courses marked with *** are required Fellowship courses.

Courses by other course providers, including Universities and other organizations that provide education for charitable officers may qualify for credit toward the Charitable Giving Officer Designation or Fellowship.