Syllabus for Gift
Planners
The Syllabus is a study guide for people
involved in charitable gift planning. Its purpose is
to identify areas of knowledge related to the
acquisition and administration of planned gifts.
PPP recommends that gift planners consult the
Syllabus to plan a program of reading,
seminars, conferences and other activities that will
fill gaps in their knowledge. Most of
PPP's
educational programs and publications are keyed to
the Syllabus for Gift Planners, a detailed
outline of professional knowledge and skills.
Private vendors, professional associations and
planned giving councils can facilitate this learning
process by coordinating their seminars and course
offerings with the areas of knowledge as outlined in
the Syllabus.
1.00 Philosophy & Practice
.01 Philanthropy
.02 Ethics
2.00 Donor Relations
.01 Marketing Planned Gifts
.02 Donor Concerns That Affect Giving
.03 Role of Gift Planner with Other Donor Advisors
.04 Communications
3.00 Understanding
and Designing Charitable Gifts
.01 Charitable Giving Methods
.02 Charitable Gift Assets
.03 Computing Charitable Deductions and Tax Savings
.04 Preparing Proposals and Financial Illustrations
4.00 Management
.01 Planned Giving Program Policies and Guidelines
.02 Administration of Planned Gifts
.03 Program Administration
.04 Integrating Planned Giving Into a Development
Program
5.00 Financial and Estate
Planning
.01 Income Tax Planning
.02 Estate and Gift Tax Planning
.03 Retirement Planning
.04 Investing
.05 Cross-border Gifts
