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In this module, students learn where Principal Gifts fit in Nonprofit Gift Planning for larger organizations, in particular, the Colleges and Universities survey conducted in 2022 by the Council for Support and Advancement of Education.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the difference between Annual, Major, and Planned gifts and Principal Gifts with respect to size, structure, purpose and level of engagement by institutional leaders.
- State the sources of Principal Gifts by category, in particular with respect to private philanthropic tools.
- State the percentage of Principal Gifts that are unrestricted, in comparison to those that are donor-restricted as to purpose.
Presenter
Philip Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®
CFP® CE Credit
This content is eligible for two hours of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for two hours of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Principal Gifts in Nonprofit Gift Planning
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