A to Z Course Index

Information Sessions

Certificate Programs

Transcripts

Course Locations

Concurrent Enrollment

Order a Catalog

Courses begin every month. A new edition of our catalog is published three times a year in early April, July and December.

Quick Enroll	Search

Course Catalog > Business > Personal Financial Planning and Wealth Management

Philanthropy as a Wealth Management Tool

There are currently no sections open for enrollment.

X414.5 (2 semester units in Business Administration)

A requirement in the Professional Sequence in Wealth Management; an elective in the Certificate Program in Finance and in the Professional Sequence in Personal Financial Planning

Review charitable giving techniques, including charitable remainder trusts, nontrust giving techniques, gift annuities, use of private foundations, use of donor-advised funds and supporting organizations, postmortem charitable planning and a number of significant related topics.

Prerequisites: Students need to hold a bachelor's degree and have two years of experience in a financial services industry. Students should also have completed the introductory course, Understanding Wealth Management X414.3.

Future-Term Courses and Enrollments

Courses are offered three terms per year: spring, summer, fall. Information about upcoming courses is available when enrollment opens each term.

• Spring term: Enrollment opens in early December. Classes begin in January.
• Summer term: Enrollment opens in early April. Classes begin in late May.
• Fall term: Enrollment opens in early July. Classes begin in August.

Join our email list for periodic updates about course availability.