Info Session: PGI Tuition Waivers & Certificate Program-Presentation

Presentation

Pdf Summary

CASE and the Planned Giving Initiative are offering partial tuition waivers for CASE members pursuing the Certificate in Planned Giving Management through the Indiana University Lilly Family School of Philanthropy. The waivers are available worldwide to current staff of CASE member institutions who have an interest in planned giving, can commit to all three required courses, and have supervisor or leadership support. While the program is broadly applicable, part of the content is specific to U.S. tax law.<br /><br />The waiver covers part of each course in a progressive way, totaling about half the full certificate cost: $450 for the first course, $650 for the second, and $900 for the third. Applicants must submit an application addressing their background in educational advancement, interest in planned giving, professional development goals, and details about their office and role. Required uploads include a resume, supervisor support letter, and a professional photo.<br /><br />Applications are reviewed on a rolling basis, with priority given to those submitted by July 10, 2026. Applicants are encouraged to apply early, as scholarships are awarded based on merit and need and course seats may fill quickly. If there are issues with the scholarship platform, applicants can contact awards@case.org.<br /><br />If awarded, recipients register for each course themselves, complete it, notify CASE with completion details, and then receive reimbursement for the approved waiver amount. This process repeats for all three courses.

Keywords

planned giving

tuition waivers

CASE members

certificate program

philanthropy education

Indiana University

scholarship application

professional development

U.S. tax law

course reimbursement