Info Session: PGI Tuition Waivers & Certificate Program-Recording

Video Transcription

Video Summary

The session introduced a new Planned Giving Certificate at the Indiana University Lilly Family School of Philanthropy and explained CASE’s partial tuition waivers for members. Amy Roy described the three-course certificate: an introductory course, an “beyond the basics” course, and a comprehensive final course covering technical gift-planning topics like trusts and IRAs. Courses can be taken online, in person, or virtually, and the third course includes an option to bring a colleague or organizational leader to encourage cross-departmental support. Ryan then outlined the waiver application process: applicants must be CASE staff members, show interest in planned giving, commit to completing all three courses, and provide supervisor endorsement. The waivers cover about half the total tuition, reimbursed in stages after each course is completed. Applications are reviewed on a rolling basis, with priority deadlines ahead of course start dates.

Keywords

planned giving certificate

Indiana University Lilly Family School of Philanthropy

CASE tuition waivers

gift planning courses

trusts and IRAs

supervisor endorsement