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  • 00Days
  • 00Hours
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Course curriculum

  • 1

    Planned Giving Basics

    • Public Vs Private Foundations

    • Public Vs Private Foundation Quiz

    • Types of Public Foundations

    • Open Investment Platforms

  • 2

    Family Foundations

    • Private Foundations

    • Donor-Advised Funds

    • Support Organizations

    • Fiscal Sponsorships

  • 3

    Split-Interest Gifting

    • Charitable Remainder Trusts (CRT or CRUT)

    • Net Income Charitable Remainder Trust (NI-CRUT)

    • Net Income With Makeup Charitable Reminder Trust (NIMCRUT)

    • Flip Charitable Remainder Unitrist (Flip-CRUT)

    • Charitable Remainder Annuity Trusts (CRAT)

    • Charitable Gift Annuities

    • Charitable Lead Trusts

  • 4

    Blended Finance: When For Profit and Nonprofits work together

    • Donating Stock

    • Impact Investing

    • Conscious Capitalism

  • 5

    Donating With Real Estate

    • Real Estate Basics

    • Form 8283

Instructor(s)

Melodie Durfee

President & COO

Melodie Durfee is the President and Chief Operating Officer of Legacy Global Charities. She consults with family offices and foundations across the nation and internationally, advising on administration, finance, risk management, controls, planned giving, alternative assets, and international transactions and activity. Over the years, Ms. Durfee has mediated resolutions for organizations, families, and individuals in solving tax, bankruptcy, legal actions, planned giving, and ethical trust violations. She has solved complicated tax problems for donors and charities and provided education on the valuation, acceptance, and investment of non-cash and alternative assets for organizations and families.

Amanda Adams

Director of Donor & Charitable Guidance

Michael Glover

Director of Estate & Gift Planning

Michael Glover is an experienced leader and entrepreneur who owns and operates four privately held companies in the business and real estate industries. His goal is to help millions of people live their best life with balance and purpose. His passion for helping others can be traced back to when he lived in the San Francisco Bay area as a volunteer, helping others overcome life’s many challenges for two and half years and in three different languages. Michael has always had a passion for technology and how it can better the lives of business owners and entrepreneurs. He has taken this passion and helped all of his clients automate and streamline their processes so they can make time for what is important to them. Michael has also been published in newspapers and magazines sharing his knowledge as a business owner, quality assurance professional and real estate investor As the Director of Estate and Gift Planning at Legacy Global, Michael brings this knowledge to donors and professionals alike by identifying the best charitable strategies available for the client and bringing them to fruition. Clients can then focus on the impact their charitable causes make while at the same time reaping the benefits that smart, charitable planning can give to the donor now and for generations to come. While Michael travels all over the country helping others, he is proud to live in the Phoenix, Arizona area with his wife and four sons.