PickAClass · Personal Finance & Money Mastery · Personal Tax Planning and Optimization

Estate and Gift Tax Planning

Learn the fundamentals of estate and gift tax to efficiently transfer wealth to the next generation. Understand annual gift tax exclusions, lifetime exemptions, and basic trust strategies.

Estate and Gift Tax Planning

Building Actionable Donor Lists for Effective Fundraising

Fundraising Rollups and Data Processing Engine Fundamentals

Salesforce Custom Rollups for Donor Gift Summaries

Salesforce Rollup Calculations for Donor Engagement

Alumni Relations and Fundraising Foundations

Introduction to Philanthropic Research and Fundraising Strategies

Foundations of Gift Planning and Fundraising Management

Managing Matching Gifts in NPSP

Salesforce NPSP: Managing and Assigning Partial Soft Credits

Donor Engagement and Segmentation in Nonprofit Cloud

Donor Engagement Strategies and Modern Fundraising Tools

Nonprofit Cloud Fundraising Operations: Foundations of Donor Management

Fundraising Operations and Donor Database Management for Beginners

Designing Gift Designations for Effective Fundraising

Managing Gift Commitments and Donor Pledges

Gift Entry and Transaction Management for Nonprofits

Managing Recurring Donations in NPSP for Nonprofits

Donation Management with Nonprofit Success Pack (NPSP)

Donation Management in Salesforce Nonprofit Success Pack (NPSP)

Payment Management in Salesforce NPSP for Fundraising

Salesforce NPSP: Managing Recurring Donations for Nonprofits

Donation Allocation Management for Nonprofits in Salesforce

Donation Acknowledgment Strategies for Nonprofits

Donor Segmentation and Prospecting with NPSP for Fundraising