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

Effective Giving: A Practical Guide to Philanthropy

Fundamentals of Planned Giving and Donor Relations

Major and Principal Gift Fundraising: Strategies for High-Impact Philanthropy

Managing Donor Portfolios and Profiles for Fundraising Success

Setting Up Gift Entry in Nonprofit Success Pack

Managing Nonprofit Donations with NPSP Gift Entry

Customizing NPSP Rollups in Salesforce for Accurate Donor Data

Managing Donations in Nonprofit Success Pack (NPSP)

Introduction to Nonprofit Cloud and Agentforce for Fundraising

Fundraising Essentials for Non-Profit Organizations

Managing Gift Batches, Receipts, and Refunds in Cloud for Nonprofits

Configuring Fundraising and Engagement for Nonprofits

Moves Management for Major Gifts with Fundraising and Engagement

Processing Gifts and Managing Donors in Cloud for Nonprofit

Modern Fundraising with Nonprofit Cloud and Agentforce

Optimizing Gift Entry and Batch Donation Processing

Building Actionable Donor Lists for Effective Fundraising

Fundraising Rollups and Data Processing Engine Fundamentals

Salesforce Custom Rollups for Donor Gift Summaries

Fundraising Fundamentals: Engaging Prospects and Donors