About the Course
This course explores the role of legacy planning, philanthropy, and charitable giving in personal financial decision-making. Participants will examine how individuals and families use charitable giving, estate planning strategies, and philanthropic goals to create lasting financial and social impact. Educators will study key topics including charitable giving strategies, donor motivations, nonprofit organizations, estate planning concepts, and the financial and tax considerations associated with philanthropy. The course also explores how financial literacy education can help students understand generosity, social responsibility, and long-term financial planning. Emphasis is placed on translating these complex financial and social concepts into engaging classroom lessons appropriate for middle and high school students. Through case studies, applied activities, and curriculum design exercises, participants will develop instructional strategies that help students understand charitable giving, legacy planning, and community impact. By the end of the course, participants will design a classroom-ready financial literacy mini-unit that helps students explore charitable giving, philanthropy, and long-term legacy planning.
- Explain the role of charitable giving and philanthropy in personal financial planning.
- Identify common charitable giving strategies.
- Analyze the financial and tax considerations associated with charitable contributions.
- Evaluate the social and community impact of philanthropy.
- Design classroom activities that teach generosity, philanthropy, and financial responsibility.
- Develop a standards-aligned financial literacy lesson sequence.