Advanced Certificate in Planned Giving
-- viewing nowPlanned Giving: Master the art of securing legacy gifts. This Advanced Certificate equips you with advanced strategies for cultivating and managing major gifts and bequests.
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Course details
• Gift Planning Techniques: Wills, Trusts, and Charitable Remainder Trusts
• Estate and Gift Taxation: Implications for Planned Giving
• Donor Relations and Stewardship in Planned Giving
• Prospect Identification and Cultivation for Planned Gifts
• Legal and Regulatory Compliance in Planned Giving
• Developing and Implementing a Planned Giving Program
• Measuring the Success of a Planned Giving Program
• Working with Financial Advisors and Estate Planning Professionals
Career path
| Career Role | Description |
|---|---|
| Planned Giving Manager (Fundraising) | Develops and implements strategies to cultivate major gifts and planned giving opportunities; manages relationships with high-net-worth individuals. |
| Legacy Officer (Estate Planning) | Works closely with donors to facilitate planned gifts, including bequests, charitable trusts, and other estate planning vehicles. Strong understanding of UK tax laws. |
| Development Officer (Planned Giving) | Supports the planned giving team in all aspects of fundraising, including research, communications, and event planning, focusing on securing long-term funding. |
| Trusts and Foundations Officer (Grant Seeking & Planned Giving) | Develops and maintains relationships with trusts and foundations to secure funding and explore collaborative opportunities in planned giving initiatives. |
Entry requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
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