Advanced Certificate in Planned Giving

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Planned 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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About this course

It's designed for fundraising professionals, estate planners, and development officers seeking to enhance their skills. Learn to build strong relationships with donors. Understand charitable gift planning techniques. Explore tax implications and ethical considerations. Develop compelling proposals. Boost your career and the impact of your organization. Gain the expertise to cultivate transformative philanthropic partnerships. Explore the Advanced Certificate in Planned Giving today! Register now.

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Course details

• Planned Giving Fundamentals and Ethical Considerations
• 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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Earn a career certificate

Sample Certificate Background
ADVANCED CERTIFICATE IN PLANNED GIVING
is awarded to
Learner Name
who has completed a programme at
London School of International Business (LSIB)
Awarded on
05 May 2025
Blockchain Id: s-1-a-2-m-3-p-4-l-5-e
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