Professional Certificate in Planned Giving Strategies

Saturday, 27 September 2025 03:58:44

International applicants and their qualifications are accepted

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Overview

Overview

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Planned Giving Strategies: This Professional Certificate equips you with the essential skills to cultivate and manage successful planned giving programs.


Learn to identify and engage major donors. Master techniques for cultivating legacy gifts, bequests, and charitable trusts. Understand estate planning and its impact on philanthropy.


The program benefits fundraising professionals, development officers, and non-profit leaders seeking to enhance their planned giving expertise. Planned giving is crucial for long-term sustainability.


Expand your knowledge and significantly impact your organization's future. Explore the Professional Certificate in Planned Giving Strategies today!

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Planned Giving Strategies: Unlock the secrets to cultivating major gifts and securing your organization's future with our Professional Certificate in Planned Giving Strategies. This comprehensive program equips you with essential fundraising techniques, including legacy giving, gift annuities, and charitable trusts. Gain in-demand skills, boosting your career prospects as a development officer, planned giving officer, or advancement professional. Master estate planning principles and learn to build lasting donor relationships. Our unique curriculum combines practical exercises with real-world case studies, leading to immediate applicability and significant career advancement. Advance your fundraising career and become a highly sought-after planned giving expert.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Planned Giving Fundamentals & Philosophies
• Donor Psychology and Motivation in Planned Giving
• Estate Planning Basics for Planned Giving Professionals
• Charitable Gift Vehicles: Outright Gifts, Bequests, Trusts, and Charitable Remainder Trusts
• Developing a Planned Giving Program: Strategy & Implementation
• Prospect Identification & Cultivation for Planned Gifts
• Legal and Ethical Considerations in Planned Giving
• Measuring the Success of Your Planned Giving Program (ROI & Reporting)
• Working with Attorneys and Financial Advisors (Collaboration & Communication)

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role (Planned Giving) Description
Planned Giving Officer Develops and implements planned giving strategies, manages relationships with donors, and secures significant gifts. Key skills include fundraising, communication, and estate planning knowledge.
Major Gifts Officer (Planned Giving Focus) Cultivates relationships with high-net-worth individuals, securing significant planned gifts. Requires exceptional relationship management and fundraising expertise.
Planned Giving Manager Oversees all aspects of planned giving programs, including strategy, marketing, and administration. Strong leadership and management skills are essential.
Development Director (Planned Giving Expertise) Leads fundraising efforts with a strong focus on planned giving strategies. Possesses extensive experience in fundraising and nonprofit management.

Key facts about Professional Certificate in Planned Giving Strategies

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A Professional Certificate in Planned Giving Strategies equips fundraising professionals with the essential knowledge and skills to cultivate and manage planned gifts. This specialized training is highly relevant for nonprofit organizations, foundations, and higher education institutions seeking to enhance their fundraising capabilities.


Learning outcomes typically include mastering techniques for identifying and cultivating prospective planned gift donors, understanding various planned giving vehicles such as charitable gift annuities and bequests, and developing effective communication strategies for promoting planned giving initiatives. Participants learn to navigate the legal and ethical considerations involved in planned giving, ensuring compliance and donor satisfaction. Strong presentation skills, crucial for successful planned gift solicitation, are also developed.


The duration of a Professional Certificate in Planned Giving Strategies varies depending on the program provider, ranging from a few intensive weeks to several months of part-time study. Some programs offer flexible online learning options while others may involve in-person workshops and seminars. The program's structure often includes a mix of lectures, case studies, and interactive exercises to facilitate practical application of the learned concepts. Successful completion often involves a final assessment or project demonstrating competency in planned giving strategies.


In today's competitive fundraising landscape, a Professional Certificate in Planned Giving Strategies offers a significant advantage. The ability to cultivate and manage major gifts, including planned gifts, is a highly sought-after skill, enhancing career prospects and increasing an organization’s capacity to secure long-term financial sustainability. Graduates are well-prepared to implement effective planned giving programs, significantly impacting their organization’s fundraising success and fulfilling their philanthropic mission.


This certificate is valuable for professionals in development, fundraising, and advancement roles. The curriculum usually integrates best practices and current regulations in estate planning and charitable giving, maximizing the program's real-world impact. Individuals seeking to advance their careers in philanthropy will find this certificate a valuable credential.

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Why this course?

A Professional Certificate in Planned Giving Strategies is increasingly significant in today's UK fundraising landscape. Charitable giving, while fluctuating, remains crucial for many UK organizations. The Institute of Fundraising reported a slight dip in overall giving in recent years, highlighting the need for sophisticated fundraising approaches. Effective planned giving strategies are vital for securing long-term financial stability for charities and nonprofits. This certificate equips professionals with the expertise to cultivate major gifts and bequests, addressing the growing demand for skilled practitioners in this area.

Year Total Charitable Giving (Billions GBP)
2021 10.5
2022 9.8
2023 (Projected) 10.2

Who should enrol in Professional Certificate in Planned Giving Strategies?

Ideal Audience for a Professional Certificate in Planned Giving Strategies Description
Fundraising Professionals Experienced fundraisers seeking to enhance their skills in legacy giving, major gifts, and planned giving strategies. Many UK charities rely heavily on planned giving to secure their long-term financial sustainability, representing a significant portion of overall income (source needed for specific statistic).
Charitable Trust Managers Professionals managing charitable trusts who want to improve their understanding of planned giving options and develop effective strategies for soliciting planned gifts. Understanding tax implications and estate planning is crucial for this group, helping them advise donors effectively.
Development Officers Development officers seeking to expand their expertise in securing significant donations, including those made through wills, trusts, or other planned giving vehicles. Developing strong relationships with high-net-worth individuals is a key skill for this audience.
Estate Planners & Solicitors Legal professionals who advise clients on estate planning and wish to integrate planned giving into their advisory services, enhancing the value they offer to clients interested in supporting charities. This is vital for compliance with UK inheritance tax laws (source needed for statistic on percentage of estates involving charitable donations).