Certificate in Planned Giving for Nonprofits

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The Certificate in Planned Giving for Nonprofits is a comprehensive course designed to empower nonprofit professionals with the skills and knowledge necessary to drive successful planned giving programs. This course emphasizes the importance of planned giving in sustaining nonprofit organizations, meeting mission goals, and building meaningful relationships with donors.

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About this course

In an industry where 9% of total giving comes from planned gifts (Fidelity Charitable, 2020), understanding the intricacies of this essential fundraising strategy is paramount. This course equips learners with the ability to create and implement effective planned giving campaigns, ensuring long-term financial stability for their organizations. By completing this course, learners will have gained a solid foundation in various planned giving instruments, donor stewardship, and tax implications, enabling them to excel in their careers and better serve their respective nonprofit missions. Stand out in the competitive nonprofit sector with the Certificate in Planned Giving for Nonprofits.

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Course Details


• Planned Giving Fundamentals
• Legal Aspects of Planned Giving
• Identifying Planned Giving Prospects
• Types of Planned Gifts
• Charitable Gift Annuities
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Bequests and Estate Planning
• Marketing and Communicating Planned Gifts

Career Path

The Certificate in Planned Giving for Nonprofits program prepares professionals for various rewarding roles in the charitable sector. This section highlights the distribution of professionals in different positions, providing valuable insights into the job market trends. The 3D Pie chart illustrates the percentage of professionals employed in each role: Planned Giving Officer, Major Gifts Officer, Gift Planning Consultant, Legacy Giving Manager, and Director of Planned Giving. The chart's transparent background and responsive design cater to all screen sizes, ensuring easy access and optimal viewing experience. By exploring the Certificate in Planned Giving for Nonprofits program, you'll gain a deep understanding of these roles and develop the essential skills to succeed in the industry. The program's comprehensive curriculum covers fundraising strategies, donor relations, and legal aspects of planned giving, equipping you with the tools to excel in your chosen career path. Planned Giving Officer: These professionals focus on developing and implementing strategies to secure future gifts from donors. Their role involves building relationships, identifying giving opportunities, and ensuring the organization's financial sustainability. Major Gifts Officer: Major Gifts Officers specialize in securing significant donations from individuals, foundations, or corporations. They manage portfolios of potential donors, plan cultivation strategies, and stewardship efforts to secure and grow major gifts. Gift Planning Consultant: Gift Planning Consultants offer expert advice to nonprofit organizations on planned giving strategies. They help clients create and implement effective gift planning programs, enhancing their fundraising capabilities. Legacy Giving Manager: Legacy Giving Managers focus on securing planned gifts, such as bequests, trusts, and annuities. They work closely with donors and their advisors to ensure that their charitable intentions are fulfilled and that the organization benefits from their generosity. Director of Planned Giving: As a leadership role, the Director of Planned Giving oversees all aspects of the organization's planned giving program. They develop and implement strategic plans, manage staff, and coordinate with other departments to ensure success. By understanding the distribution of professionals in these roles, you can make informed decisions about your career path in the nonprofit sector and align your expertise with industry needs. The Certificate in Planned Giving for Nonprofits program serves as an excellent starting point for professionals looking to grow their skills and make a meaningful impact in the charitable sector.

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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Sample Certificate Background
CERTIFICATE IN PLANNED GIVING FOR NONPROFITS
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
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
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