Advanced Certificate in Planned Giving Redefined
-- viewing nowThe Advanced Certificate in Planned Giving Redefined is a comprehensive course that addresses the growing industry demand for professionals with expertise in planned giving. This certificate program dives deep into the technical aspects and best practices of charitable gift planning, providing learners with the essential skills needed to thrive in this rewarding field.
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Course Details
• Unit 1: Introduction to Planned Giving Redefined
• Unit 2: Legal & Tax Considerations in Planned Giving
• Unit 3: Types of Planned Gifts: Charitable Gift Annuities
• Unit 4: Types of Planned Gifts: Charitable Remainder Trusts
• Unit 5: Types of Planned Gifts: Charitable Lead Trusts
• Unit 6: Planned Giving Marketing Strategies
• Unit 7: Building a Planned Giving Program
• Unit 8: Cultivating Planned Gift Donors
• Unit 9: Stewardship & Recognition of Planned Gift Donors
• Unit 10: Case Studies in Successful Planned Giving
Career Path
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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