Certificate in Mastering Legacy Giving

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The Certificate in Mastering Legacy Giving is a comprehensive course designed to empower professionals in the art and science of legacy giving. This program is critical for those seeking to thrive in the non-profit and charitable sector, where the demand for legacy giving expertise is escalating.

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About this course

By engaging in this course, learners acquire essential skills in planned giving, donor relations, and estate administration. They delve into the technical aspects of gift planning, legal considerations, and ethical practices, all while honing their communication and stewardship abilities. Upon completion, course participants are equipped to design and implement legacy giving programs, cultivate donor relationships, and maximize planned gifts. In an increasingly competitive industry, this certificate sets learners apart as authorities in legacy giving, opening doors to career advancement and increased impact.

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Course Details

Unit 1: Understanding Legacy Giving & Planned Gifts
Unit 2: The Importance of Donor Relationships in Legacy Giving
Unit 3: Legal & Tax Considerations for Legacy Gifts
Unit 4: Types of Legacy Gifts: Bequests, Trusts, & Gift Annuities
Unit 5: Creating a Legacy Giving Program
Unit 6: Marketing Strategies for Legacy Giving
Unit 7: Stewardship & Recognition for Legacy Donors
Unit 8: Cultivating Professional Relationships with Advisors
Unit 9: Measuring Success in Legacy Giving
Unit 10: Ethical Considerations in Legacy Giving

Career Path

The **Certificate in Mastering Legacy Giving** prepares professionals for rewarding careers in legacy giving, an essential area of fundraising for non-profit organizations. Let's explore the current job market trends and demand for various roles in this field. 1. **Bequest Manager**: Bequest Managers play a crucial role in managing and soliciting planned gifts from donors. With a 25% demand in the UK market, Bequest Managers often work closely with donors and their legal advisors to ensure gifts are properly documented and executed. 2. **Planned Giving Officer**: Planned Giving Officers focus on developing and implementing strategies for legacy giving programs. The 35% demand for this role highlights the importance of having professionals who can effectively communicate the benefits of planned giving to donors and prospects. 3. **Major Gifts Officer**: Major Gifts Officers secure large donations by building and maintaining relationships with high-net-worth donors. With a 20% demand in the UK, Major Gifts Officers are essential for non-profit organizations to achieve their fundraising goals. 4. **Legacy Giving Specialist**: Legacy Giving Specialists work with donors and their advisors to create and manage planned gifts, ensuring they align with donors' financial and philanthropic goals. A 20% demand in the UK market demonstrates the value of having dedicated professionals to manage these gifts.

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 MASTERING LEGACY 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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