Certificate in Planned Giving and Legacy Building

-- viewing now

The Certificate in Planned Giving and Legacy Building is a comprehensive course that equips learners with the essential skills needed to thrive in the charitable giving and fundraising industry. This program focuses on the importance of planned giving and legacy building, two critical areas of expertise for non-profit organizations and professionals.

4.0
Based on 5,698 reviews

2,993+

Students enrolled

GBP £ 140

GBP £ 202

Save 44% with our special offer

Start Now

About this course

With a curriculum designed to meet industry demand, the course covers various topics including charitable gift planning, donor motivation, and estate planning. Throughout the course, learners will gain practical knowledge and skills necessary for career advancement. They will discover how to create and implement effective planned giving programs, how to build and maintain long-lasting relationships with donors, and how to navigate the legal and tax implications of planned gifts. By completing this certificate program, learners will be well-prepared to make a meaningful impact on their organizations and advance their careers in the planned giving and legacy building field.

100% online

Learn from anywhere

Shareable certificate

Add to your LinkedIn profile

2 months to complete

at 2-3 hours a week

Start anytime

No waiting period

Course Details

Introduction to Planned Giving: Understanding the basics, types, and benefits of planned giving
Estate Planning: Overview of wills, trusts, and power of attorney
Charitable Giving: Techniques for maximizing charitable impact while minimizing taxes
Gift Planning Strategies: Life income gifts, charitable lead trusts, and retained life estates
Donor Advised Funds: How they work and their benefits for donors and charities
Planned Giving Marketing: Effective ways to promote planned giving programs
Gift Acceptance Policies: Guidelines for accepting and acknowledging planned gifts
Legacy Society Management: Building, maintaining, and stewarding a successful legacy society
Case Studies: Real-world examples of successful planned giving programs

Career Path

Roles in **Planned Giving and Legacy Building** are highly sought after in the UK's thriving non-profit sector. This 3D Pie chart illustrates the job market trends for these roles, representing the percentage of available positions in the industry. 1. **Bequest Manager**: These professionals manage bequests and planned gifts, ensuring a smooth transition of assets to the intended recipients. 2. **Legacy Giving Officer**: Focused on building relationships, these officers encourage donors to leave a lasting impact through legacy gifts. 3. **Gift Planning Consultant**: Consultants help charities develop and implement gift planning strategies to secure their financial future. 4. **Estate Planning Attorney**: Specialising in estate planning, these attorneys ensure donors' wishes are carried out while minimising tax implications. 5. **Charitable Trusts Specialist**: These experts manage charitable trusts, ensuring they're administered according to legal requirements and donor intentions. The demand for skilled professionals in this field is on the rise, with competitive salary ranges and opportunities for growth. Pursuing a **Certificate in Planned Giving and Legacy Building** can open doors to rewarding careers in the UK's non-profit 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.

Why people choose us for their career

Loading reviews...

Frequently Asked Questions

What makes this course unique compared to others?

How long does it take to complete the course?

What support will I receive during the course?

Is the certificate recognized internationally?

What career opportunities will this course open up?

When can I start the course?

What is the course format and learning approach?

Course fee

MOST POPULAR
Fast Track: GBP £140
Complete in 1 month
Accelerated Learning Path
  • 3-4 hours per week
  • Early certificate delivery
  • Open enrollment - start anytime
Start Now
Standard Mode: GBP £90
Complete in 2 months
Flexible Learning Pace
  • 2-3 hours per week
  • Regular certificate delivery
  • Open enrollment - start anytime
Start Now
What's included in both plans:
  • Full course access
  • Digital certificate
  • Course materials
All-Inclusive Pricing • No hidden fees or additional costs

Get course information

We'll send you detailed course information

Pay as a company

Request an invoice for your company to pay for this course.

Pay by Invoice

Earn a career certificate

Sample Certificate Background
CERTIFICATE IN PLANNED GIVING AND LEGACY BUILDING
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.
SSB Logo

4.8
New Enrollment