Certificate in Planned Giving and Legacy Building
-- viewing nowThe 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.
2,993+
Students enrolled
GBP £ 140
GBP £ 202
Save 44% with our special offer
About this course
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
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
Course fee
- 3-4 hours per week
- Early certificate delivery
- Open enrollment - start anytime
- 2-3 hours per week
- Regular certificate delivery
- Open enrollment - start anytime
- Full course access
- Digital certificate
- Course materials
Get course information
Earn a career certificate