Professional Certificate in Strategic Gift Planning

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The Professional Certificate in Strategic Gift Planning is a comprehensive course designed to empower fundraising professionals with the skills to create and implement effective gift planning strategies. This certificate course highlights the importance of understanding donor needs, tax laws, and complex gift types to maximize charitable giving.

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About this course

With the growing demand for strategic gift planning in the non-profit sector, this course provides a competitive edge for career advancement. Learners will gain essential skills in designing donor-centered gift plans, engaging professional advisors, and managing planned giving programs. The course content is aligned with industry best practices and delivered by experienced instructors. By completing this course, fundraising professionals will be equipped with the knowledge and skills to build long-term relationships with donors, increase major gift contributions, and ensure the financial sustainability of their organizations.

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Course Details

Introduction to Strategic Gift Planning: Understanding the concept, benefits, and best practices of strategic gift planning.
Identifying Prospective Donors: Techniques for identifying and qualifying potential major gift donors.
Cultivating Donor Relationships: Strategies for building and maintaining long-term relationships with donors.
Planned Giving: An overview of different planned giving vehicles, such as bequests, charitable trusts, and gift annuities.
Gift Acceptance Policies: Best practices for creating and implementing gift acceptance policies.
Tax Considerations: Understanding the tax implications of charitable giving for both donors and organizations.
Donor Recognition and Stewardship: Methods for recognizing and stewarding donors to build loyalty and encourage future giving.
Creating a Gift Planning Program: Steps for establishing and managing a comprehensive gift planning program.
Ethical Considerations: Ethical guidelines for strategic gift planning, including confidentiality, transparency, and compliance.

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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Earn a career certificate

Sample Certificate Background
PROFESSIONAL CERTIFICATE IN STRATEGIC GIFT PLANNING
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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