Advanced Certificate in Planned Giving Redefined

Name: Advanced Certificate in Planned Giving Redefined
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The 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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AboutThisCourse

With a focus on practical applications and real-world scenarios, the course content is designed to equip learners with the knowledge and confidence to advise donors on complex gifts, including bequests, charitable trusts, and gifts of life insurance or real estate. By completing this advanced certificate program, learners will distinguish themselves as leaders in planned giving, opening up new opportunities for career advancement and increased impact in the nonprofit sector.

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CourseDetails

• 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

CareerPath

In the UK's nonprofit sector, roles in planned giving have seen an increase in demand due to a focus on long-term fundraising strategies. This Advanced Certificate in Planned Giving redefined is designed to equip fundraising professionals with the skills needed to succeed in this competitive job market. 1. **Planned Giving Officer:** These professionals create, implement, and manage charitable gift planning strategies, including bequests, trusts, and annuities. (25% of the job market) 2. **Major Gifts Officer:** Specialising in securing large donations, these officers work closely with high-value donors, managing relationships and tailoring fundraising campaigns. (30% of the job market) 3. **Gift Planning Consultant:** With expertise in legal, tax, and financial aspects of giving, consultants advise nonprofits and donors, enabling successful gift planning. (20% of the job market) 4. **Legacy Giving Manager:** Overseeing the legacy giving program, these managers coordinate marketing efforts, cultivate relationships, and ensure smooth donation processes. (15% of the job market) 5. **Donor Relations Manager:** Managing donor communication, stewardship, and recognition, these professionals build strong relationships, increasing donor retention and loyalty. (10% of the job market) As a data-driven career path expert, I can attest to the value of this advanced certificate for professionals seeking to rise in the UK's planned giving field. By focusing on these key roles and understanding the associated job market trends, you'll be well-positioned to excel in this rewarding sector.

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

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CourseProvidesPractical

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NotRegulatedAuthorized
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FastTrack GBP £140

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AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
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ADVANCED CERTIFICATE IN PLANNED GIVING REDEFINED

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London School of International Business (LSIB)

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05 May 2025

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