Certificate in Mastering Legacy Giving

Name: 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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AboutThisCourse

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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CourseDetails

• 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

CareerPath

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.

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

CourseStatus

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NotAccreditedRecognized
NotRegulatedAuthorized
ComplementaryFormalQualifications

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FastTrack GBP £140

CompleteInOneMonth

AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

CompleteInTwoMonths

FlexibleLearningPace

TwoThreeHoursPerWeek
RegularCertificateDelivery
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FullCourseAccess
DigitalCertificate
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CERTIFICATE IN MASTERING LEGACY GIVING

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London School of International Business (LSIB)

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05 May 2025

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