Certificate in Planned Giving and Legacy Building

Name: Certificate in Planned Giving and Legacy Building
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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.

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AboutThisCourse

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.

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CourseDetails

• 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

CareerPath

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.

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

CourseStatus

CourseProvidesPractical

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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CERTIFICATE IN PLANNED GIVING AND LEGACY BUILDING

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London School of International Business (LSIB)

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05 May 2025

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