Certificate in Planned Giving and Legacy Building
-- ViewingNowThe 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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GBP £ 140
GBP £ 202
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โข Introduction to Planned Giving: Understanding the basics, types, and benefits of planned giving
โข Estate Planning: Overview of wills, trusts, and power of attorney
โข Charitable Giving: Techniques for maximizing charitable impact while minimizing taxes
โข Gift Planning Strategies: Life income gifts, charitable lead trusts, and retained life estates
โข Donor Advised Funds: How they work and their benefits for donors and charities
โข Planned Giving Marketing: Effective ways to promote planned giving programs
โข Gift Acceptance Policies: Guidelines for accepting and acknowledging planned gifts
โข Legacy Society Management: Building, maintaining, and stewarding a successful legacy society
โข Case Studies: Real-world examples of successful planned giving programs
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