Advanced Skill Certificate in Planned Giving Fundraising
-- viewing nowPlanned Giving fundraising is a specialized area demanding advanced skills. This certificate program equips fundraising professionals and development officers with expert techniques.
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Course details
• Gift Planning Techniques for Major Donors
• Charitable Trusts and Their Applications
• Estate Planning and Gift Acceptance
• Retirement Plans & Charitable Giving
• Tax Implications of Charitable Giving
• Building and Managing a Planned Giving Program
• Donor Communication and Stewardship
• Legal and Ethical Considerations in Planned Giving
• Prospect Research and Identification for Planned Gifts
Career path
Advanced Skill Certificate in Planned Giving Fundraising: UK Job Market Outlook
Career Role | Description |
---|---|
Planned Giving Manager (Fundraising, Legacy Giving) | Develops and implements strategies to cultivate major gifts and planned gifts, building strong relationships with high-net-worth individuals. Requires expertise in legacy giving and estate planning. |
Development Officer (Planned Giving, Trusts & Foundations) | Secures philanthropic support through planned giving initiatives, focusing on trusts, foundations, and high-net-worth individuals. Strong grant writing skills are essential. |
Fundraising Consultant (Charitable Giving, Planned Gifts) | Provides expert advice and support to charities on developing and implementing successful planned giving programs. Requires deep understanding of tax implications and estate planning. |
Legacy Giving Officer (Fundraising, Donor Relations) | Manages and builds relationships with existing donors interested in planned giving, educating them on the options available and securing their commitment. |
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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