Masterclass Certificate in Planned Giving Strategies

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International applicants and their qualifications are accepted

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Overview

Overview

Planned giving is a powerful fundraising strategy. This Masterclass Certificate in Planned Giving Strategies equips you with the skills to cultivate major gifts.


Learn to identify potential donors. Understand charitable gift annuities and trusts. Master techniques for effective communication and stewardship.


This program benefits development officers, nonprofit executives, and fundraising professionals. Build your expertise in planned giving and advance your career. Planned giving strategies are essential for long-term financial sustainability.


Enroll today and transform your fundraising outcomes. Explore the course curriculum now!

Planned giving strategies are revolutionizing philanthropy, and this Masterclass Certificate equips you to lead the charge. Gain expert knowledge in bequest solicitation, charitable gift annuities, and other sophisticated planned giving techniques. Develop crucial skills in donor cultivation, communication, and relationship management, boosting your career prospects in fundraising and nonprofit management. Learn from leading practitioners in a flexible, online environment, earning a prestigious certificate to showcase your enhanced expertise. This comprehensive program unlocks lucrative opportunities in the exciting field of planned giving. Boost your fundraising impact and advance your career.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Understanding Planned Giving: Fundamentals and Philanthropic Motivations
• Donor Prospecting and Cultivation for Planned Gifts: Identifying High-Potential Donors
• Planned Gift Vehicles: Bequests, Charitable Trusts, and Charitable Gift Annuities
• Legal and Tax Aspects of Planned Giving: Compliance and Ethical Considerations
• Developing a Comprehensive Planned Giving Program: Strategy and Implementation
• Communication and Marketing Strategies for Planned Giving: Reaching Your Target Audience
• Measuring the Success of Your Planned Giving Program: Data Analysis and Reporting
• Working with Financial Advisors and Estate Planners: Building Collaborative Relationships
• Case Studies in Successful Planned Giving Campaigns: Best Practices and Lessons Learned

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role Description
Planned Giving Manager Develops and implements planned giving strategies, securing major gifts and bequests. High demand, strong industry relevance.
Fundraising Officer (Planned Giving Focus) Works closely with Planned Giving Manager, focusing on cultivating relationships with potential donors for planned gifts. Growing demand within UK charities.
Legacy Officer Specializes in securing legacy gifts, working with individuals to incorporate charitable giving into their estate plans. Key role in planned giving initiatives.
Trust and Foundation Officer (Planned Giving) Cultivates relationships with trusts and foundations to secure planned gifts and grants. Significant influence on planned giving income.

Key facts about Masterclass Certificate in Planned Giving Strategies

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The Masterclass Certificate in Planned Giving Strategies equips participants with the essential knowledge and skills to design and implement successful planned giving programs. This intensive program focuses on practical application, enabling professionals to immediately contribute to their organizations.


Learning outcomes include mastering techniques for cultivating major gifts, understanding various planned giving vehicles such as charitable gift annuities and trusts, and developing effective communication strategies for donor cultivation and stewardship. Participants will learn to analyze donor motivations and craft personalized planned giving proposals.


The duration of the Masterclass Certificate in Planned Giving Strategies is typically a few weeks to several months depending on the specific program format, often delivered through a combination of online modules, interactive workshops, and case studies. The program's flexible design caters to the busy schedules of professionals working in fundraising and non-profit management.


In today's competitive fundraising landscape, expertise in planned giving is highly sought after. This Masterclass is directly relevant to professionals working in non-profit organizations, foundations, and wealth management firms. Graduates gain a valuable credential enhancing their career prospects and increasing their impact in the philanthropy sector. The curriculum incorporates the latest legal and regulatory updates pertinent to charitable giving and estate planning.


Ultimately, obtaining this Masterclass Certificate in Planned Giving Strategies demonstrates a commitment to professional development and provides a competitive edge in the field of fundraising, benefiting both the individual and the organizations they serve. It’s an investment in expertise regarding charitable gift annuities, legacy giving, and estate planning techniques.

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Why this course?

A Masterclass Certificate in Planned Giving Strategies is increasingly significant in the UK's evolving charitable landscape. The sector faces challenges, with fluctuating economic conditions impacting donations. According to the Charity Commission for England and Wales, a significant percentage of charities rely heavily on individual giving. This highlights the urgent need for skilled professionals adept at securing planned gifts, such as legacies and trusts. The course equips participants with the expertise to navigate complex tax laws and ethical considerations surrounding planned giving in the UK. It addresses current trends like online fundraising and digital engagement, enabling charities to broaden their reach and appeal to younger generations of potential donors. The rising demand for sustainable fundraising models makes this certificate crucial for career advancement and organizational success.

Year Percentage of Charities Relying on Individual Giving
2021 75%
2022 78%
2023 (projected) 82%

Who should enrol in Masterclass Certificate in Planned Giving Strategies?

Ideal Audience for Masterclass Certificate in Planned Giving Strategies
Are you a charity professional seeking to enhance your fundraising skills? This Masterclass in Planned Giving Strategies is perfect for you. The UK boasts a vibrant charitable sector, with over 170,000 registered charities (source: Charity Commission). Learning advanced planned giving techniques, such as legacy giving and gift annuities, will significantly boost your organization's long-term sustainability and allow you to reach a wider donor base. This certificate program is designed for development officers, fundraising managers, and anyone involved in securing major gifts and long-term commitments. Master advanced strategies to design successful planned giving programs and unlock substantial philanthropic support. Improve your understanding of tax implications and ethical considerations within this specialized area of fundraising and deepen your expertise in legacy gifts.