Professional Certificate in Planned Giving for Nonprofits

Sunday, 15 February 2026 18:39:32

International applicants and their qualifications are accepted

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Overview

Overview

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Planned giving for nonprofits is crucial for long-term sustainability. This Professional Certificate in Planned Giving equips fundraising professionals and nonprofit leaders with essential skills.


Learn to cultivate major gifts, understand bequest strategies, and manage charitable gift annuities. Master estate planning and gift acceptance best practices.


This certificate program addresses ethical considerations and legal compliance within planned giving. It's designed for development officers, executive directors, and anyone seeking to enhance their nonprofit's fundraising capabilities.


Boost your organization's financial future. Explore the Professional Certificate in Planned Giving today!

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Planned Giving for Nonprofits: Unlock the potential of legacy giving with our comprehensive Professional Certificate. This intensive program equips you with the skills and knowledge to cultivate major gifts and build sustainable endowments. Master sophisticated techniques in bequest solicitation, charitable trusts, and gift annuities. Boost your career prospects as a development officer, fundraising manager, or planned giving specialist. Our unique curriculum features real-world case studies and mentorship opportunities, ensuring you're ready to excel in the dynamic nonprofit sector. Expand your fundraising expertise and significantly impact organizational growth through effective planned giving strategies.

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: A Comprehensive Overview
• Major Gift Strategies & Cultivating Planned Giving Prospects
• Legal and Ethical Considerations in Planned Giving
• Types of Planned Gifts: Outright Gifts, Charitable Trusts, and Bequests (including specific examples of each)
• Building a Successful Planned Giving Program: Developing a Strategic Plan & Marketing
• Working with Estate Planning Professionals & Tax Implications
• Stewardship of Planned Gifts: Donor Recognition & Communication
• Measuring the Success of your Planned Giving Program: Reporting & Evaluation

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 (Fundraising) Develops and implements strategies for securing major gifts and planned giving for Nonprofits in the UK. High demand for strategic thinking and fundraising experience.
Development Officer, Planned Giving Supports the Planned Giving Manager, managing donor relationships and processing planned gifts. Requires excellent communication and administrative skills.
Legacy Officer (Planned Giving) Focuses on securing legacy gifts, working closely with individuals to establish bequests and trusts. Strong relationship-building skills are essential.
Fundraising Consultant, Planned Gifts Provides expert advice and guidance to Nonprofits on developing and implementing effective planned giving programs. Significant experience and consulting expertise are needed.

Key facts about Professional Certificate in Planned Giving for Nonprofits

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A Professional Certificate in Planned Giving for Nonprofits equips fundraising professionals with the knowledge and skills to cultivate and manage planned gifts, significantly boosting an organization's long-term financial sustainability. This specialized training delves into various planned giving strategies, including charitable trusts, bequests, and gift annuities.


Learning outcomes typically include mastering the techniques of identifying and cultivating potential planned gift donors, effectively communicating planned giving opportunities, and navigating the legal and ethical considerations involved. Participants will develop a comprehensive understanding of estate planning and its intersection with charitable giving, enhancing their ability to secure major gifts.


The duration of these certificate programs varies, but many are designed to be completed within a few months, offering a balance of focused learning and manageable time commitment. The program often blends online modules with interactive workshops and may include opportunities for mentorship.


In today's competitive nonprofit landscape, a strong understanding of planned giving is crucial for securing financial stability. This certificate demonstrates a commitment to professional development, making graduates highly sought-after by organizations seeking to enhance their fundraising capabilities and diversify their income streams. Successful completion positions graduates to secure roles focused on major gifts, endowment growth, and estate planning for nonprofits.


The industry relevance of a Professional Certificate in Planned Giving for Nonprofits is undeniable. With its emphasis on charitable gift planning and legacy giving, this certification demonstrates a high level of expertise in a critical area of nonprofit management. This specialized knowledge translates directly into improved fundraising results and contributes to the long-term financial health of any nonprofit organization.

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Why this course?

Year Charitable Giving (£ billions)
2021 10
2022 12

A Professional Certificate in Planned Giving is increasingly significant for UK nonprofits. With charitable giving in the UK reaching £12 billion in 2022 (a rise from £10 billion in 2021), securing legacy gifts is crucial for long-term sustainability. This certificate equips fundraising professionals with the skills to cultivate relationships with major donors, understand tax implications of planned gifts, and effectively communicate the benefits of legacy giving. The course addresses current trends, including the growing popularity of digital legacy planning and the changing demographics of high-net-worth individuals. By mastering techniques in planned giving, professionals enhance their organization's capacity to secure substantial and sustainable funding, directly impacting their ability to deliver vital services. This specialized training directly addresses the increasing industry need for professionals skilled in securing legacy gifts, a key element of sustainable fundraising.

Who should enrol in Professional Certificate in Planned Giving for Nonprofits?

Ideal Audience for a Professional Certificate in Planned Giving for Nonprofits Why They Need This Certificate
Fundraising professionals seeking to enhance their skills in securing major gifts and legacies. In the UK, a significant portion of charitable giving comes from planned giving, representing a large, untapped potential for many nonprofits. Develop expertise in planned giving strategies, including wills, trusts, and charitable gift annuities, boosting their fundraising capabilities and securing a sustainable future for their organization.
Development officers and directors aiming to expand their organization's donor base and increase long-term financial stability. Many UK charities rely heavily on a smaller pool of high-value donors, making planned giving increasingly critical. Master advanced fundraising techniques focused on cultivating relationships with major donors and securing planned gifts, ultimately increasing their organization's financial resilience.
Nonprofit executives and board members who want to understand the importance of planned giving in securing a long-term financial future for their cause. A growing number of UK nonprofits are integrating planned giving into their overall fundraising strategy. Gain a comprehensive understanding of planned giving principles, enabling effective strategic decision-making and informed leadership in securing legacy gifts and improving organizational sustainability.
Individuals transitioning into a career in the nonprofit sector and eager to specialize in planned giving. This sector is projected to grow in the UK, making this certificate a valuable career asset. Obtain a recognized qualification that demonstrates expertise in planned giving, increasing their competitiveness and career prospects within the vibrant UK nonprofit landscape.