Professional Certificate in Planned Giving Fundraising

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The Professional Certificate in Planned Giving Fundraising is a comprehensive course designed to equip fundraising professionals with the skills needed to excel in their careers. This program focuses on the importance of planned giving in nonprofit organizations and covers topics such as charitable gift planning, donor motivation, and tax implications.

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About this course

With the growing demand for planned giving fundraising experts, this certificate course is essential for those looking to advance their careers in the nonprofit sector. Learners will gain a deep understanding of the complexities of planned giving and develop the skills needed to create and implement successful fundraising strategies. Throughout the course, learners will engage in real-world scenarios, case studies, and interactive exercises to reinforce their learning and develop practical skills. By the end of the program, learners will have the knowledge and skills needed to become leaders in planned giving fundraising and make a meaningful impact on their organizations.

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Course details

• Planned Giving Fundamentals
• Estate Planning Basics for Fundraisers
• Gift Acceptance & Compliance
• Cultivating Major Gift Prospects for Planned Gifts
• Communicating Effectively about Planned Giving
• Developing a Planned Giving Program
• Stewardship of Planned Gifts
• Working with Charitable Gift Annuities & Trusts
• Ethical Considerations in Planned Giving

Career path

Career Role Description
Planned Giving Officer (Fundraising) Develops and implements strategies to cultivate major gifts and planned giving. Manages relationships with high-net-worth individuals. Significant experience in fundraising essential.
Legacy Giving Manager Focuses on securing planned gifts, such as bequests, trusts, and charitable gift annuities. Expertise in estate planning and tax implications a must.
Development Officer (Planned Giving) Works collaboratively with other fundraising teams to secure planned gifts. Proficient in identifying, cultivating, and soliciting prospective donors.
Fundraising Consultant (Planned Giving Specialist) Provides expert advice to non-profit organisations on developing and implementing successful planned giving programs. Strong understanding of fundraising best practices.

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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Sample Certificate Background
PROFESSIONAL CERTIFICATE IN PLANNED GIVING FUNDRAISING
is awarded to
Learner Name
who has completed a programme at
London School of Planning and Management
Awarded on
05 May 2025
Blockchain Id: s-1-a-2-m-3-p-4-l-5-e
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