Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability

Name: Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability
Price: 149 GBP
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The Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability is a comprehensive course designed to equip fundraising professionals with the skills needed to create and implement effective planned giving programs. This certificate course is critical for those seeking to build long-term sustainability for their nonprofit organizations, as it provides in-depth knowledge and practical skills in charitable gift planning, donor motivations, and legal and tax considerations.

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About this course

With a growing demand for planned giving professionals in the nonprofit sector, this course provides learners with a competitive edge in the industry. By completing this course, learners will have gained essential skills in developing and implementing planned giving strategies that meet the needs of their donors and support the long-term sustainability of their organizations. Whether you're a seasoned fundraising professional or just starting your career in the nonprofit sector, this course is an investment in your future success.

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Course Details

• Planned Giving Fundamentals: Understanding the basics of planned giving, including various types of planned gifts, donor motivations, and the benefits for non-profit organizations.
• Bequests and Estate Gifts: Exploring the most common form of planned gifts, focusing on wills, trusts, and estate planning.
• Gift Annuities and Charitable Remainder Trusts: Delving into the details of these popular life-income gift options, discussing their benefits, and learning how to structure and administer them.
• Charitable Lead Trusts and Gifts of Retirement Assets: Investigating these more complex planned giving strategies, examining the tax benefits, and determining their suitability for different donors.
• Donor Advised Funds and Community Foundations: Examining the role of these intermediaries in facilitating planned giving, and understanding the benefits and challenges for non-profit organizations.
• Developing a Comprehensive Planned Giving Program: Outlining the steps required to create and manage a successful planned giving program, including marketing, cultivation, and stewardship strategies.
• Gift Planning for Specific Constituencies: Analyzing the unique needs and considerations for different donor groups, such as older donors, LGBTQ+ donors, and donors with disabilities.
• Legal and Ethical Considerations in Planned Giving: Ensuring compliance with relevant laws and regulations, and understanding the ethical principles that guide planned giving practices.
• Evaluating the Success of a Planned Giving Program: Measuring the impact of planned giving efforts, using metrics and benchmarks, and adjusting strategies for continuous improvement.

Career Path

The Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability program prepares students for various roles in the UK's thriving nonprofit sector. This 3D pie chart represents the distribution of roles and corresponding demand in the industry. 1. **Bequest Manager**: These professionals manage and administer bequests and other planned gifts, ensuring smooth implementation and timely distribution of resources. (20%) 2. **Charitable Gift Planner**: With a strong focus on donor relationships, charitable gift planners design and implement personalized giving strategies for donors, maximizing their philanthropic impact. (30%) 3. **Gift & Estate Tax Consultant**: These experts provide guidance on gift and estate tax implications, helping organizations and donors navigate complex tax regulations while optimizing giving outcomes. (15%) 4. **Major Gifts Officer**: Major gifts officers cultivate and solicit large donations from individual donors, corporations, and foundations, playing a crucial role in nonprofit fundraising efforts. (25%) 5. **Legacy Giving Specialist**: Legacy giving specialists work with donors to establish planned gifts, such as trusts, annuities, and bequests, ensuring the long-term financial stability of nonprofit organizations. (10%) The Advanced Certificate in Planned Giving Strategies: Long-Term Sustainability program equips students with the skills and knowledge necessary to excel in these roles and contribute to the growth and success of UK nonprofits.

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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ADVANCED CERTIFICATE IN PLANNED GIVING STRATEGIES: LONG-TERM SUSTAINABILITY

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Learner Name

who has completed a programme at

UK School of Management (UKSM)

Awarded on

05 May 2025

Blockchain Id: s-1-a-2-m-3-p-4-l-5-e

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