Advanced Skill Certificate in Planned Giving Marketing

Friday, 29 August 2025 12:18:38

International applicants and their qualifications are accepted

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Overview

Overview

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Planned Giving Marketing is a crucial skill for nonprofit professionals. This Advanced Skill Certificate program equips you with advanced strategies for major gift fundraising and legacy giving.


Learn to craft compelling marketing materials. Develop expertise in donor cultivation and stewardship. Master estate planning communication. Understand the legal and ethical aspects of planned giving. The program is ideal for fundraising managers, development officers, and marketing professionals seeking to maximize planned gift revenue.


Enhance your fundraising skills with our Planned Giving Marketing certificate. Gain a competitive edge in the nonprofit sector. Explore the program today!

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Planned Giving marketing expertise is highly sought after! This Advanced Skill Certificate elevates your fundraising career. Master cutting-edge strategies for cultivating major donors, crafting compelling bequest solicitations, and managing successful planned giving programs. Learn sophisticated techniques in donor relations and legacy giving, building your expertise in charitable gift planning and endowment management. Boost your resume and open doors to leadership roles within nonprofits, foundations, and wealth management firms. This unique certificate provides practical, hands-on experience, setting you apart in a competitive job market. Secure your future in planned giving today!

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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

• Planned Giving Marketing Strategies & Techniques
• Major Gift Cultivation & Solicitation for Planned Giving
• Legacy Giving & Planned Giving Programs: Design & Implementation
• Donor Stewardship & Retention in Planned Giving
• Legal & Ethical Considerations in Planned Giving Marketing
• Measuring the Effectiveness of Planned Giving Campaigns
• Digital Marketing for Planned Giving: Websites & Social Media
• Planned Giving Prospect Research & Identification
• Communicating the Value Proposition of Planned Giving

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

Advanced Skill Certificate in Planned Giving Marketing: UK Job Market Outlook

Career Role Description
Planned Giving Manager Develops and implements strategies for securing planned gifts, including bequests, charitable trusts, and other planned giving vehicles. Requires strong fundraising and marketing skills.
Planned Giving Officer Supports the Planned Giving Manager in all aspects of planned giving, including prospect research, donor cultivation, and communications. Excellent communication and relationship-building skills are essential.
Legacy Marketing Specialist Focuses on creating and executing marketing campaigns specifically targeted at securing legacy gifts. Expertise in digital marketing and understanding of the legacy giving market are vital.
Fundraising Consultant (Planned Giving) Provides expert advice and support to charities on developing and implementing effective planned giving programs. Requires extensive experience and a strong understanding of fundraising best practices.

Key facts about Advanced Skill Certificate in Planned Giving Marketing

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An Advanced Skill Certificate in Planned Giving Marketing equips professionals with the advanced strategies and tactics needed to cultivate major gifts and planned giving opportunities. This specialized training focuses on building long-term relationships with high-net-worth donors and implementing successful fundraising campaigns.


Learning outcomes include mastering techniques for identifying, cultivating, and soliciting planned gifts, crafting compelling marketing materials tailored to planned giving prospects, and leveraging digital channels for effective outreach. Participants gain expertise in developing comprehensive planned giving programs and analyzing their effectiveness.


The duration of the certificate program varies depending on the provider, typically ranging from a few weeks to several months of intensive study, often incorporating online modules, workshops, and practical exercises. The curriculum is designed to be flexible and accommodate busy professionals.


In today's competitive fundraising landscape, the ability to effectively market planned giving opportunities is crucial for nonprofit organizations. This certificate provides demonstrable skills highly valued by charities, foundations, and educational institutions seeking to expand their endowment and secure their long-term financial sustainability. It enhances professional credentials and strengthens career prospects in the nonprofit sector, making graduates highly sought-after in the field of development and fundraising.


Successful completion of the program leads to a widely recognized Advanced Skill Certificate in Planned Giving Marketing, demonstrating a commitment to professional development and expertise in this specialized area of fundraising. This certificate can significantly boost a candidate's marketability, making them more competitive for roles involving major gifts, bequest solicitation, and charitable gift annuities (CGAs). The program's curriculum often integrates best practices in legacy giving, estate planning, and donor stewardship.

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Why this course?

An Advanced Skill Certificate in Planned Giving Marketing is increasingly significant in the UK's evolving charitable sector. The UK's ageing population and growing awareness of legacy giving present substantial opportunities for charities, but effective marketing is crucial to capitalise on this. According to a recent study (fictitious data for illustrative purposes), 40% of UK charities report an unmet need for skilled planned giving professionals. This highlights the growing demand for professionals proficient in planned giving strategies and marketing techniques.

The following chart illustrates the projected growth in legacy giving across different UK regions (fictitious data):

Further illustrating the importance of expertise in this field:

Skill Demand
Digital Marketing for Planned Giving High
Legacy Gift Cultivation Very High
Grant Writing & Fundraising High

Who should enrol in Advanced Skill Certificate in Planned Giving Marketing?

Ideal Audience for Advanced Skill Certificate in Planned Giving Marketing Description
Fundraising Professionals Experienced fundraisers seeking to enhance their planned giving strategies, particularly those already involved in major gifts or legacy giving campaigns. With approximately X number of charities in the UK actively pursuing legacy gifts (insert statistic if available), mastering planned giving is crucial for career advancement.
Marketing & Communications Specialists Marketing and communications professionals within the charitable sector looking to expand their expertise into the specialized area of planned giving marketing and communication. Effective marketing materials are crucial for donor engagement; this certificate enhances that skillset.
Trust and Estate Planners Professionals in the legal and financial sectors who advise clients on charitable giving. Expanding knowledge in planned giving marketing can better assist clients with legacy giving options and increase their impact.
Development Officers Development officers working in charities of all sizes who aim to improve their effectiveness in cultivating planned gifts and engaging with potential legacy donors.