Certified Professional in Charitable Gift Evaluation

Wednesday, 25 February 2026 17:04:19

International applicants and their qualifications are accepted

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Overview

Overview

Certified Professional in Charitable Gift Evaluation (CPCE) certification demonstrates expertise in planned giving and estate planning.


This program benefits professionals in fundraising, philanthropy, and wealth management.


Learn to analyze charitable gift instruments, including wills, trusts, and life insurance policies.


Master gift valuation techniques and ethical considerations in charitable gift evaluation.


The CPCE designation enhances credibility and professional development.


Earn your Certified Professional in Charitable Gift Evaluation credential today.


Explore the CPCE program and elevate your career.

Certified Professional in Charitable Gift Evaluation (CPGCE) certification distinguishes you as a leading expert in philanthropic planning. This comprehensive course equips you with advanced skills in assessing charitable gift values, including complex assets like real estate and securities. Gain expertise in estate planning and charitable gift strategies. Expand your career prospects in fundraising, non-profit management, and financial advisory services. Become a sought-after advisor, maximizing your impact on charitable giving. CPGCE: elevate your expertise and drive meaningful change.

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

• Charitable Gift Planning Fundamentals
• Gift Acceptance Policies and Procedures
• Legal Aspects of Charitable Giving & Tax implications of charitable donations
• Valuation of Charitable Gifts (including complex assets)
• Donor Relations and Stewardship
• Ethical Considerations in Charitable Gift Evaluation
• Financial Statement Analysis for Nonprofits
• Risk Assessment in Charitable Giving
• Grant Writing and Proposal 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
Charitable Gift Evaluator (CPCE) Analyzes and evaluates major gifts for charitable organizations in the UK, ensuring compliance and maximizing impact. Expertise in gift planning and tax implications is crucial.
Gift Planning Consultant (CPCE) Advises high-net-worth individuals on philanthropic giving strategies, utilizing CPCE expertise in estate planning and charitable giving vehicles. UK market experience preferred.
Development Officer (CPCE) Works within UK-based charities, focusing on securing major gifts. Strong communication and CPCE-backed evaluation skills are key to success.

Key facts about Certified Professional in Charitable Gift Evaluation

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The Certified Professional in Charitable Gift Evaluation (CPCE) designation is a valuable credential for professionals working in fundraising, philanthropy, and planned giving. It signifies a high level of expertise in evaluating charitable gifts, ensuring organizations maximize their fundraising potential.


Learning outcomes for the CPCE program typically include mastering techniques for analyzing complex gifts, such as real estate, securities, and life insurance. Participants develop proficiency in estate planning, gift acceptance policies, and risk management related to charitable donations. They also learn to communicate effectively with donors and legal professionals.


The duration of the CPCE program varies depending on the provider and the format of the training (e.g., self-paced online vs. in-person workshops). Expect a significant time commitment, often several months, to complete the coursework and examinations.


Industry relevance for the CPCE is substantial. In today's competitive fundraising landscape, a Certified Professional in Charitable Gift Evaluation possesses in-demand skills. This certification demonstrates competence in a specialized area, enhancing career prospects and earning potential within nonprofit organizations, foundations, and wealth management firms. Successful completion often leads to increased responsibilities and leadership roles in gift planning and development.


Those seeking to enhance their expertise in areas like major gifts, planned giving, and fundraising management will find the CPCE designation highly beneficial. It offers a recognized standard of proficiency for professionals committed to ethical and effective fundraising practices.

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Why this course?

Certified Professional in Charitable Gift Evaluation (CPCE) certification is increasingly significant in the UK's dynamic charitable sector. The rising complexity of philanthropic giving, coupled with increased scrutiny and regulatory demands, necessitates professionals with robust skills in evaluating charitable gifts. The need for CPCE-certified professionals is underscored by the growing number of high-value donations and the expanding range of gift types.

A recent survey revealed that the value of charitable donations in the UK increased by 15% in 2022. This growth, coupled with a more sophisticated donor base, highlights the critical role of qualified professionals in ensuring effective stewardship of these gifts. The CPCE designation provides the necessary expertise to navigate this evolving landscape effectively. Moreover, an estimated 30% of larger charities in the UK are now actively seeking individuals with CPCE certification.

Statistic Percentage
Increase in Charitable Donations (2022) 15%
Charities Seeking CPCE Professionals 30%

Who should enrol in Certified Professional in Charitable Gift Evaluation?

Ideal Audience for Certified Professional in Charitable Gift Evaluation (CPGCE) Description
Fundraising Professionals Individuals managing major gifts and planned giving programs in UK charities will significantly benefit from the expertise gained, enhancing their ability to secure substantial donations and legacy gifts. The CPGCE elevates their gift planning and evaluation skills.
Trust and Estate Practitioners Solicitors, financial advisors, and other professionals advising high-net-worth individuals on legacy planning can leverage the CPGCE to better advise clients on charitable giving options, strengthening their client relationships and expanding their expertise in estate and wealth management. The UK has a significant number of high-net-worth individuals whose philanthropy could benefit from expert advice.
Charitable Organization Leaders CEOs, executive directors, and board members of UK charities will gain valuable insights into maximizing charitable gift acquisition and effectively managing these gifts. They can enhance their organisation's financial stability and impact through strategic gift planning and evaluation.
Gift Planning Specialists Professionals dedicated to planned giving initiatives within charities will find the CPGCE an invaluable credential to enhance their credibility and expertise in developing and implementing sophisticated gift planning strategies. This is vital given the growing importance of legacy giving in the UK.