Certified Specialist Programme in Planned Giving Strategies

Tuesday, 24 February 2026 02:52:10

International applicants and their qualifications are accepted

Start Now     Viewbook

Overview

Overview

Certified Specialist Programme in Planned Giving Strategies equips fundraising professionals with advanced skills in planned giving.


This programme covers charitable gift planning, estate planning, and major gifts.


Learn to develop effective planned giving strategies and cultivate relationships with high-net-worth donors.


Planned giving is crucial for long-term organizational sustainability.


The programme benefits development officers, planned giving officers, and anyone involved in major gift fundraising.


Enhance your expertise and secure your organization's future with this comprehensive Certified Specialist Programme in Planned Giving Strategies.


Explore the curriculum and register today!

Planned Giving strategies are the focus of this intensive Certified Specialist Programme, equipping you with fundraising expertise and advanced techniques. Master the art of securing legacy gifts through wills, trusts, and charitable gift annuities. This programme provides unparalleled insights into estate planning and tax implications for donors. Enhance your career prospects with this highly sought-after certification, opening doors to leadership roles in philanthropy and development. Gain practical skills and best practices from industry leaders, ensuring you're prepared for immediate success. Elevate your career with this transformative Planned Giving certification.

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 Instruments and Techniques
• Donor Relations and Stewardship in Planned Giving
• Legal and Ethical Considerations in Planned Giving
• Tax Implications of Planned Gifts (US & International)
• Fundraising Strategies for Planned Gifts: Prospect Research and Cultivation
• Developing a Comprehensive Planned Giving Program
• Measuring the Success of a Planned Giving Program
• Charitable Trusts and Foundations: A Deep Dive
• Gift Annuity and Charitable Remainder Trusts (CRT)

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

Our course fee is up to 40% cheaper than most universities and colleges.

Start Now

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.

Start Now

  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
  • Start Now

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 Develops and implements planned giving strategies, manages relationships with major donors, and secures significant gifts for charitable organizations. High demand for strategic planning and fundraising skills.
Legacy Officer (Planned Giving) Focuses on cultivating relationships with potential bequestors, promoting planned gifts, and managing legacy donations. Expertise in estate planning and communication crucial for securing long-term funding.
Development Officer (Planned Gifts Focus) Works within a wider development team but specializing in planned giving strategies, building relationships with prospects, and managing gift processing. Strong communication and relationship building essential.

Key facts about Certified Specialist Programme in Planned Giving Strategies

```html

The Certified Specialist Programme in Planned Giving Strategies is a rigorous training program designed to equip professionals with the knowledge and skills needed to excel in the field of planned giving. This intensive program covers a wide range of crucial topics, ensuring participants gain a comprehensive understanding of all aspects of planned giving strategies.


Learning outcomes for the Certified Specialist Programme in Planned Giving Strategies include mastering techniques for identifying, cultivating, and soliciting planned gifts; understanding the legal and tax implications of various planned giving vehicles such as charitable gift annuities, trusts, and bequests; and developing effective communication and relationship-building skills essential for working with high-net-worth donors. Participants will also gain proficiency in donor stewardship and reporting.


The duration of the Certified Specialist Programme in Planned Giving Strategies typically varies depending on the provider and chosen format, but often ranges from several weeks to a few months, including a blend of online modules, workshops, and potentially in-person sessions. Successful completion leads to valuable certification, enhancing career prospects and professional credibility.


In today's competitive fundraising landscape, the Certified Specialist Programme in Planned Giving Strategies holds significant industry relevance. The program addresses the growing demand for skilled professionals adept at securing major gifts and building lasting relationships with donors. The skills acquired are directly applicable to a broad range of roles in non-profit organizations, including development officers, gift planning officers, and major gifts officers. Furthermore, understanding of charitable trusts, estate planning, and tax implications of charitable giving are crucial assets in this specialized area of fundraising and philanthropy.


By earning this certification, professionals demonstrate their commitment to excellence and expertise in planned giving, enhancing their employability and positioning them for leadership roles within the philanthropic sector. The program's focus on ethical fundraising practices and legal compliance further strengthens its importance within the industry. This Certified Specialist Programme in Planned Giving Strategies provides a significant competitive advantage.

```

Why this course?

The Certified Specialist Programme in Planned Giving Strategies is increasingly significant in the UK's evolving philanthropic landscape. With a growing aging population and increased awareness of legacy giving, the demand for skilled professionals in this area is soaring. Recent data indicates a substantial rise in charitable donations through planned giving, highlighting the crucial role of experts trained in these specialized strategies.

Year Planned Giving Growth (%)
2022 16.67
2023 14.29

This Planned Giving certification equips professionals with the knowledge and skills to navigate the complexities of legacy giving, including tax implications and ethical considerations, vital in today's competitive fundraising environment. The programme’s practical approach ensures graduates are well-prepared to advise charities and high-net-worth individuals, addressing the current industry needs for specialized expertise in planned giving strategies.

Who should enrol in Certified Specialist Programme in Planned Giving Strategies?

Ideal Audience for the Certified Specialist Programme in Planned Giving Strategies
This Certified Specialist Programme in Planned Giving Strategies is perfect for fundraising professionals, charity executives, and legacy officers seeking to enhance their skills in securing significant donations and bequests. With over 160,000 registered charities in the UK, the demand for expertise in planned giving is high. This programme provides the advanced knowledge and strategic thinking needed to develop and implement successful planned giving initiatives. Learn effective techniques for cultivating relationships with major donors, crafting compelling legacy proposals, and managing complex bequest processes. You'll master crucial aspects of estate planning, tax-efficient giving, and donor stewardship, vital for maximising long-term philanthropic support. Are you ready to elevate your fundraising capabilities and secure a sustainable future for your organisation?