Global Certificate Course in Impact Investing and Tax Planning for Foundations

Sunday, 14 September 2025 00:08:24

International applicants and their qualifications are accepted

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Overview

Overview

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Impact Investing is crucial for Foundations seeking maximum social and environmental returns. This Global Certificate Course in Impact Investing and Tax Planning for Foundations equips you with the knowledge to strategically deploy your resources.


Learn effective tax planning strategies specifically designed for philanthropic organizations. Understand ESG (Environmental, Social, and Governance) investing and its integration with impact measurement.


The course benefits Foundation managers, program officers, and investment professionals. Master due diligence processes for impact investments. Impact Investing ensures your foundation's legacy is lasting.


Enhance your skills and become a leader in responsible investing. Explore the curriculum and register today! This Impact Investing course will transform your approach to philanthropy.

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Impact Investing and Tax Planning for Foundations: This Global Certificate Course empowers you to maximize your foundation's social impact while optimizing tax efficiency. Gain expert knowledge in responsible investing strategies, aligning financial returns with positive social and environmental outcomes. Learn advanced tax planning techniques specific to philanthropic organizations. This unique program offers practical case studies and networking opportunities with leading professionals in impact investing, enhancing your career prospects in philanthropy, sustainable finance, and ESG (Environmental, Social, and Governance) fields. Boost your organization's effectiveness and your career trajectory with this transformative Global Certificate Course in Impact Investing.

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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

• Introduction to Impact Investing: Defining impact, understanding the spectrum of strategies, and exploring the role of foundations.
• Measuring and Managing Impact: Metrics, reporting frameworks (IRIS+, GIIRS), and impact evaluation methodologies.
• Impact Investing Strategies: Venture philanthropy, program-related investments (PRIs), mission-related investments (MRIs), and social impact bonds (SIBs).
• Tax Planning for Foundations: Understanding US tax code implications (or relevant jurisdiction's tax code) for impact investments, including UBIT and unrelated business taxable income.
• Due Diligence and Risk Management in Impact Investing: ESG factors, financial due diligence, and managing social and environmental risks.
• Portfolio Construction and Diversification for Impact Investing: Building a diversified portfolio aligned with mission and financial goals.
• Legal and Regulatory Frameworks for Impact Investing: Navigating legal and regulatory considerations, including compliance and reporting requirements.
• Impact Investing and the Sustainable Development Goals (SDGs): Aligning investment strategies with the SDGs and contributing to global impact.

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.

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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
Impact Investing Analyst (UK) Analyze investment opportunities aligning with social and environmental impact goals. Key skills include financial modeling and ESG (Environmental, Social, and Governance) analysis. High demand in the UK's growing impact investing sector.
Sustainable Finance Manager (UK) Oversees the integration of sustainability factors into investment strategies. Requires expertise in both finance and sustainability, with strong UK market knowledge. A rapidly expanding role within financial institutions.
Philanthropy Advisor (UK) – Tax Planning Specialist Provides strategic advice to philanthropic foundations on tax-efficient giving strategies, maximizing impact within legal frameworks. Expertise in UK tax law and charitable giving is crucial. Growing demand due to increased philanthropic activity.

Key facts about Global Certificate Course in Impact Investing and Tax Planning for Foundations

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This Global Certificate Course in Impact Investing and Tax Planning for Foundations equips participants with the knowledge and skills to effectively integrate impact investing strategies within their philanthropic work. The program delves into the intricacies of aligning investment objectives with social and environmental goals, a critical aspect of modern philanthropy.


Learning outcomes include a comprehensive understanding of impact measurement, due diligence processes for impact investments, and the critical tax implications for foundations engaging in such strategies. Participants will gain practical experience in designing and evaluating impact investment portfolios, enhancing their ability to maximize both financial returns and social impact.


The course duration is typically structured to balance in-depth learning with practical application, often spanning several weeks or months depending on the specific program format. This allows for a thorough exploration of the subject matter, including case studies and interactive workshops.


The relevance of this Global Certificate Course in Impact Investing and Tax Planning for Foundations is undeniable within the evolving landscape of philanthropy. Foundations and nonprofit organizations are increasingly incorporating impact investing into their strategies to achieve greater and more sustainable social impact. This program directly addresses this growing need, making graduates highly sought-after within the sector.


Successful completion of the program provides participants with a globally recognized certificate, demonstrating their expertise in impact investing and tax planning for foundations. This credential significantly enhances career prospects within grantmaking, endowment management, and impact investing itself.


The curriculum integrates best practices and current trends in responsible investing, ESG factors, and charitable giving, ensuring that graduates possess up-to-date knowledge and skills relevant to the field.

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Why this course?

Global Certificate Course in Impact Investing and Tax Planning for Foundations is increasingly significant for UK-based philanthropic organisations. The UK’s charitable sector, managing over £70 billion annually, faces growing pressure to maximise social impact while adhering to complex tax regulations. A recent study showed that 40% of UK foundations lack sufficient internal expertise in impact measurement, highlighting a critical need for professional development. This course directly addresses this gap, equipping participants with the knowledge and skills to strategically align investment strategies with their missions, optimise tax efficiency, and demonstrate demonstrable social return. Understanding the intricacies of tax planning for foundations, including Gift Aid and related legislation, is crucial for responsible and effective grant-making. The course provides essential tools to navigate this landscape and ensure responsible use of charitable funds. This empowers foundations to achieve greater impact and contribute meaningfully to the UK's social and environmental goals.

Category Percentage
Impact Measurement Expertise 40%
Tax Planning Knowledge 30%
ESG Integration 20%
Other 10%

Who should enrol in Global Certificate Course in Impact Investing and Tax Planning for Foundations?

Ideal Audience for Global Certificate Course in Impact Investing and Tax Planning for Foundations
This Global Certificate Course in Impact Investing and Tax Planning is perfect for foundation trustees, program officers, and executive directors seeking to maximize their foundation's social impact while optimizing tax efficiency. With over 20,000 registered charities in the UK, effective tax planning and responsible investing are increasingly crucial for ensuring long-term sustainability. The course equips participants with the knowledge to navigate the complexities of international tax regulations and identify impactful, high-return investment opportunities in areas such as renewable energy, sustainable agriculture, and social enterprises. Learn advanced strategies for portfolio diversification, risk management and due diligence related to impact investments.
Specifically, this course benefits individuals working within:
  • Grant-making Foundations
  • Endowment Funds
  • Community Foundations
  • Faith-based Foundations
  • Family Offices managing philanthropic investments