Postgraduate Certificate in Planned Giving Fundamentals
-- viewing nowThe Postgraduate Certificate in Planned Giving Fundamentals is a comprehensive course designed to provide learners with the essential skills needed to excel in the charitable giving sector. This certification program focuses on teaching the principles and practices of planned giving, enabling professionals to help donors make informed decisions about their charitable gifts.
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Course Details
- Planned Giving Fundamentals: Introduction to major gift fundraising, legacy giving, and planned giving vehicles.
- Donor Engagement and Cultivation for Planned Gifts: Strategies for identifying, cultivating, and stewarding planned gift donors.
- Estate Planning and Gift Planning Techniques: Exploring wills, trusts, charitable gift annuities, and other planned giving instruments.
- Legal and Ethical Considerations in Planned Giving: Compliance, tax implications, and best practices in planned giving.
- Marketing and Communication Strategies for Planned Giving: Developing effective marketing materials and communication plans to promote planned giving opportunities.
- Building a Planned Giving Program: Developing a comprehensive planned giving program, including staffing, resources, and metrics.
- Case Studies in Successful Planned Giving: Analyzing real-world examples of successful planned giving campaigns and strategies.
- Planned Giving and Donor Relations: Cultivating long-term relationships with planned gift donors through effective stewardship.
Career Path
Career Role Description Planned Giving Officer Develops and implements strategies to secure major gifts and bequests.
Significant fundraising experience is crucial.
Fundraising Manager (Planned Giving) Manages a team focused on planned giving initiatives, including legacy giving and trusts.
Leadership and team management skills are essential.
Development Officer (Planned Giving Focus) Works within a wider development team, specializing in cultivating relationships for planned gifts.
Strong relationship building skills are key.
Trusts and Foundations Officer (Planned Giving) Focuses on securing funding from trusts and foundations for planned giving programs.
Grant writing experience is highly valued.
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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