Postgraduate Certificate in Planned Giving Fundamentals
-- ViewingNowThe 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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完了まで2ヶ月
週2-3時間
いつでも開始
待機期間なし
コース詳細
- 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.
キャリアパス
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.
入学要件
- 主題の基本的な理解
- 英語の習熟度
- コンピューターとインターネットアクセス
- 基本的なコンピュータースキル
- コース完了への献身
事前の正式な資格は不要。アクセシビリティのために設計されたコース。
コース状況
このコースは、キャリア開発のための実用的な知識とスキルを提供します。それは:
- 認可された機関によって認定されていない
- 認可された機関によって規制されていない
- 正式な資格の補完
コースを正常に完了すると、修了証明書を受け取ります。
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