Certified Specialist Programme in Legacy Giving for Social Enterprises

Saturday, 04 October 2025 12:27:43

International applicants and their qualifications are accepted

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Overview

Overview

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Legacy Giving is vital for the long-term sustainability of social enterprises. This Certified Specialist Programme in Legacy Giving equips professionals with the knowledge and skills to cultivate lasting philanthropic support.


Designed for fundraising managers, development officers, and executive directors, this program covers planned giving strategies, including wills, trusts, and charitable gift annuities. You'll learn to build relationships with potential legacy donors and create compelling legacy giving programs.


Master estate planning concepts and ethical fundraising practices. Boost your organization's impact through effective legacy giving. Enroll now and discover how to secure your social enterprise's future.

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Legacy Giving is more than philanthropy; it's building a sustainable future. Our Certified Specialist Programme in Legacy Giving for Social Enterprises equips you with the expertise to cultivate lasting support for impactful organizations. Learn cutting-edge techniques in planned giving, major donor cultivation, and bequest solicitation. This intensive program boosts your career prospects, opening doors to high-impact roles within nonprofits and social enterprises. Gain practical skills and a globally recognized certification, setting you apart in the competitive field of fundraising and development. Develop a deep understanding of ethical fundraising and estate planning, enabling you to secure substantial, long-term funding for worthy causes. Become a Legacy Giving expert today!

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

• Understanding Legacy Giving & its Importance for Social Enterprises
• Developing a Compelling Legacy Giving Programme: Strategy & Planning
• Cultivating Relationships with Major Donors for Legacy Gifts
• Legal and Ethical Considerations in Legacy Giving: Wills, Trusts & Tax Implications
• Marketing & Communications for Legacy Giving: Reaching Potential Donors
• Stewardship of Legacy Gifts: Donor Recognition & Impact Reporting
• Measuring the Success of your Legacy Giving Programme: ROI & Evaluation
• Building a Culture of Legacy Giving within your Social Enterprise

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 Opportunities in Legacy Giving for Social Enterprises (UK)

Role Description
Legacy Giving Officer Develops and implements strategies to cultivate and solicit legacy gifts from individuals and trusts, focusing on maximizing long-term impact for the social enterprise. Requires strong relationship building and communication skills.
Fundraising Manager (Legacy Focus) Leads and manages a team focused on securing legacy gifts, overseeing all aspects of legacy fundraising including prospect research, cultivation, solicitation, and stewardship. Strategic planning and team leadership are crucial.
Planned Giving Consultant Provides expert advice to high-net-worth individuals and organizations on planned giving strategies, including wills, trusts, and other legacy vehicles. In-depth knowledge of tax laws and estate planning is essential.

Key facts about Certified Specialist Programme in Legacy Giving for Social Enterprises

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The Certified Specialist Programme in Legacy Giving for Social Enterprises equips participants with the skills and knowledge to effectively cultivate and manage planned giving programs within the non-profit sector. This specialized training focuses on building sustainable funding streams for social enterprises through legacy gifts.


Learning outcomes include mastering techniques for identifying and engaging potential legacy donors, understanding the legal and ethical considerations of planned giving, and developing compelling communication strategies to promote legacy giving initiatives. Participants will also learn about different types of planned gifts, such as bequests, charitable trusts, and life insurance donations.


The programme duration is typically structured to accommodate professionals' schedules, often delivered over a few months with a blend of online modules and possibly workshops or in-person sessions. The exact duration may vary depending on the specific provider and program design. Flexibility is often a key feature to ensure accessibility.


Industry relevance is paramount. The Certified Specialist Programme in Legacy Giving for Social Enterprises directly addresses the critical need for sustainable funding within social enterprises and charities. Graduates gain a competitive edge, enhancing their career prospects within the philanthropy sector and enabling them to contribute significantly to the growth and impact of non-profit organizations. The program helps professionals develop a deep understanding of planned giving, fundraising, and donor cultivation strategies within this crucial area of nonprofit management.


The program provides a valuable credential demonstrating expertise in legacy giving, enhancing professional credibility and opening up advanced opportunities in the ever-evolving landscape of philanthropic fundraising and non-profit management.

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Why this course?

The Certified Specialist Programme in Legacy Giving is increasingly significant for UK social enterprises navigating today's complex fundraising landscape. With UK charities receiving just 3% of their income from legacies in 2022, despite their potential, a dedicated legacy giving strategy is crucial for long-term sustainability. This programme equips professionals with the skills to develop and implement effective legacy fundraising plans, addressing the growing need for diversified income streams. The programme's focus on planned giving and building lasting relationships with potential benefactors directly responds to current trends. Understanding legal and ethical considerations specific to the UK, alongside practical fundraising techniques, makes this certification highly relevant.

Year Legacy Income (%)
2020 2.8
2021 3.1
2022 3.0

Who should enrol in Certified Specialist Programme in Legacy Giving for Social Enterprises?

Ideal Audience for the Certified Specialist Programme in Legacy Giving for Social Enterprises
This programme is perfect for fundraising professionals, charity executives, and trust and grants managers within UK social enterprises seeking to build their capacity in legacy giving. With over 100,000 UK charities relying on diverse funding streams, the ability to cultivate legacy gifts is increasingly crucial for long-term sustainability. This specialist training empowers you to develop and implement successful legacy giving strategies, boosting your organisation's financial resilience. Are you passionate about securing a brighter future for your cause and skilled in donor engagement and relationship management? Then this Certified Specialist Programme is designed for you. Learn to create compelling legacy giving campaigns and effectively communicate the impact of planned gifts, significantly improving your organisation's fundraising outcomes. This practical course offers valuable skills that can dramatically improve fundraising performance and secure a sustainable future.