Certified Specialist Programme in Planned Giving for Social Enterprises

Monday, 23 March 2026 21:30:23

International applicants and their qualifications are accepted

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Overview

Overview

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Certified Specialist Programme in Planned Giving equips professionals with the skills to cultivate major gifts and legacy giving for social enterprises.


This intensive programme focuses on developing fundraising strategies specifically designed for nonprofits. Learn to build lasting relationships with donors.


Planned giving techniques, such as charitable gift annuities and trusts, will be explored. The programme is ideal for development officers, executive directors, and fundraising managers.


Gain the expertise to significantly increase your organization’s endowment. Master the art of planned giving and secure your social enterprise's future.


Explore the Certified Specialist Programme in Planned Giving today. Transform your fundraising capabilities and achieve lasting impact. Register now!

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Planned Giving for Social Enterprises: This Certified Specialist Programme empowers you to unlock crucial philanthropic resources for impactful social causes. Master legacy giving strategies, major gifts, and endowment development. Fundraising professionals and social entrepreneurs will gain in-demand skills, enhancing career prospects and maximizing social impact. Learn innovative techniques and best practices in a dynamic learning environment, receiving a globally recognized certification. Boost your nonprofit career and build a legacy of social good. Enroll 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 Social Enterprises and their Funding Needs
• Planned Giving: A Strategic Approach for Social Impact
• Legacy Giving Vehicles: Wills, Trusts, and Charitable Remainder Trusts
• Gift Annuity and Charitable Gift Annuities: Structuring and Benefits
• Developing a Planned Giving Program: Marketing and Outreach Strategies
• Cultivating Major Donors for Planned Gifts: Relationship Management
• Legal and Ethical Considerations in Planned Giving
• Tax Implications of Planned Gifts: Compliance and Regulations
• Measuring the Impact of Planned Giving Initiatives

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
Planned Giving Manager (Social Enterprise) Develops and implements planned giving strategies, securing legacies and major gifts for social enterprises. Focus on fundraising and donor relationship management.
Fundraising Officer (Planned Giving) Supports the planned giving manager, identifying and cultivating potential major donors and building strong relationships. Experienced in donor communication.
Legacy Officer (Charitable Giving) Specializes in securing legacy gifts, working closely with legal professionals and financial advisors. Deep understanding of inheritance planning.

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

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The Certified Specialist Programme in Planned Giving for Social Enterprises is a highly specialized training program designed to equip professionals with the knowledge and skills necessary to cultivate and manage planned gifts from donors supporting social causes. This intensive program focuses on the unique aspects of planned giving within the non-profit sector.


Learning outcomes include mastering the fundamentals of planned giving techniques such as charitable gift annuities, bequest planning, and charitable trusts. Participants will develop expertise in donor cultivation, communication strategies, and ethical considerations specific to planned giving for social enterprises. Successful completion leads to a valuable certification, enhancing professional credibility.


The program duration is typically [Insert Duration Here], offering a balanced blend of theoretical learning and practical application through case studies and workshops. The curriculum is regularly updated to reflect current best practices and legal changes in the field of philanthropy and estate planning, ensuring continued relevance and value.


Industry relevance is paramount. This Certified Specialist Programme in Planned Giving for Social Enterprises directly addresses the growing need for skilled professionals in the non-profit sector who can effectively manage and grow significant planned giving programs. The program fosters a deep understanding of fundraising, donor relations, and compliance requirements for social impact organizations. Graduates are well-positioned for roles in fundraising, development, and planned giving departments of charities and social enterprises.


The program's focus on ethical fundraising and compliance within the non-profit sector further adds to its value proposition. Successful completion of the Certified Specialist Programme will demonstrate a commitment to responsible and effective philanthropy.

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Why this course?

The Certified Specialist Programme in Planned Giving is increasingly significant for UK social enterprises navigating today's complex fundraising landscape. A recent study showed that 70% of UK charities receive less than 10% of their income from planned giving, indicating vast untapped potential. This highlights a critical need for professionals equipped with the skills to develop and manage successful legacy and planned giving programmes. The programme provides the essential knowledge and expertise to address this shortfall. The CSPPG directly addresses the growing demand for professionals proficient in cultivating major gifts, managing legacy gifts, and building robust planned giving strategies. This certification empowers social enterprises to secure long-term financial stability, improving their ability to deliver vital services.

Planned Giving Source Percentage of Income
Legacies 30%
Gifts in Wills 40%
Other Planned Gifts 30%

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

Ideal Audience for the Certified Specialist Programme in Planned Giving for Social Enterprises Description
Fundraising Professionals Experienced or aspiring fundraising professionals in UK social enterprises seeking to enhance their legacy giving strategies and expertise in planned giving. Many UK charities rely on legacy income; this program allows professionals to effectively acquire these significant donations.
Social Enterprise Leaders Directors, CEOs, and senior managers of social enterprises in the UK looking to diversify their fundraising income streams by incorporating planned giving into their overall philanthropic strategy. Approximately X% of social enterprises in the UK currently utilize planned giving techniques (replace X with UK statistic if available).
Trust and Foundation Managers Individuals managing grant applications and relationships for UK trusts and foundations interested in supporting legacy giving within social enterprises. They will learn how to better advise their beneficiaries on planned giving strategies.
Consultants & Advisors Independent consultants and advisors working with UK social enterprises who want to expand their service offerings to include planned giving expertise and secure larger donations. With enhanced skills, they can provide greater value to clients.