Executive Certificate in Planned Giving Fundraising

Friday, 01 May 2026 21:56:50

International applicants and their qualifications are accepted

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Overview

Overview

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Planned giving is a powerful fundraising tool. This Executive Certificate in Planned Giving Fundraising equips nonprofit leaders and development professionals with essential skills.


Learn to cultivate major gifts, build strong relationships with donors, and design effective planned giving programs. Master techniques for bequest solicitation, charitable gift annuities, and other planned giving vehicles.


This certificate enhances your ability to secure long-term financial sustainability for your organization. You’ll gain expertise in estate planning, tax implications, and donor communication. Elevate your fundraising strategy with this focused, executive-level program.


Explore the Executive Certificate in Planned Giving Fundraising today and unlock the potential of planned giving for your organization.

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Planned Giving fundraising is a lucrative and fulfilling career path, and our Executive Certificate program provides the expertise you need to excel. Master major gift cultivation, legacy giving strategies, and charitable trust management. This intensive certificate program offers practical, hands-on training, including case studies and expert guest speakers. Boost your career prospects by developing in-demand skills, leading to increased earning potential and leadership opportunities within non-profit organizations. Gain a competitive edge with our unique curriculum focused on ethical fundraising and compliance. Secure your future in planned giving 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

• Planned Giving Fundamentals & Philosophy
• Major Gift Cultivation & Solicitation for Planned Giving
• Estate Planning Basics for Fundraisers
• Legal and Tax Aspects of Planned Gifts (including Charitable Trusts, Bequests, and Charitable Gift Annuities)
• Prospect Research and Identification for Planned Giving
• Creating a Comprehensive Planned Giving Program
• Stewardship of Planned Gifts and Donor Relations
• Measuring the Success of Planned Giving Initiatives
• Ethical Considerations in Planned Giving Fundraising

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

Executive Certificate in Planned Giving: UK Career Outlook

Unlock your potential in the rewarding field of planned giving fundraising. This certificate equips you with the essential skills to thrive in a growing sector.

Career Role Description
Planned Giving Manager (Fundraising) Develop and implement strategies to secure significant gifts. Oversee donor relationships and cultivation.
Major Gifts Officer (Planned Giving) Cultivate and solicit major gifts from high-net-worth individuals focusing on planned giving vehicles.
Development Officer (Legacy Giving) Focus on building lasting legacies through planned gifts, including bequests and trusts.
Planned Giving Consultant (Philanthropy) Provide expert advice to donors on planned giving options, ensuring compliance and tax efficiency.

Key facts about Executive Certificate in Planned Giving Fundraising

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An Executive Certificate in Planned Giving Fundraising equips professionals with the skills and knowledge to cultivate and manage planned gifts, a crucial aspect of nonprofit fundraising. This specialized program focuses on developing strategies to secure significant, long-term financial support for organizations.


Learning outcomes typically include mastering techniques for identifying and cultivating major donors, understanding various planned giving vehicles such as charitable gift annuities and trusts, and developing effective communication strategies tailored to high-net-worth individuals. Participants learn to build strong relationships with donors and their advisors, a crucial aspect of successful planned giving.


The duration of these certificate programs varies, but generally ranges from a few weeks to several months, depending on the intensity and format (online, in-person, or hybrid). The curriculum often includes case studies, interactive workshops, and opportunities for networking with peers and experts in the field.


In today's competitive fundraising landscape, expertise in planned giving is highly valued. This certificate enhances career prospects for individuals working in nonprofit management, fundraising, and philanthropy. Graduates gain a competitive edge, demonstrating a specialized understanding of sophisticated gift planning techniques and estate planning, leading to increased earning potential and career advancement opportunities. The program provides relevant skills for professionals seeking to advance within fundraising and nonprofit leadership positions.


The program's industry relevance is undeniable, as securing planned gifts is essential for the long-term financial health and sustainability of many nonprofits. Mastering planned giving techniques is vital for organizations seeking to expand their fundraising capabilities and achieve their mission objectives effectively. This certificate offers a focused and efficient pathway to acquiring these in-demand skills.

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Why this course?

An Executive Certificate in Planned Giving Fundraising is increasingly significant in the UK's evolving charitable landscape. The sector faces growing challenges in securing long-term funding, with a need for sophisticated strategies to cultivate major gifts and legacies. According to the Charity Commission for England and Wales, the number of registered charities has increased steadily, leading to heightened competition for donations. This necessitates specialized expertise in planned giving, a crucial area for securing sustainable income streams.

Data from the Institute of Fundraising suggests that planned giving, encompassing legacies and other deferred gifts, constitutes a substantial portion of many charities' income. However, many organizations lack the in-house expertise to effectively develop and manage planned giving programs. This creates a high demand for professionals with specialized knowledge and skills, making the Executive Certificate a valuable asset for career advancement and organizational success. The certificate equips fundraisers with the tools and knowledge to build relationships with high-capacity donors, understand legal and tax implications, and manage complex gift planning processes.

Year Legacy Income (£m)
2021 150
2022 165
2023 (projected) 180

Who should enrol in Executive Certificate in Planned Giving Fundraising?

Ideal Audience for Our Executive Certificate in Planned Giving Fundraising
This Executive Certificate in Planned Giving Fundraising is designed for ambitious professionals seeking to master the art of securing major gifts. Are you a development officer already making strides in fundraising? Or perhaps you're a trust and estates lawyer looking to expand your expertise in legacy giving? This program is tailored to your needs. With over 100,000 registered charities in the UK, the demand for skilled planned giving professionals is only growing. The course will equip you with the advanced skills and strategies necessary to cultivate lasting relationships with high-net-worth individuals and effectively manage planned gift portfolios. Specifically, this certificate benefits those with a demonstrable commitment to major gift fundraising, proven ability to build strong relationships and previous experience in trust or estate administration are a plus. Gain the edge in the competitive fundraising sector with our comprehensive program.