Advanced Certificate in Planned Giving Strategies: Future-Ready

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The Advanced Certificate in Planned Giving Strategies is a comprehensive course designed to equip learners with the essential skills needed for career advancement in the charitable giving sector. This future-ready certificate course emphasizes the importance of planned giving in the context of a rapidly evolving nonprofit landscape, addressing emerging trends and donor expectations.

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About this course

By enrolling in this course, learners will not only develop a deep understanding of planned giving strategies but also gain practical knowledge in designing and implementing effective programs that foster donor loyalty and maximize charitable impact. High-demand topics such as bequest giving, charitable trusts, gift annuities, and estate planning are thoroughly covered. As a result, graduates of this course will be well-positioned to excel in their careers, bringing innovative planned giving strategies to their organizations and making a lasting difference in the lives of donors and the communities they serve.

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Course Details

Unit 1: Introduction to Planned Giving Strategies: Foundational concepts and principles of planned giving, its importance, and benefits for non-profit organizations.
Unit 2: Charitable Gift Planning: Overview of charitable gift planning, including bequests, charitable remainder trusts, charitable gift annuities, and gift of life insurance.
Unit 3: Tax Laws and Regulations: Comprehensive analysis of relevant tax laws and regulations governing charitable giving, including income tax, estate tax, and gift tax considerations.
Unit 4: Donor Advised Funds: Understanding donor advised funds, their benefits, and how they can be used in planned giving strategies.
Unit 5: Planned Giving Marketing and Communication: Effective marketing and communication strategies for promoting planned giving programs, including digital and traditional channels.
Unit 6: Gift Planning for Retirement Assets: Exploring the use of retirement assets in planned giving, including IRAs, 401(k)s, and 403(b)s.
Unit 7: Planned Giving Legal Considerations: Legal issues and considerations in planned giving, including donor intent, contract law, and fiduciary responsibilities.
Unit 8: Gift Planning for Real Estate: Analysis of real estate gift planning, including charitable remainder trusts, bargain sales, and gift of remainder interests.
Unit 9: Evaluating and Reporting Planned Gifts: Best practices for evaluating and reporting planned gifts, including gift acceptance policies, donor recognition, and stewardship.
Unit 10: Future-Proofing Your Planned Giving Program: Strategies for future-proofing your planned giving program, including emerging trends, technology, and donor expectations.

Career Path

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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Sample Certificate Background
ADVANCED CERTIFICATE IN PLANNED GIVING STRATEGIES: FUTURE-READY
is awarded to
Learner Name
who has completed a programme at
UK School of Management (UKSM)
Awarded on
05 May 2025
Blockchain Id: s-1-a-2-m-3-p-4-l-5-e
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