Advanced Certificate in Planned Giving
The Advanced Certificate in Planned Giving is a comprehensive program designed to equip professionals with the skills and knowledge required to create and implement effective planned giving strategies. This course offers key benefits such as enhanced career prospects, increased earning potential, and the ability to make a lasting impact on the non-profit sector. Upon completion, graduates will be well-positioned to …
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What you'll learn
Course Overview & Description
The Advanced Certificate in Planned Giving is a comprehensive program designed to equip professionals with the skills and knowledge required to create and implement effective planned giving strategies. This course offers key benefits such as enhanced career prospects, increased earning potential, and the ability to make a lasting impact on the non-profit sector. Upon completion, graduates will be well-positioned to pursue career opportunities in planned giving, development, and fundraising. The program's unique features include expert instruction, hands-on training, and access to a network of industry professionals.
Comprehensive Course Details & Information
Entry Requirements
This course is open to all, with no formal entry requirements. Anyone with a genuine interest in the subject is encouraged to apply.
Learning Resources & Study Materials
Study Materials
This programme includes comprehensive study materials designed to support your learning journey and offers maximum flexibility, allowing you to study at your own pace and at a time that suits you best.
You will have access to online podcasts with expert audio commentary.
In addition, you'll benefit from student support via automatic live chat.
Assessment Methods
Assessments for the programme are conducted online through multiple-choice questions that are carefully designed to evaluate your understanding of the course content.
These assessments are time-bound, encouraging learners to think critically and manage their time effectively while demonstrating their knowledge in a structured and efficient manner.
Key Course Facts & Features
Course Structure
- The Advanced Certificate in Planned Giving is typically offered as a post-graduate program, requiring a minimum of 6-12 months to complete, depending on the institution and course structure
- By enrolling in the Advanced Certificate in Planned Giving, participants can expect to gain a deeper understanding of the principles and practices of planned giving, enabling them to make a lasting impact in their organizations and the wider community
Certification & Recognition
- The Advanced Certificate in Planned Giving is a specialized program designed for professionals in the non-profit sector, focusing on the strategic development of planned giving programs
- This certificate program equips participants with the knowledge and skills necessary to create and implement effective planned giving strategies, ultimately enhancing their organization's fundraising capabilities
- This program is highly relevant to the non-profit industry, as planned giving has become a crucial component of fundraising strategies for many organizations
- By acquiring the skills and knowledge provided by this certificate program, participants can significantly enhance their career prospects and contribute to the growth and sustainability of their organizations
- The Advanced Certificate in Planned Giving is an excellent investment for professionals seeking to advance their careers and make a meaningful impact in the non-profit sector
Learning Outcomes
- Upon completion of the program, participants will be able to analyze and develop planned giving programs, identify and cultivate major gift donors, and create a comprehensive planned giving strategy
- The program covers topics such as planned giving principles, major gift development, and estate planning, ensuring that participants are well-equipped to navigate the complexities of planned giving
- Upon completion, participants will be able to create a planned giving program that aligns with their organization's mission and goals, ultimately leading to increased revenue and long-term sustainability
- This program is designed to be flexible, allowing participants to balance their studies with work and other commitments, making it an ideal choice for those seeking to upskill and reskill in the field of planned giving
Why Choose This Course
Year | Number of Charities | Total Income (£m) |
---|---|---|
2018 | 170 | 13.4 |
2019 | 175 | 14.2 |
2020 | 180 | 15.1 |
2021 | 185 | 16.0 |
2022 | 190 | 17.0 |
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Career Opportunities
Fundraising Manager: Oversees the overall fundraising strategy, including annual giving, events, and planned giving, to achieve organizational goals.
Development Director: Leads the development team, providing strategic direction and oversight for all fundraising activities, including planned giving.
Major Gifts Officer: Focuses on securing major gifts from individuals, trusts, and foundations, often working closely with planned giving officers.
Stewardship Coordinator: Ensures timely and effective stewardship of donors, including those who have made planned gifts, to foster long-term relationships.
Who Is This Course For? - Target Audience
Ideal Audience for Advanced Certificate in Planned Giving | This course is designed for professionals working in the charity sector, particularly those involved in fundraising, legacy giving, and stewardship. In the UK, for example, 1 in 5 adults (21%) have made a will, with 1 in 10 (11%) leaving a legacy to charity (Source: Charity Commission for England and Wales). The ideal audience includes: |
Fundraising Professionals | Those seeking to enhance their knowledge and skills in planned giving, including bequests, trusts, and other forms of legacy giving. |
Legacy Officers | Individuals responsible for managing and stewarding legacy gifts, including those with experience in donor relations and communications. |
Trusts and Foundations Professionals | Those working in trusts and foundations, seeking to understand the complexities of planned giving and how to effectively engage with donors. |
Charity Executives and Trustees | Senior leaders in charities, seeking to develop their understanding of planned giving and its potential to support their organization's long-term sustainability. |
Sample Certificate
Upon successful completion of this course, you will receive a certificate similar to the one shown below:

Advanced Certificate in Planned Giving
Awarded: June 2025
Blockchain ID: 111111111111-eeeeee-2ddddddd-00000
Frequently Asked Questions
There are no formal entry requirements for this course. You just need:
- A good command of English language
- Access to a computer/laptop with internet
- Basic computer skills
- Dedication to complete the course
We offer two flexible learning paths to suit your schedule:
- Fast Track: Complete in 1 month with 3-4 hours of study per week
- Standard Mode: Complete in 2 months with 2-3 hours of study per week
- You can progress at your own pace and access the materials 24/7.
During your course, you will have access to:
- 24/7 access to course materials and resources
- Technical support for platform-related issues
- Email support for course-related questions
- Clear course structure and learning materials
Please note that this is a self-paced course, and while we provide the learning materials and basic support, there is no regular feedback on assignments or projects.
Assessment is done through:
- Multiple-choice questions at the end of each unit
- You need to score at least 60% to pass each unit
- You can retake quizzes if needed
- All assessments are online
Upon successful completion, you will receive:
- A digital certificate
- Option to request a physical certificate
- Transcript of completed units
- Certification is included in the course fee
We offer immediate access to our course materials through our open enrollment system. This means:
- The course starts as soon as you pay course fee, instantly
- No waiting periods or fixed start dates
- Instant access to all course materials upon payment
- Flexibility to begin at your convenience
This self-paced approach allows you to begin your professional development journey immediately, fitting your learning around your existing commitments.
Our course is designed as a comprehensive self-study program that offers:
- Structured learning materials accessible 24/7
- Comprehensive course content for self-paced study
- Flexible learning schedule to fit your lifestyle
- Access to all necessary resources and materials
This self-directed learning approach allows you to progress at your own pace, making it ideal for busy professionals who need flexibility in their learning schedule. While there are no live classes or practical sessions, the course materials are designed to provide a thorough understanding of the subject matter through self-study.
This course provides knowledge and understanding in the subject area, which can be valuable for:
- Enhancing your understanding of the field
- Adding to your professional development portfolio
- Demonstrating your commitment to learning
- Building foundational knowledge in the subject
- Supporting your existing career path
Please note that while this course provides valuable knowledge, it does not guarantee specific career outcomes or job placements. The value of the course will depend on how you apply the knowledge gained in your professional context.
This program is designed to provide valuable insight and information that can be directly applied to your job role. However, it is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. Additionally, it should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/body.
What you will gain from this course:
- Knowledge and understanding of the subject matter
- A certificate of completion to showcase your commitment to learning
Self-paced learning experience
- Access to comprehensive course materials
- Understanding of key concepts and principles in the field
While this course provides valuable learning opportunities, it should be viewed as complementary to, rather than a replacement for, formal academic qualifications.
Our course offers a focused learning experience with:
- Comprehensive course materials covering essential topics
- Flexible learning schedule to fit your needs
- Self-paced learning environment
- Access to course content for the duration of your enrollment
- Certificate of completion upon finishing the course
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Disclaimer: This certificate is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. This programme is structured for professional enrichment and is offered independently of any formal accreditation framework.