Certificate in Planned Giving Management
The Certificate in Planned Giving Management, offered by the Indiana University Lilly Family School of Philanthropy, is a comprehensive program designed to equip fundraising professionals with the expertise needed to develop and manage effective planned giving programs. This certificate program covers a wide range of topics, from foundational principles to advanced strategies, ensuring participants gain a deep understanding of both the technical and nontechnical aspects of planned giving.
The Planned Giving Initiative (PGI) is offering partial tuition waivers for this certificate to the members of The Association for Fundraising Professionals (AFP), Council of Advancement and Support of Education (CASE), and the National Association of Charitable Gift Planners (CGP).
Tuition assistance is contingent on completion of all three courses:
- The first course partial tuition waiver would be about one-third of the cost of the course at $450.
- The second course partial tuition waiver would be for half of the total cost of the course at $650.
- The third course partial tuition waiver would be for two-thirds of the cost of the course at $900.
These waivers combined total $2,000. Based on a course cost of approximately $1,300 each, the tuition waivers would cover half of the tuition for the entire program.
Learn More About Tuition Assistance (AFP Members Only)
PROGRAM OBJECTIVES
By completing the Certificate in Planned Giving Management, participants will:
- Gain a comprehensive understanding of planned giving principles and strategies.
- Develop the skills to identify, cultivate, and manage planned giving donors.
- Learn to effectively market and communicate planned giving opportunities.
- Navigate the legal and ethical landscape of planned giving.
- Implement and enhance planned giving programs within their organizations.
I greatly enjoyed this course. I feel more confident in my abilities to implement several strategies at my organization right away. Because of this course, I have a great foundation of knowledge and language to have meaningful conversations with donors about leaving a charitable legacy. I'm excited to start having these conversations with donors with the ultimate hope of creating a successful planned giving program for my organization.
REQUIRED COURSES INCLUDE
1. Planned Giving: Getting the Proper Start
Learn the essentials of integrating planned giving into your fundraising program. Topics include the benefits to organizations and donors, blending major and planned gifts, financial planning basics, and identifying and communicating with prospective donors. Participants will also explore ethical considerations and steps to initiate a planned giving program.
2. Planned Giving: Beyond the Basics
Develop the knowledge and tools needed to grow a successful planned giving program. This course covers both technical and strategic aspects of planned giving. Learn about complex assets, deferred and life income gifts, CLTs, DAFs, and Private Foundations, and apply this knowledge through advanced case studies and practical applications.
3. Planned Giving: Building an Effective Program
Unlock the potential of planned giving to enhance your organization’s fundraising efforts with this comprehensive course. Learn advanced marketing strategies, planned gift administration, donor recognition, and more, while gaining the tools to develop a successful planned giving program.
This was all information I have been wanting to learn, but didn't know where to start. I liked that this course presented the information in an organized and digestible way.
