Global Certificate in Major Gift Fundraising Legacy Giving

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The Global Certificate in Major Gift Fundraising & Legacy Giving is a comprehensive course that empowers learners with the skills needed to excel in fundraising for high-value gifts and planned giving programs. This certificate program addresses the growing industry demand for professionals who can effectively drive major gift fundraising initiatives, particularly in legacy giving.

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By enrolling in this course, learners will gain a deep understanding of the major gift fundraising cycle, cultivation strategies, and tax and estate planning concepts crucial for legacy giving. By earning this certification, learners will enhance their professional portfolio, positioning themselves as experts in major gift fundraising and legacy giving. The course not only provides theoretical knowledge but also emphasizes practical application, offering learners real-world scenarios and hands-on activities to reinforce learning. By the end of the course, learners will have developed a comprehensive major gift fundraising plan and legacy giving program, equipping them with the tools necessary to succeed in this rewarding field.

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โ€ข Understanding Legacy Giving: Introduction to the concept of legacy giving, its importance in major gift fundraising, and how it differs from other forms of giving. โ€ข Planned Giving: The role of planned giving in legacy giving, including various planned giving vehicles such as bequests, charitable trusts, and gift annuities. โ€ข Identifying Prospects: Techniques for identifying and qualifying prospective legacy donors, including donor research and data analysis. โ€ข Cultivating Donors: Strategies for building and maintaining relationships with legacy donors, including stewardship, recognition, and communication. โ€ข Soliciting Gifts: Best practices for soliciting legacy gifts, including asking techniques, proposal development, and donor communication. โ€ข Legal and Ethical Considerations: Understanding legal and ethical issues related to legacy giving, including gift acceptance policies, donor confidentiality, and tax implications. โ€ข Creating a Legacy Giving Program: Steps for creating and implementing a successful legacy giving program, including program goals, policies, and procedures. โ€ข Marketing and Promotion: Techniques for marketing and promoting a legacy giving program, including donor communications, events, and online channels. โ€ข Evaluating Success: Metrics and methods for evaluating the success of a legacy giving program, including donor retention, gift revenue, and program growth.

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GLOBAL CERTIFICATE IN MAJOR GIFT FUNDRAISING LEGACY GIVING
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UK School of Management (UKSM)
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05 May 2025
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