You Will Learn

As a professional in the challenging and complex field of planned giving, you must have access to the latest techniques and strategies to be successful. That's why the American Institute for Philanthropic Studies has developed this unprecedented program.

Learn from professionals with widely acknowledged expertise and reputations for excellence in the fields of planned giving, law, finance, education, and marketing.

The CSPGCM program is the only program that offers the Certified Specialist in Planned Giving designation. By earning this designation, you will be learn to:

  • How to evaluate individual situations and recommend the best planned giving techniques in concert with client's goals and objectives
  • How charitable techniques can enhance basic and advanced estate planning
  • How to minimize taxes and optimize income
  • The Interplay of gift modeling and importance of investment management
  • The role of gift planning in estate planning
  • How to formulate and execute a marketing proposal
  • How to select effective internal and external marketing vehicles
  • How to administer international gift arrangements
  • How to determine the cost-effectiveness of a planned giving program
  • How to build a strong administrative team to deal effectively with a diverse range of organizational challenges

Learn at Your Convenience

  • You can take modules in sequence or separately as stand-alone courses
  • Modules are offered every year beginning in September

Comprehensive Curriculum

  • In-depth coverage and sophisticated treatment of pertinent topics and issues in the field of planned giving