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

  • 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


Why Choose the CSPG Program? 

Earning the Certified Specialist in Planned Giving designation equips you with the expertise, credibility, and connections to excel in the field of planned giving. Here's how this program benefits you: 

  • Flexible learning options allow you to complete modules in sequence or as standalone courses on their scheduled dates
  • Virtual, instructor-led classes provide an interactive and engaging learning experience
  • Access recorded sessions for review, ensuring you can revisit content as needed 

  • Learn directly from top professionals in philanthropy, finance, law, and fundraising
  • Gain real-world insights from faculty with extensive hands-on experience in planned giving
  • Receive personalized support and feedback to ensure mastery of complex topics

  • Stand out with a nationally recognized CSPG designation that enhances your credibility
  • Increase your career opportunities in nonprofit development, estate planning, and financial advising
  • Develop specialized skills that demonstrate you expertise in tax-efficient charitable giving strategies

  • Join a distinguished community of CSPG alumni, faculty, and philanthropic professionals
  • Connect with peers and mentors who can provide career guidance and collaboration opportunities
  • Gain access to exclusive networking events and continued professional development resources