Certified Specialist in Planned Giving

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.

The CSPGCM is a multi-module curriculum in planned giving developed by the American Institute for Philanthropic Studies under license to California State University, Long Beach Research Foundation. Designed in a flexible format, the classes are grouped into six modules that can be taken in sequence or separately as stand-alone courses.

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

  • Document your proficiency as a planned giving professional
  • Enhance your marketability
  • Increase your opportunities for advancement in the field

How to Receive the CSPGCM Designation

  • Complete all six modules
  • Complete an examination for each module demonstrating an acceptable level of master of the curriculum
  • Complete a practicum for faculty review in which you apply the knowledge and skills learned in the program to your current professional activity or career objective.

Level of Instruction

The high level of instruction is appropriate for experienced professionals in the field who are seeking detailed information and strategies, as well as those new to the field seeking an overview of all aspects of charitable gift planning.

Distinguished Faculty

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

Professional Continuing Education Units

The CSPGCM program is approved for Continuing Education Units in the following areas: CPA, CFP, MCLE and CLU.

Continuing Professional Education

Ten (10) hours per year of continuing professional education (CPE) will be required for you to maintain your CSPGCM professional designation in an active and current status. CPE can be obtained through attendance at your local planned giving roundtable or council, regional and national planned giving conferences, and other relevant seminars, workshops, or training sessions.

Click here to download CPE Certificate of Attendance Form pdf icon

Interested in Obtaining the Accredited Estate Planner Designation?
Did you know the CSPG course is an approved gateway credential for the National Association of Estate Planners and Councils (NAEPC) Accredited Estate Planner (AEP) Designation Program. The CSPG designation is one of the 12 approved credentials an applicant must have to apply for the NAEPC AEPĀ® designation.

Visit www.naepc.org for more information.