Certificate Course

Understanding the Charitable Sector




Obtain a deeper knowledge of emerging philanthropic and fundraising trends. Learn to guide clients’ giving objectives towards the investment options and charitable structures that ensure gifts will be used wisely and according to their wishes.

Enrol Now


This course provides foundational knowledge for navigating and assessing the charitable landscape including non-profits, public and private foundations, and donor advised funds. Students will be equipped to provide guidance when evaluating giving options by mapping the charitable ecosystem together with client objectives for their social capital. Learn how to move gifting decision-making from year-end to annual planning, and from one-time major gifting to an ongoing tax smart gift plan.

What You'll Learn

You will learn how to move gifting decision-making from year-end to annual planning and from one-time major gifting to an ongoing tax-smart gift plan.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Course Content

Module 1 | The Charitable Sector Landscape
Module 2 | Emerging Philanthropic Trends
Module 3 | How Charities Operate
Module 4 | Funding of Canadian Charities
Module 5 | Legal and Ethical Considerations
Module 6 | Planning for Impact

Marking Guide

Chapter Review Exercises
Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

Enrol Now