The online course provides instruction on the fundamentals of charitable gifts, estate planning, fiduciary responsibilities, and developing donor relationships among your constituency. The content is presented by experts currently working in the field and will provide you with a basic understanding to help you assist your donors. This is a required course, and a key element, for all individuals to become certified to perform Planned Giving & Trust Services duties in the North American Division of the Seventh-day Adventist Church. Most of the course is presented asynchronously on-line and may be completed while still working from your home. The only in-person portion of the class is the three-day review and exam at the end of the course.
The online course consists of 38 lessons, each with required reading material, a video presentation, and a quiz. Many lessons, but not all, have a learning activity that applies what you have learned in the lesson and must be completed. To aid in your study a copy of the presenter’s PowerPoint presentation is made available for download within each lesson.
Mail the completed application and registration fee of $500 to:
Scot Coppock, Associate Director
Planned Giving & Trust Services
General Conference of Seventh-day Adventists
12501 Old Columbia Pike
Silver Spring, MD 20904
Questions may be directed to
Wilhemina Taylor, 301-680-5002, [email protected]
All applications and registration fees must be delivered to the GC/NAD PGTS Department no later than the registration closed dates listed below.
|Class Starts||Aug 8, 2022|
|Registration Opens||Apr 1, 2022|
|Registration Closes||Aug 1, 2022|
|Review & Exam at Oakwood University||Nov 15 – Nov 17, 2022|
Review & Exam
The 2022 three-day review and exam will take place on the campus of Oakwood University. All attendees are responsible for their own travel arrangements and expenses.
The review will start on Tuesday, November 15, at 8 a.m. local time (Central Time). The exam will start on Thursday, November 17, at 8 a.m. Attendees are dismissed after completing their own exams. It typically takes between 1 to 4 hours to complete the exam.
If travel restrictions due to the COVID-19 pandemic prohibit gathering in person, the review portion will be conducted via online synchronous classes that will be mandatory to attend.