Description
The online course teaches 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 provides a basic understanding of how to assist donors with their planned giving. This is a required course and a key element for individuals desiring 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 online and may be completed while working from any location. The only in-person portion of the class is the three-day review and exam at the end of the course.
Cost
The registration fee for the course is $500 and may be paid by check made payable to the General Conference of Seventh-day Adventists.
Approach
The online course consists of 39 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.
Registration Form
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
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.
Schedule
| 2023 | Fall Cohort |
|---|---|
| Class Starts | Aug 21, 2023 |
| Registration Opens | Apr 1, 2023 |
| Registration Closes | Aug 14, 2023 |
| Review & Exam at Western Adventist Foundation | Nov 28 – Nov 30, 2023 |
Review & Exam
The 2023 three-day review and exam will take place at the offices of Western Adventist Foundation, located at 13825 N. Northsight Blvd. Building A – 201 Scottsdale, AZ 85260.
All attendees are responsible for their own travel arrangements and expenses.
The review will start on Tuesday, November 28, at 8 a.m. local time (Arizona Time). The exam will start on Thursday, November 30, at 8 a.m. Attendees are dismissed after completing their own exams. It typically takes between 1 to 4 hours to complete the exam.