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.
The registration fee for the course is $600 and may be paid by check made payable to the General Conference of Seventh-day Adventists.
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.
Mail the completed application and registration fee of $600 to:
Tony Reyes, CFRE , 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
All applications and registration fees must be delivered to the GC/NAD PGTS Department no later than the registration closed dates listed below.
|Aug 12, 2024
|Feb 1, 2024
|Jul 31, 2024 at 11:59 pm
|Review & Exam at (TBA)
|Nov 19 – Nov 21, 2024
Review & Exam
The 2023 three-day review and exam will take place at the offices of (TBA)
All attendees are responsible for their own travel arrangements and expenses.
The review will start on Tuesday, November 19, at 8 a.m. local time. The exam will start on Thursday, November 21, at 8 a.m. Attendees are dismissed after completing their own exams. It typically takes between 1 to 4 hours to complete the exam.