Planned Giving & Trust Services
Certification Course
January 27 – May 21, 2020
Hosted by The Adventist Learning Community
Overview
- Spring 2020 cohort will begin January 27, 2020
- Registration opens Oct 1, 2019 and closes Jan 16, 2020
- The registration fee is $500
- Consists of 54 lessons and takes place over 16 weeks
- Students go through the course in cohorts, beginning and ending the course together
- Students are required to attend an in person three-day class in the final week, May 19 – 21, the live class location will be announced the first week of the class.
- General Conference PGTS Director, Dennis Carlson, and Associate Director, Scot Coppock, administrate the course
Registration
- Click here to download a registration form.
- Registration Deadline is January 16, 2020. Registration forms with payment must be in the GC/NAD PGTS Office by this date.
- Registration fee is $500
Lessons
- Students will average about 3 to 4 lessons which will take about six to eight hours to complete each week
- Twelve subject matter experts from across the NAD lead the lessons
- Each lesson will use a variety of techniques to present the content to the student
- Instructional Videos
- Individual Reading
- Links to Online Resources
- Interactive Forms, Templates and Documents
- Each lesson requires the student to achieve 100% mastery on an assessment before moving forward to the next lesson
Tests & Work Assignments
- Throughout the course there are several tests and work assignments each student must complete by their due date
- Students are able to take exams and complete assignments early but they may not fall behind
- Hourly employees must be given time during the work day to complete their assignments
- Students are allowed to go back over past material as often as they like
- Throughout the course there are several opportunities to engage in telephone conference calls, online chat sessions, and group projects to facilitate group interaction among peers and administrators
- After the online course is complete the cohort convenes over a three-day period for an in-depth review session, case studies and to take the final exam
Expenses
- Course fee is $500
- Below are the required books
- North American Division Planned Giving & Trust Services Manual 2019 edition, This is provided at no cost
- Provide and Protect. Charles Schultz. This book is provided at no cost
- The Executor’s Guide, Mary Randolph, JD. Approximately $30.00
- The Trustee’s Legal Companion, Liza Hanks, JD and Carol Elias Zolla, JD. Approximately $30.00
- Planned Giving Simplified, Robert F. Sharpe, Sr. between $35 – $65 plus tax and shipping.