Certification and Accreditation What is Certification Accreditation Accreditation

Certification and Accreditation

What is Certification & Accreditation? Accreditation = Any North American Division Seventh-day Adventist Yearbook Entity that has a Planned Giving and Trust Services must be accredited. Being accredited means that program has shown that it adheres to the GC & NAD Policies regarding PG&TS and the 47 standards found in the PG&TS manual. Certification = An individual is employed by a SDA yearbook entity, has gone through the certification course and passed the final exam, has completed 30 hours of orientation and has kept up with the required amount of continuing education each year.

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Certification Provides: Training Standards Support TRAINING in Planned Giving & Trust Services A set of STANDARDS to keep you on the right track a SUPPORT system to help with the many questions that arise

Certification Provides: Ongoing continuing EDUCATION program that keeps Education you informed Reviews A REVIEW process to make sure standards are maintained Ongoing Training Additional ONGOING TRAINING when needed

Who Needs to be Certified? Those who… • Perform a job that includes the administration of planned giving and/or trust services. • Actively authorize, develop, or manage any part of the PG & TS function on behalf of the legal entity. • Serve as a fiduciary with powers granted under authority by policy, standards, votes, Last Will and Testament, or Trust. • Provide educational or instructive information as to how the donor may support your organization through planned giving.

Characteristics of Certified Planned Giving & Trust Services Personnel • • • Subscribe and support the mission of the church Fair Honest Open Full of Integrity Avoid conflict of interest Impartial Competent Avoids undue influence Trustworthy Maintains Confidentiality

Characteristics Certified Personnel Should Exhibit • Subscribe to and support the mission of the church • Fair • Honest • Open • Full of Integrity • Avoid conflict of interest • Impartial • Competent • Avoids undue influence • Trustworthy • Maintains Confidentiality

Certification Requirements Time Education Exam Internship Within 12 months of first employment by an SDA yearbook entity and actively engaging in Planned Giving & Trust Services all new personnel are to be certified Complete the Planned Giving & Trust Services Certification course Pass the qualifying examination with a score of 70% or better Complete 30 hours of orientation in a Planned Giving & Trust Services Department of an accredited organization other than your employing organization

Certification Requirements Internship Complete 30 hours of orientation in a Planned Giving & Trust Services Department of an accredited organization other than your employing organization Complete the Planned Giving & Trust Services Education Certification course Exam Pass the qualifying examination with a score of 70% or better

Internships 1 Selection of organization is to be in consultation with your next higher organization 2 One of the organizations you choose be should comparable to your organization

Internships 1 2 WAF likes to have you come in ones and two, no more than three Contact Barbara Brower, the Office Manager, to set up an appointment Barbara@wafsda. org or (602) 220 -0042

Internships 1 Loma Linda has specific dates that they have candidates come for their orientation 2 Contact Todd Mekelburg at 909 -558 -4553 or email tmekelburg@llu. edu

Maintaining Certification • Must attend the GC/NAD PG&TS Conference • Continuing Education Hours must be completed • Must be employed by a Seventh -day Adventist yearbook institution • Employment must involve Planned Giving & Trust Services • Organization must have an accredited Planned Giving & Trust Services Program Maintaining My Certification

Continuing Education • OLD Policy • 60 Hours of Continuing Education over a three-year period • Prorated number of hours for the time employed • NEW Policy • 16 hours every year • If < 16 hours notified of shortfall • Following year must obtain 16 hours, then make up shortfall Continuing Education

So What Qualifies as CE? • Certification Classes, e. g. CSPG • Online PG&TS Classes • PG&TS Webinars • National Association of Charitable Gift Planners (NACGP) Programs • Employed by an organization in the SDA yearbook • The organization must be accredited • PGTRS program reviewed by GCAS • Employment must involve Planned Giving and Trust Services

What Happens When You Fail to Maintain Certification? • Notified you no longer meet the requirements for certification • Certification will be placed in an inactive status for up to five years • To become active, must fulfill all the requirements of maintaining certification Exclusive. Yash

And what happens after 5 years? • Certification will lapse • To become recertified you will need to 1. Audit the certification class 2. Fulfill all the requirements of maintaining certification http: //stepasideshow. com

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Accreditation… What is it? Accreditation: The formal evaluation of an organization or program against accepted criteria or standards

Accreditation Stands upon the…. http: //lovethelifeyouliving. com

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Accreditation Levels A = Adhering to all 47 standards www. ateamtuition. com B = Not complying with all 47 standards, but has demonstrated good faith efforts to comply and has initiated actions and/or implemented procedures indicating compliance will be achieved. angelikablogja. blogspot. com

What is the Accreditation Process? • Every 2 – 3 years GCAS will schedule a PG&TS Review • GCAS Will Ask Your Organization to Upload documents to their portal before they arrive • An appropriate number of auditors will spend some time at your organization reviewing your documents

What is the Accreditation Process? • A Trust Review Report will be produced listing the findings • The Certification and Accreditation Committee will use the report to determine the PG&TS Program’s Accreditation Level

What Happens with Level A? • If the organization’s last review was less than an A then the next review will be scheduled in two years • If the organization received a Level A in the previous review then the next review will be scheduled in three years www. ateamtuition. com

What Happens with Level B? • The organization must submit a plan for correcting their deficiencies • Must be signed by the organization’s officers • Voted by the board of trustees • Submitted through the Union Director • Accepted by the C&A Committee • The next audit will be scheduled one year after the issuance of level B angelikablogja. blogspot. com

Levels of Service • Planned Giving & Trust Services • Planned Giving Plus • Planned Giving Only http: //1 change. co

Planned Giving & Trust Services • Markets Planned Giving • Meets with donors to educate and assist • Able to Serve as • Personal Representative • Trustee • Power of Attorney • Offers Charitable Gift Annuities • Store Original Documents

Planned Giving Plus • Markets Planned Giving • Meets with donors to educate and assist • Offers Charitable Gift Annuities

Planned Giving Only • Markets Planned Giving • Meets with donors to educate and assist

Planned Giving & Trust Services Reviews • Full GCAS Trust Review • C&A Committee Considers accreditation every 2 – 3 years

Planned Giving Plus Reviews • Organization submits annually a signed statement listing the Planned Giving & Trust Service activities it is and is not involved in • GCAS Reviews charitable gift annuities during annual financial audit • C&A Committee Considers accreditation annually

Planned Giving Only Reviews • Organization submits annually a signed statement listing the Planned Giving & Trust Service activities it is and is not involved in • GCAS verifies statement during annual financial audit • C&A Committee Considers accreditation annually