Policies and Standards

NAD Working Policy

Download NAD WP for PGTS (199kb) FT 05 Statement of Purpose Artboard 1FT 05 Statement of PurposeA recognition of the sovereignty of God, by right of creation and redemption, enables every Seventh-day Adventist Christian to enjoy a sense of security and a relationship with his heavenly Father that surpass all other considerations. A contemplation of…

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PGTS Accreditation Standards

Effective January 1, 2023 (Click here for the former Standards) The list of standards that must be met in order to attain and maintain Level A accreditation. Personnel Standard 1 - Certificationo-icon__plusAll Planned Giving & Trust Services (PGTS) personnel, including appropriate accounting/treasury staff, should begin the certification process within one year, and complete the process…

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Former PGTS Standards

Effective Until January 1, 2023 (Click here for the current Standards) The list of standards that must be met in order to attain and maintain Level A accreditation. Personnel Standard 1 - Certificationo-icon__plusAll Planned Giving & Trust Services personnel who have been performing any discretionary trust/estate management or development functions for at least one year…

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FAQ's on NAD PGTS Standards

Questions and Answers on the 50 PGTS Standards.

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2019 PGTS Manual

2019 PGTS Manual (complete) The 2019 PGTS Manual does not contain the revised PGTS Standards, effective January 1, 2023. Click here to see the revised standards. 2019 PGTS Manual (5mb PDF) 2019 PGTS Manual (by chapter) Table of Contents (44kb PDF) Chp 1 - Philosophy & Objectives (57kb PDF) Chp 2 - Certification & Accreditation…

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Approved Charitable Gift Annuity Rates

NAD WP S 40 45.2 Maximum gift annuity agreement rate schedules are provided by the General Conference Corporation to officers of union and local conferences and institutions, and shall be strictly adhered to by all issuing organizations. Approved CGA Rates On November 28, 2022, the General Conference of Seventh-day Adventists Corporation Board approved using the…

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