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Trust Services Staff Earns Certification

Date: January 28, 2014

by Eloise Ravell

Tari Popp, director of the Office of Planned Giving & Trust Services at Andrews University, has received the Certified Specialist in Planned Giving (CSPG) certification offered by the American Institute for Philanthropic Studies through the California State University at Long Beach (CSULB) Foundation. The CSPG is a professional designation program designed to a master’s level standard and developed to provide participants with the body of knowledge required for planned giving professionals.

This certificate allows Popp to provide general education about estate planning and help facilitate that process with the assistance of professional advisors. It also means that Andrews can continue to be a leader in the area of advancement, specifically in planned giving and trust services.

Two years ago, the North American Division (NAD) of Seventh-day Adventists encouraged its union and institution planned giving and trust services directors to seek advanced certification in this area, offering to cover 50 percent of the certification program for anyone interested.

“In any profession, an individual needs to continue learning or they will fall behind,” says Popp. “I felt that in order to continue to offer the best possible service to our constituents, it was important that I take advantage of this opportunity.”

Popp was required to complete six modules taught by a faculty of professional advisors and take two exams at the end of each unit over the course of a year. After finishing the course work, Popp submitted a practicum applying the information she learned during classes to her work here at Andrews. Roughly 25 people achieve this certification every year and Popp is currently the only person at Andrews that has it.

“I feel grateful to be given this education opportunity by Andrews University and the General Conference,” states Popp. “I will be able to better serve our alumni and friends in this specialty area which will eventually result in additional funds for the support of our students and this wonderful school.”

Andrews University is a Seventh-day Adventist institution of higher education
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Berrien Springs, Michigan 49104