PGM Anywhere and Gift Annuities (ONLINE)

This class will provide an in-depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities - including the NEW option to make a Qualified Charitable Distribution (QCD) in exchange for a CGA - while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our PGM Anywhere software is required, and no advance preparation for the course is necessary.

Topics Covered:  

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
  • NEW: QCD to fund CGA (Legacy IRA Act)

April 2024

Wed 04/10-Thu 04/11

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, April 10 and Thursday, April 11. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

For cancellations, please contact Client Services at 888-474-2252.

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Wednesday, April 10, 01:00 PM-03:00 PM ET
Thursday, April 11, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.

August 2024

Tue 08/20-Wed 08/21

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, August 20 and Wednesday, August 21. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

For cancellations, please contact Client Services at 888-474-2252.

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Tuesday, August 20, 01:00 PM-03:00 PM ET
Wednesday, August 21, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.

November 2024

Wed 11/13-Thu 11/14

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, November 13 and Thursday, November 14. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

For cancellations, please contact Client Services at 888-474-2252.

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Wednesday, November 13, 01:00 PM-03:00 PM ET
Thursday, November 14, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.