This complimentary training video is for experienced clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version. The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.
Who can benefit from this class?
This training video will not provide instruction on planned gift concepts. Clients who are new to gift planning should sign up for a free PGM Anywhere orientation or register for our "PGM Anywhere and Gift Annuities (Online)" class.
Topics Covered:
- Introduction to PGM Anywhere.
- PGM Anywhere interface and its similarities to and differences from desktop Planned Giving Manager (PGM).
- How to open, save, create, view, print, and send all kinds of presentations.
- Customization!
