Planned Giving Manager Advanced

Who can benefit from this class?

The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with Planned Giving Manager software through work experience or our introductory training. Advance preparation for the course is not necessary. This class is taught using both the desktop version of PGM and the web-based PGM Anywhere.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. Gift planning options include Retained Life Estate, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models.

Create a Charitable Remainder Unitrust Proposal with a Flip Provision
Model Non-Grantor Lead Trust
Calculate gift taxes on life income plans
Create a Retained Life Estate Proposal
Testamentary Gifts of Retirement Plans

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August 2025

Thu 08/14

Gift Planning with PGM Anywhere - Advanced (in person) - Boston, MA Software Training

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.

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Who can benefit from this class?

The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with our PGM Anywhere software through work experience or our introductory training. Advance preparation for the course is not necessary.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using PGM Anywhere.

Create a Charitable Remainder Unitrust Proposal with a Flip Provision
Model Non-Grantor Lead Trust
Calculate gift taxes on life income plans
Create a Retained Life Estate Proposal
Testamentary Gifts of Retirement Plans

Schedule for the Day

The session runs from 9:00 am to 4:00 pm.
Two 15-minute breaks, morning and afternoon, with an hour for lunch on your own at noon.
Continental breakfast will be provided before the start of the session and refreshments during breaks.
Please be in the room by 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.

For questions or cancellations, please contact Michael Heep at 888-474-2252.

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Thursday, August 14, 09:00 AM-04:00 PM ET

Meeting location TBD.

A Windows-compatible laptop is recommended, but not required. Login for the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.