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 PGM Anywhere is required, and no advance preparation for the course is necessary. This class is taught using our web-based PGM Anywhere.
Topics Covered:
- Introduction to PGM Anywhere
- Gift Annuities - Immediate to Commuted Pay
- Create Basic Gift Annuity Proposals
- Introduction to Charitable Remainder Trusts
- Create Trust Proposals
