Software Orientations

Live orientations for PG Calc's PGM Anywhere, GiftWrap, and Bequest Manager are offered during the year at the times and dates specified below. Please click on the Register link to sign up for one or more of these orientations. Also note that you can view on-demand versions of PGM Anywhere, GiftWrap, and Bequest Manager orientations at any time. If you have a specific question, please don’t hesitate to call our Client Support line at 888-474-2252 or email us at support@pgcalc.com.

 

November 2026

Wed 11/04

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Wednesday, November 04, 02:00 PM-03:00 PM ET
Thu 11/05

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, November 05, 02:00 PM-03:00 PM ET
Tue 11/17

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, November 17, 10:00 AM-11:00 AM ET
Wed 11/18

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Wednesday, November 18, 10:00 AM-11:00 AM ET

January 2027

Tue 01/05

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, January 05, 10:00 AM-11:00 AM ET
Thu 01/07

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, January 07, 10:00 AM-11:00 AM ET
Tue 01/12

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Tuesday, January 12, 02:00 PM-03:00 PM ET
Thu 01/21

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, January 21, 02:00 PM-03:00 PM ET

February 2027

Tue 02/02

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, February 02, 10:00 AM-11:00 AM ET
Thu 02/04

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, February 04, 02:00 PM-03:00 PM ET
Tue 02/09

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Tuesday, February 09, 02:00 PM-03:00 PM ET
Tue 02/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, February 23, 02:00 PM-03:00 PM ET

March 2027

Tue 03/02

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, March 02, 10:00 AM-11:00 AM ET
Thu 03/04

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, March 04, 02:00 PM-03:00 PM ET
Tue 03/16

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, March 16, 02:00 PM-03:00 PM ET
Tue 03/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, March 23, 02:00 PM-03:00 PM ET

April 2027

Tue 04/06

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, April 06, 10:00 AM-11:00 AM ET
Thu 04/08

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, April 08, 02:00 PM-03:00 PM ET
Tue 04/13

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, April 13, 02:00 PM-03:00 PM ET
Tue 04/27

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, April 27, 02:00 PM-03:00 PM ET

May 2027

Tue 05/04

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, May 04, 10:00 AM-11:00 AM ET
Thu 05/06

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, May 06, 02:00 PM-03:00 PM ET
Tue 05/11

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, May 11, 02:00 PM-03:00 PM ET
Thu 05/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, May 20, 02:00 PM-03:00 PM ET

June 2027

Tue 06/01

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, June 01, 10:00 AM-11:00 AM ET
Thu 06/03

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, June 03, 02:00 PM-03:00 PM ET
Thu 06/10

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, June 10, 02:00 PM-03:00 PM ET
Tue 06/15

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, June 15, 02:00 PM-03:00 PM ET

July 2027

Thu 07/08

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, July 08, 10:00 AM-11:00 AM ET
Thu 07/08

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, July 08, 02:00 PM-03:00 PM ET
Tue 07/13

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, July 13, 02:00 PM-03:00 PM ET
Tue 07/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, July 20, 02:00 PM-03:00 PM ET

August 2027

Tue 08/03

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, August 03, 10:00 AM-11:00 AM ET
Thu 08/05

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, August 05, 02:00 PM-03:00 PM ET
Tue 08/10

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, August 10, 02:00 PM-03:00 PM ET
Thu 08/19

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, August 19, 02:00 PM-03:00 PM ET

September 2027

Tue 09/07

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, September 07, 10:00 AM-11:00 AM ET
Thu 09/09

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, September 09, 02:00 PM-03:00 PM ET
Tue 09/14

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, September 14, 02:00 PM-03:00 PM ET
Tue 09/21

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, September 21, 02:00 PM-03:00 PM ET

October 2027

Tue 10/12

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, October 12, 10:00 AM-11:00 AM ET
Thu 10/14

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, October 14, 02:00 PM-03:00 PM ET
Tue 10/26

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, October 26, 10:00 AM-11:00 AM ET
Tue 10/26

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, October 26, 02:00 PM-03:00 PM ET

November 2027

Thu 11/04

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

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PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, November 04, 10:00 AM-11:00 AM ET
Thu 11/04

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

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GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, November 04, 02:00 PM-03:00 PM ET
Tue 11/09

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

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Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, November 09, 02:00 PM-03:00 PM ET
Tue 11/16

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

 

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, November 16, 02:00 PM-03:00 PM ET