Software Orientations

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.

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. 

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.

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, cover useful tools and frequently used menu items, and will provide a detailed walk through of a charitable gift annuity proposal. You’ll be ready to start using Planned Giving Manager right away. 

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. 

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. 

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.

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. 

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.

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.

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.

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. 

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. 

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.

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.