Software Training

PG Calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving. 

The courses are taught by highly experienced PG Calc staff members, many of whom have had previous experience doing what you do now – raising money for charitable organizations. They understand from firsthand experience the kind of learning that can be most helpful to you in the execution of your gift planning responsibilities.

DOWNLOAD 2021 SCHEDULE

Learn more about group training:

Lead Trust School (ONLINE)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not. Read More
PGM Anywhere and Gift Annuities (ONLINE)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely. Read More
PGM Anywhere and Charitable Remainder Trusts (ONLINE)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely. Read More
GiftWrap Fundamentals (ONLINE)
This is new ONLINE class. This class introduces students to fundamental basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices. Read More
GiftWrap Advanced Reporting (ONLINE)
This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program. Read More
PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM 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. Read More
CalenderList

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
November 10, 01:00PM ET

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
November 17, 01:00PM ET

Planned Giving by the Numbers (ONLINE 6 hours over 2 days)

Planned Giving by the Numbers (ONLINE 6 hours over 2 days)
Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enableRead More
Software Training
June 22, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
November 19, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
January 07, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
March 09, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
January 26, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
March 04, 01:00PM ET

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
March 24, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
June 08, 01:00PM ET

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
May 26, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
May 11, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
April 27, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
February 10, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
January 13, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
June 03, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
May 06, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
February 18, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
April 06, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
October 20, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
December 22, 01:00PM ET

GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)

GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASBRead More
Software Training
April 13, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
December 09, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
December 08, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE) - FULL

PGM to PGM Anywhere - FREE! (ONLINE) - FULL
THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you! This complimentary class is for experienced PGMRead More
Software Training
November 05, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE) - FULL

PGM to PGM Anywhere - FREE! (ONLINE) - FULL
THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you!  This complimentary class is for experienced PGM clientsRead More
Software Training
October 01, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
September 10, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
August 26, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
November 30, 01:00PM ET

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
February 23, 01:00PM ET

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
October 28, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
October 21, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
September 22, 01:00PM ET

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
July 28, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
August 12, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
August 18, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
July 14, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
June 17, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.Read More
Software Training
May 13, 01:00PM ET

*CANCELED* Planned Giving by the Numbers

*CANCELED* Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 19, 09:00AM ET
Cambridge, MA

GiftWrap Fundamentals (ONLINE)

GiftWrap Fundamentals (ONLINE)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
July 22, 01:00PM ET

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
March 12, 09:00AM ET
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
March 11, 09:00AM ET
Cambridge, MA

*CANCELED* Planned Giving Manager Advanced

*CANCELED* Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 27, 09:00AM PT
Costa Mesa, CA

*CANCELED* Planned Giving Manager Introductory

*CANCELED* Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 26, 09:00AM PT
Costa Mesa, CA

*CANCELED* Planned Giving Manager Advanced

*CANCELED* Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 07, 09:00AM ET
Boston, MA

*CANCELED* Planned Giving Manager Introductory

*CANCELED* Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 06, 09:00AM ET
Boston, MA

*CANCELED* Planned Giving Manager Introductory

*CANCELED* Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 20, 09:00AM ET
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 06, 09:00AM ET
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 05, 09:00AM ET
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 14, 09:00AM PT
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 13, 09:00AM PT
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 12, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 11, 09:00AM EST
Washington, DC

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 15, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 14, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 07, 09:00AM EST
Boston, MA

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 20, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 19, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 03, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 02, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 11, 09:00AM CT
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 10, 09:00AM CT
Chicago, IL

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
March 21, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
March 20, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 14, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 13, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 14, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 13, 09:00AM EST
New York, NY

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 15, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 08, 09:00AM EST
Nashville, TN

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 07, 09:00AM EST
Nashville, TN

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
October 04, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
October 03, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 17, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 16, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 12, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 22, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 03, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 02, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 25, 09:00AM PT
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 24, 09:00AM PT
Seattle, WA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
April 10, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 22, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
November 02, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 17, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
May 09, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
May 08, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 13, 09:00AM EST
Baltimore, MD

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 12, 09:00AM EST
Baltimore, MD

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 14, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
July 18, 09:00AM EST
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
July 17, 09:00AM EST
Seattle, WA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 27, 09:00AM EST
Cambridge, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 26, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Columbus, OH

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Columbus, OH

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
St. Louis, MO

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 20, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 29, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
April 28, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 11, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 12, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 22, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 11, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 27, 09:00AM EST
Houston, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 10, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 15, 09:00AM EST
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 21, 09:00AM EST
Dallas, TX

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This ful- day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 23, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 05, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 14, 09:00AM EST
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 20, 09:00AM EST
Dallas, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 04, 09:00AM EST
Boston, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the functions in GiftWrap that generate a variety of summary reports, calculations including FASB liability andRead More
Software Training
August 12, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
August 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization'sRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 04, 09:00AM EST
Cambridge, MA
CalenderList

October 2020

01
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Up

THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you!  This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
20
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
21
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
October 21, 01:00PM - October 22, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

28
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Down
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Up

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Read More
October 28, 01:00PM - October 29, 04:00PM ET
Online (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

November 2020

05
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Up

THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you! This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
10
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
17
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
November 17, 01:00PM - November 18, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

19
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
30
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
November 30, 01:00PM - December 01, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

December 2020

08
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
09
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
December 09, 01:00PM - December 10, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

22
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET

January 2021

07
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
13
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
January 13, 01:00PM - January 14, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

26
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET

February 2021

10
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
February 10, 01:00PM - February 11, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

18
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
23
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
February 23, 01:00PM - February 24, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

March 2021

04
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
09
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
March 09, 01:00PM - March 10, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

24
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Down
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Up

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Read More
March 24, 01:00PM - March 25, 04:00PM ET
Online (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

April 2021

06
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
13
GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
Software Training
Down
GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
Software Training
Up

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

              

Read More
April 13, 01:00PM - April 14, 03:00PM ET
ONLINE (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

27
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
April 27, 01:00PM - April 28, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

May 2021

06
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
11
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
May 11, 01:00PM - May 12, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

26
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
May 26, 01:00PM - May 27, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

June 2021

03
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM 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.  

Read More
01:00PM - 02:30PM ET
08
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
June 08, 01:00PM - June 09, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

22
Planned Giving by the Numbers (ONLINE 6 hours over 2 days)
Software Training
Down
Planned Giving by the Numbers (ONLINE 6 hours over 2 days)
Software Training
Up

Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.

Read More
June 22, 01:00PM - June 23, 04:00PM ET
Online (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.