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 2020 SCHEDULE

 

Learn more about group training:

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 Reporting and Analysis (ONLINE)
Learn how to produce a variety of reports, including FASB liabilities and gift annuity reserves, to help you meet the needs of your development, business and finance offices. Read More
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 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
August 08, 02:00PM 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

August 2020

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PGM to PGM Anywhere - FREE! (ONLINE)
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Software Training
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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.  

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02:00PM - 03:00PM ET
12
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
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PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
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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.

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August 12, 01:00PM - August 13, 03:00PM ET
Online (Note: class will be from 1:00 pm -3:00 pm ET each day),

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

18
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
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PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
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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.

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August 18, 01:00PM - August 19, 03:00PM ET
Online (Note: class will be from 1:00 pm -3:00 pm ET each day),

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