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.
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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 - including the NEW option to make a Qualified Charitable Distribution (QCD) in exchange for a CGA - while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.
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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.
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GiftWrap - Introductory (ONLINE)
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.
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GiftWrap - Advanced (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.
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PGM to PGM Anywhere - FREE! (VIDEO)
This complimentary training video 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.
Watch the free training video now.
PGM Anywhere: Editing in Word - FREE! (ONLINE)
PGM Anywhere calculations and narratives export to Word easily, but editing them after export can be challenging. In this session, we will share what we've learned about editing PGM Anywhere presentations as efficiently as possible.
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Computing FASB Liabilities with GiftWrap (ONLINE)
This class will focus on one of the most important reporting functions in GiftWrap – the calculation of estimated liabilities for life income gifts, in compliance with FASB standards. No matter the size of the organization, or the state in which the organization is based, all organizations sponsoring life income gifts need to calculate a reasonable estimate of the total future liability for each gift.
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When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE! (ONLINE)
Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. In previous years, charities had the option of providing the IRS with up to 249 paper copies of the forms, but beginning in 2024, charities generating more than 9 of these forms MUST transmit the information electronically. We’ll show you how to handle that electronic filing process quickly and easily.
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PIF K-1s - FREE! (ONLINE)
No, the K-1s are not late again this year! Unlike the Form 1099Rs for charitable gift annuities, Form K-1s must be sent to all persons receiving payments from pooled income funds by April 15. Yes, that is correct! But most PIF administrators try their best to send the forms by February or March at the latest. And the Pooled Income Fund Module of PG Calc’s GiftWrap makes the generation of the Form K-1s a downright manageable process. Once all the necessary information has been captured, GiftWrap produces the Form K-1s essentially with the click of a button. We’ll show you all the steps and review helpful hints – and potential pitfalls – in this training session.
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GiftWrap Payments/CashTrac (ONLINE)
GiftWrap’s CashTrac functionality allows the charity to maintain an ongoing market value for each and every charitable gift annuity. This is critically important because the charity needs to know how much of the original principal remains when the annuitant dies. Since the assets for all the gift annuities are combined into one or two investment pools, there is no other way to keep track of the individual market values. It also helps charities to reconcile payment issues and to monitor the ongoing health of the gift annuity programs. This training session will be invaluable for all GiftWrap clients who wish to manage their gift annuity programs more effectively.
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