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.
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.
Learn more about group training:
January 2025
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.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Gift Annuities – Immediate, Deferred and Flexible Deferred
- Create Gift Annuity Proposals and Agreements
- NEW: QCD to fund CGA (Legacy IRA Act)
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Tuesday, January 21 and Wednesday, January 22. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Wednesday, January 22, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
February 2025
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.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Unitrusts plus Annuity Trusts
- Create Proposals and Projections
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Wednesday, February 5 and Thursday, February 6. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Thursday, February 06, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
March 2025
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.
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation among 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.
Who can benefit from this class?
This class is designed for planned giving professionals, estate planners, and trust officers who want to explore the details and varieties of this unusual gift vehicle. Participants should have some level of experience or familiarity in planned giving and / or estate planning. Advance preparation for the course is not necessary.
Topics Covered:
- Grantor, non-grantor, and super grantor lead trusts, balloon and “Shark Fin” lead trusts
- Gift and estate taxation
- Income taxation
- Generation skipping taxes
- Asset selection
- Investment considerations, and
- Inter-vivos and testamentary lead trusts.
Schedule for the Day
- The session runs from 1:00pm to 4:00pm ET on Wednesday, March 5 and Thursday, March 6. There will be a short break at 2:30pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Thursday, March 06, 01:00 PM-04:00 PM ET
Cost is $295 per attendee. Registrants will receive login information prior to the training.
This 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.
Who can benefit from this class?
This class is geared for new users as well as those with experience but no formal GiftWrap training. The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly. A brief overview of other gift types will be included. Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.
Topics Covered:
- Overview of GiftWrap functionality and structure
- Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
- Understanding the Record Death function and its effect on data and reporting
- Payments and Taxes
- Reporting
Schedule for the Day
- The session runs from 1:00pm to 4:00pm ET on Wednesday, March 26 and Thursday, March 27. There will be a short break at 2:30pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Thursday, March 27, 01:00 PM-04:00 PM ET
Cost is $295 per attendee. Registrants will receive login information prior to the training.
April 2025
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.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Gift Annuities – Immediate, Deferred and Flexible Deferred
- Create Gift Annuity Proposals and Agreements
- NEW: QCD to fund CGA (Legacy IRA Act)
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Wednesday, April 9 and Thursday, April 10. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Thursday, April 10, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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.
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.
This class is intended for users with some familiarity with GiftWrap as well as finance officers and others who are recipients of the report information. Basics such as data entry, record death, payments and taxes are covered in the separate Introductory class.
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Wednesday, April 30 and Thursday, May 1. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Thursday, May 01, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
May 2025
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. This must be done at least annually, but may be done more frequently. We will discuss the use of different mortality tables and interest rate assumptions as part of this virtual class.
Schedule for the Day
- The session runs from 2:00pm to 3:30pm ET on Thursday, May 8.
- Please sign in by 1:50pm ET so that the session may begin on time.
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $75 per attendee. Registrants will receive login information prior to the training.
June 2025
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.
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.
Who can benefit from this class?
This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other technical aspects of common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed. Advance preparation for the course is not necessary.
Topics Covered:
Over the course of two days, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds:
- Explore the logic underlying charitable deduction calculations and the taxation of gift annuities
- Examine the influence of the IRS discount rate on different gift plans
- Review the fundamentals of remainder trust taxation
- Highlight the components of FASB liability and gift annuity reserve computations
- Clarify the distinctions between income taxes and transfer taxes
- Understand the calculations for gifts of income interest
- Explain the 5% probability of exhaustion test and the 10% minimum charitable remainder test
Schedule for the Day
- The session runs from 1:00pm to 4:00pm ET on Tuesday, June 10 and Wednesday, June 11. There will be a short break at 2:30pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Wednesday, June 11, 01:00 PM-04:00 PM ET
Cost is $295 per attendee. Registrants will receive login information prior to the training.
August 2025
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. This class is taught using the web-based version, PGM Anywhere.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our PGM Anywhere software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Gift Annuities - Immediate and Deferred
- Create Basic Gift Annuity Proposals
- NEW: QCD to fund CGA (Legacy IRA Act)
- Introduction to Charitable Remainder Trusts
- Create Trust Proposals
Schedule for the Day
- The session runs from 9:00 am to 4:00 pm.
- Two 15-minute breaks, morning and afternoon, with an hour for lunch on your own at noon.
- Continental breakfast will be provided before the start of the session and refreshments during breaks.
- Please be in the room by 8:45 am so that the session may begin on time.
Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Meeting location TBD.
A Windows-compatible laptop is recommended, but not required. Login to the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.
Who can benefit from this class?
The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with our PGM Anywhere software through work experience or our introductory training. Advance preparation for the course is not necessary.
Topics Covered:
We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using PGM Anywhere.
- Create a Charitable Remainder Unitrust Proposal with a Flip Provision
- Model Non-Grantor Lead Trust
- Calculate gift taxes on life income plans
- Create a Retained Life Estate Proposal
- Testamentary Gifts of Retirement Plans
Schedule for the Day
- The session runs from 9:00 am to 4:00 pm.
- Two 15-minute breaks, morning and afternoon, with an hour for lunch on your own at noon.
- Continental breakfast will be provided before the start of the session and refreshments during breaks.
- Please be in the room by 8:45 am so that the session may begin on time.
Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Meeting location TBD.
A Windows-compatible laptop is recommended, but not required. Login for the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.
September 2025
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.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Unitrusts plus Annuity Trusts
- Create Proposals and Projections
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Wednesday, September 10 and Thursday, September 11. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Thursday, September 11, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
This 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.
Who can benefit from this class?
This class is geared for new users as well as those with experience but no formal GiftWrap training. The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly. A brief overview of other gift types will be included. Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.
Topics Covered:
- Overview of GiftWrap functionality and structure
- Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
- Understanding the Record Death function and its effect on data and reporting
- Payments and Taxes
- Reporting
Schedule for the Day
- The session runs from 1:00pm to 4:00pm ET on Tuesday, September 23 and Wednesday, September 24. There will be a short break at 2:30pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Wednesday, September 24, 01:00 PM-04:00 PM ET
Cost is $295 per attendee. Registrants will receive login information prior to the training.
October 2025
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.
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.
This class is intended for users with some familiarity with GiftWrap as well as finance officers and others who are recipients of the report information. Basics such as data entry, record death, payments and taxes are covered in the separate Introductory class.
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Wednesday, October 15 and Thursday, October 16. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Thursday, October 16, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Gift Annuities – Immediate, Deferred and Flexible Deferred
- Create Gift Annuity Proposals and Agreements
- NEW: QCD to fund CGA (Legacy IRA Act)
Schedule for the Day
- The session runs from 1:00pm to 3:00pm ET on Tuesday, October 28 and Wednesday, October 29. There will be a short break at 2:00pm on each day.
- Please sign in by 12:50pm ET so that the session may begin on time.
For cancellations, please contact Client Services at 888-474-2252.
Wednesday, October 29, 01:00 PM-03:00 PM ET
Cost is $195 per attendee. Registrants will receive login information prior to the training.