The Events Calendar lists opportunities for you to see PG Calc at conferences, hear us give speeches, learn from one of our software trainings, orientations, and of course our industry-leading webinars.
You can change the dates to narrow or expand the events shown below, choose a particular category of events or filter by topic. More information is available if you expand any given event or you can expand all events shown using that button.
PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere. This session covers how to access and customize the software as well as how to produce a gift illustration.
PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere.
PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day.
PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day.
Join PG Calc's Senior Director of Planned Giving Services Kara Morin at the Planned Giving Council of Greater Philadelphia's Planned Giving Day on October 16th for her presentation, Alphabet Soup Gifts: CGAs, DGAs, FGAs, and the QCD CGA .
Join PG Calc's Senior Director of Planned Giving Services Kara Morin at the Planned Giving Council of Greater Philadelphia's Planned Giving Day on October 16th for her presentation, Alphabet Soup Gifts: CGAs, DGAs, FGAs, and the QCD CGA.
PG Calc will be attending the Planned Giving Council of Greater Philadelphia Planned Giving Day -- "Legacy Giving – A Harvest of Gratitude." Kara Morin, PG Calc's Senior Director of Planned Giving
PG Calc will be attending the Planned Giving Council of Greater Philadelphia Planned Giving Day -- "Legacy Giving – A Harvest of Gratitude." Kara Morin, PG Calc's Senior Director of Planned Giving Services, will be presenting: "Alphabet Soup Gifts: CGAs, DGAs, FGAs, and the QCD CGA."
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
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.
An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.
PG Calc will be attending the National Association of Charitable Gift Planners 2024 Conference in Orlando, Florida, from October 28th to the 30th.
PG Calc will be attending the National Association of Charitable Gift Planners 2024 Conference in Orlando, Florida, from October 28th to the 30th.
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.
Schedule for the Day
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 Client Services at 888-474-2252.
Location: Rosen Centre Hotel, 9840 International Dr., Orlando, FL, 32819, 407-996-9840
This training will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference.
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.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere. This session covers how to access and customize the software as well as how to produce a gift illustration.
PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere.
What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.
An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.
Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.
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.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
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 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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
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:
Schedule for the Day
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $295 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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
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
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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
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.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
Cost is $295 per attendee. Registrants will receive login information prior to the training.
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:
Schedule for the Day
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.
Schedule for the Day
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.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
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:
Schedule for the Day
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $295 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
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
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:
Schedule for the Day
For cancellations, please contact Client Services at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
