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.
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.
NOTE: THIS REGISTRATION PAGE IS BEING HELD OPEN FOR INDIVIDUALS THAT ARE LOOKING FOR ACCESS TO A RECORDING OF THIS PRESENTATION, WHICH WILL BE AVAILABLE FOR 45 DAYS.
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 cancellations, please contact Doug Nannene at 888-474-2252.
Cost is $75 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.
PG Calc is sponsoring and exhibiting at the NCGPC National Capital Gift Planning Council Planned Giving Day. Come by and say hello!
PG Calc is sponsoring and exhibiting at the NCGPC National Capital Gift Planning Council Planned Giving Day. Come by and say hello!
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.
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 actually working in planned giving marketing today?
Whether you’re wondering if a donor survey is worth the investment, questioning the role of newsletters, debating the future of direct mail, or trying to understand which channels deliver the strongest engagement, this open Q&A session is designed for you.
Join Andrew Palmer, PG Calc’s Director of Marketing Services, for an interactive conversation focused entirely on your questions. Andrew will break down current trends, share what we’re seeing across hundreds of nonprofit clients, and offer clear, practical guidance to help you strengthen your planned giving outreach.
What’s actually working in planned giving marketing today?
Whether you’re wondering if a donor survey is worth the investment, questioning the role of newsletters, debating the future of direct mail, or trying to understand which channels deliver the strongest engagement, this open Q&A session is designed for you.
Join Andrew Palmer, PG Calc’s Director of Marketing Services, for an interactive conversation focused entirely on your questions. Andrew will break down current trends, share what we’re seeing across hundreds of nonprofit clients, and offer clear, practical guidance to help you strengthen your planned giving outreach.
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.
Session Dates
All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.
This series is approved for 6.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit.
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.
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.
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.
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.
Your planned giving staff has secured a wonderful planned gift commitment from a generous donor. The donor is well stewarded over the years. Now the donor has passed, but that hard-won bequest is nowhere to be seen. This session will explore ten ways that bequests can "go bad," including undue influence, lost documents, misnamed charities, handwritten edits, caretaker claims and tax apportionment problems. Attendees will not only learn to identify these potential problems, but will also discuss both proactive and reactive ways to avoid/deal with them.
Your planned giving staff has secured a wonderful planned gift commitment from a generous donor. The donor is well stewarded over the years. Now the donor has passed, but that hard-won bequest is nowhere to be seen. This session will explore ten ways that bequests can "go bad," including undue influence, lost documents, misnamed charities, handwritten edits, caretaker claims and tax apportionment problems. Attendees will not only learn to identify these potential problems, but will also discuss both proactive and reactive ways to avoid/deal with them.
PG Calc Senior Advisor Craig Wruck will be presenting "The Fundamentals of Planned Giving,", his classic course on the fundamentals of our field.
PG Calc Senior Advisor Craig Wruck will be presenting "The Fundamentals of Planned Giving,", his classic course on the fundamentals of our field ahead of the Summer Symposium.
PG Calc will be sponsoring and attending the Colorado Planned Giving Roundtable's Summer Symposium on August 4th and 5th, at the The Inverness Denver Golf and Spa Resort.
PG Calc will be sponsoring and attending the Colorado Planned Giving Roundtable's Summer Symposium on August 4th and 5th, at the The Inverness Denver Golf and Spa Resort.
In additional, PG Calc Senior Consultant Craig Wruck will be presenting his popular series, "The Fundamentals of Planned Giving," before the conference.
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.
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 Doug Nannene at 888-474-2252.
Wyndham Boston Beacon Hill, 5 Blossom St., Boston, MA 02114, 617-742-7630.
For reservations, please click HERE or call 617-742-7630.
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 Doug Nannene at 888-474-2252.
Wyndham Boston Beacon Hill, 5 Blossom St., Boston, MA 02114, 617-742-7630.
For reservations, please click HERE or call 617-742-7630.
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.
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.
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.
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.
Every week PG Calc’s Client Service Advisors field questions about QCD gifts. In this interactive session, the Client Service Advisors will present what every gift office should know about outright and life income QCD gifts. They will then answer questions from the live audience about QCDs. Come meet the Client Service team and get your QCD questions answered, from QCD gift dates to state registration requirements.
Every week PG Calc’s Client Service Advisors field questions about QCD gifts. In this interactive session, the Client Service Advisors will present what every gift office should know about outright and life income QCD gifts. They will then answer questions from the live audience about QCDs. Come meet the Client Service team and get your QCD questions answered, from QCD gift dates to state registration requirements.
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.
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:
Session Dates
All sessions are presented from 1:00 PM – 2:00 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.
This series is approved for 4.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit.
For questions, 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.
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.
PG Calc will be sponsoring and attending the Maine Planned Giving Council's Annual Conference on September 16-17th at the Doubletree Hotel in South Portland, Maine.
PG Calc will be sponsoring and attending the Maine Planned Giving Council's Annual Conference on September 16-17th at the Doubletree Hotel in South Portland, Maine.
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.
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.
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. Those topics are covered in our GiftWrap - Advanced class.
Topics Covered
Schedule for the Day
The session runs from 2:00pm to 4:00pm ET on Tuesday, September 22nd and Tuesday, September 29th. There will be a short break at 3:00pm on each day.
Please sign in by 1:50pm ET so that the sessions may begin on time.
For cancellations, please contact Client Services at 888-474-2252
Cost is $195 per attendee. Registrants will receive login information prior to the training.
Effective gift planning requires playing the long game, but how do you demonstrate value in an environment that demands results now? If you are relying solely on realized revenue, you are underselling your program’s impact (and probably taking credit for your predecessor’s work). On the other hand, tracking the number of donor calls is like judging next fall’s harvest by the number of seeds you planted last spring: there are other crucial factors you should be taking into account.
Join us for The Right Metrics for Gift Planning, where we will explore indicators that can bridge the gap between current activity and future revenue and uncover metrics that correlate best with long-term success. Stop chasing the wrong numbers and start measuring what matters.
Effective gift planning requires playing the long game, but how do you demonstrate value in an environment that demands results now? If you are relying solely on realized revenue, you are underselling your program’s impact (and probably taking credit for your predecessor’s work). On the other hand, tracking the number of donor calls is like judging next fall’s harvest by the number of seeds you planted last spring: there are other crucial factors you should be taking into account.
Join us for The Right Metrics for Gift Planning, where we will explore indicators that can bridge the gap between current activity and future revenue and uncover metrics that correlate best with long-term success. Stop chasing the wrong numbers and start measuring what matters.
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.
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.
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 Doug Nannene or Support at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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 Doug Nannene at 888-474-2252.
New Orleans Marriott, 555 Canal Street, New Orleans, LA 70130
This class is being offered in advance of the CGP Conference on October 14-16.
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.
PG Calc will be sponsoring and attending the National Association of Charitable Gift Planners 2026 Conference in New Orleans, Louisiana, from October 14-16th.
PG Calc will be sponsoring and attending the National Association of Charitable Gift Planners 2026 Conference in New Orleans, Louisiana, from October 14-16th.
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.
This class will take place on two consecutive Tuesdays in late October.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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.
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.
Charitable lead trusts offer powerful benefits to both donors and nonprofits: immediate significant funding to the charity, while ultimately returning the trust’s remainder to the donor or to family members. Importantly, these benefits are available to organizations of any size, and in many cases do not require extensive administrative infrastructure. And yet, lead trusts remain underutilized.
Anecdotal and industry evidence points to several contributing factors: historical constraints on applying lead trusts to endowed funds and capital projects; risk management considerations; and limited familiarity with lead trusts among both fundraisers and donors. In this session, Alasdair Halliday will describe practical approaches he has used to overcome these barriers—expanding the designations that lead trusts can support and increasing the overall volume of these high-impact gifts.
Charitable lead trusts offer powerful benefits to both donors and nonprofits: immediate significant funding to the charity, while ultimately returning the trust’s remainder to the donor or to family members. Importantly, these benefits are available to organizations of any size, and in many cases do not require extensive administrative infrastructure. And yet, lead trusts remain underutilized.
Anecdotal and industry evidence points to several contributing factors: historical constraints on applying lead trusts to endowed funds and capital projects; risk management considerations; and limited familiarity with lead trusts among both fundraisers and donors. In this session, Alasdair Halliday will describe practical approaches he has used to overcome these barriers—expanding the designations that lead trusts can support and increasing the overall volume of these high-impact gifts.
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:
Session Dates
All sessions are presented from 2:00 PM – 3:00 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.
This series is approved for 4.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit.
For questions, 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.
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.
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.
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.
About 28% of American household wealth is held in real estate, yet many donors are unaware of the benefits of gifting property during their lifetime. This session shares the story of a donor who gifted a multi-tenant rental property to simplify retirement and make an immediate charitable impact. Attendees will learn how to identify potential real estate gift prospects through prospect research, donor check-ins, and strategic questions. Real estate gifts can offer donors the joy of giving while living, tax advantages, or lifetime income. The session provides tools for successful fundraising, examples of ideal gift properties, and guidance on donor conversations. To engage participants, we’ll play an interactive guessing game inspired by NPR’s “Wait Wait…Don’t Tell Me!” and include time for Q&A on donor relationships, gift program essentials, and collaborative fundraising.
About 28% of American household wealth is held in real estate, yet many donors are unaware of the benefits of gifting property during their lifetime. This session shares the story of a donor who gifted a multi-tenant rental property to simplify retirement and make an immediate charitable impact. Attendees will learn how to identify potential real estate gift prospects through prospect research, donor check-ins, and strategic questions. Real estate gifts can offer donors the joy of giving while living, tax advantages, or lifetime income. The session provides tools for successful fundraising, examples of ideal gift properties, and guidance on donor conversations. To engage participants, we’ll play an interactive guessing game inspired by NPR’s “Wait Wait…Don’t Tell Me!” and include time for Q&A on donor relationships, gift program essentials, and collaborative fundraising.
Most planned gifts are funded with cash or publicly-traded securities. But there are lots of other options, such as real estate, retirement assets, tangible personal property, or collectibles (antiques, art, coins, etc.). What are the tax considerations when a donor is considering these and other atypical assets to fund a planned gift?
In this webinar, Bill Laskin and Kara Morin will review the special tax issues that arise when a donor makes a planned gift with something of value that is not cash or publicly-traded securities. They will also touch on some of the non-tax issues that go along with certain atypical gift assets.
Most planned gifts are funded with cash or publicly-traded securities. But there are lots of other options, such as real estate, retirement assets, tangible personal property, or collectibles (antiques, art, coins, etc.). What are the tax considerations when a donor is considering these and other atypical assets to fund a planned gift?
In this webinar, Bill Laskin and Kara Morin will review the special tax issues that arise when a donor makes a planned gift with something of value that is not cash or publicly-traded securities. They will also touch on some of the non-tax issues that go along with certain atypical gift assets.
