PG Calc Events Calendar

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. 

October 2022

Tue 10/04

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.

Learn More

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.

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Tuesday, October 04, 02:00 PM-03:00 PM ET
Thu 10/06

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Thursday, October 06, 01:00 PM-02:30 PM ET
Tue 10/11-Wed 10/12

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

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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 Fundamentals class.

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, April 13 and Thursday, April 14. 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.

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Tuesday, October 11, 01:00 PM-03:00 PM ET
Wednesday, October 12, 01:00 PM-03:00 PM ET
ONLINE (Note: class will be from 1:00pm - 3:00pm ET each day)

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

Wed 10/12

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

Learn More

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

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Wednesday, October 12, 08:00 AM-05:30 PM PT
Wed 10/12

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

Learn More

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

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Wednesday, October 12, 08:30 AM-05:00 PM ET
140 S Broad St, Philadelphia, PA, 19102
Thu 10/13

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Thursday, October 13, 02:00 PM-03:00 PM ET
Wed 10/19

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

Learn More

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

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Wednesday, October 19, 01:00 PM-02:30 PM ET
Thu 10/20

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.

Learn More

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.

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Thursday, October 20, 02:00 PM-03:00 PM ET
Tue 10/25

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Tuesday, October 25, 10:00 AM-11:00 AM ET
Wed 10/26

PG Calc will be attending the 2022 CGP Conference in Reno, Nevada, on Oct. 26-28, 2022. Craig Wruck will be presenting an overview of key planned giving concepts, taken from his famous 'Fundamentals' series. Stop by to learn more about CGA programs and Planned Giving!

Learn More

PG Calc will be attending the 2022 CGP Conference in Reno, Nevada, on Oct. 26-28, 2022. Craig Wruck will be presenting an overview of key planned giving concepts, taken from his famous 'Fundamentals' series. Stop by to learn more about CGA programs and Planned Giving!

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Wednesday, October 26, 08:30 AM-28, 05:00 PM ET
Peppermill Resort, Reno, NV
Wed 10/26

PG Calc will be hosting a booth at this year's CGP Conference. Swing by and say hi!  

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PG Calc will be hosting a booth at this year's CGP Conference. Swing by and say hi! 

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Wednesday, October 26, 10:00 AM-28, 10:00 AM PT
The Peppermill, 2707 South Virginia Street, Reno, NV, 89502

November 2022

Wed 11/02-Thu 11/03

PG Calc will be sponsoring and attending the Minnesota Gift Planning Association's 46th Annual Conference on November 2nd and 3rd. 

Learn More

PG Calc will be sponsoring and attending the Minnesota Gift Planning Association's 46th Annual Conference on November 2nd and 3rd. 

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Wednesday, November 02, 07:30 AM-04:30 PM CT
Thursday, November 03, 07:30 AM-04:30 PM CT
Wed 11/02

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.

Learn More

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
  • 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.

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Wednesday, November 02, 09:00 AM-04:00 PM ET

Washington Marriott Georgetown, 1221 22nd Street NW, Washington, DC 20037, (202) 872-1500.

Hotel rooms will be available at a discounted group rate of $289/night until October 12. Please contact the Washington Marriott Georgetown directly at 800-228-9290 or 202-872-1500 to book your hotel room.   

COVID protocols: Our expectation is that all attendees are vaccinated and boosted. We will follow all governmental requirements in effect at the time of the training. COVID protocols are always subject to change, and we will notify all trainees of any substantive changes prior to the sessions. 

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.

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Thu 11/03

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 Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Learn More

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 Planned Giving Manager 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 both the desktop version of PGM and the web-based version, 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.

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Thursday, November 03, 09:00 AM-04:00 PM ET

Washington Marriott Georgetown, 1221 22nd Street NW, Washington, DC 20037, (202) 872-1500.

Hotel rooms will be available at a discounted group rate of $289/night until October 12. Please contact the Washington Marriott Georgetown directly at 800-228-9290 or 202-872-1500 to book your hotel room.   

COVID protocols: Our expectation is that all attendees are vaccinated and boosted. We will follow all governmental requirements in effect at the time of the training. COVID protocols are always subject to change, and we will notify all trainees of any substantive changes prior to the sessions. 

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.

*/
Thu 11/03

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.

Learn More

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.

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Thursday, November 03, 02:00 PM-03:00 PM ET
Tue 11/08

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Tuesday, November 08, 01:00 PM-02:30 PM ET
Thu 11/10

Bill Laskin will be presenting "Gifts of IRAs and Other Retirement Assets" to the Charitable Gift Planners of Connecticut on November 10th.

Learn More

Bill Laskin will be presenting "Gifts of IRAs and Other Retirement Assets" to the Charitable Gift Planners of Connecticut on November 10th.

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Thursday, November 10, 08:30 AM-05:00 PM ET
Thu 11/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Thursday, November 10, 02:00 PM-03:00 PM ET
Tue 11/15-Wed 11/16

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.

Learn More

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

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, January 18 and Wednesday, January 19. 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 policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.

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Tuesday, November 15, 01:00 PM-03:00 PM ET
Wednesday, November 16, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

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

Thu 11/17

PG Calc is will be attending PPGGNY's 50th Anniversary on November 17th

Learn More

PG Calc is will be attending PPGGNY's 50th Anniversary on November 17th

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Thursday, November 17, 08:00 AM-05:00 PM ET
Portland, OR
Thu 11/17

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

Learn More

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

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Thursday, November 17, 01:00 PM-02:30 PM ET
Wed 11/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Wednesday, November 23, 10:00 AM-11:00 AM ET
Tue 11/29

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.

Learn More

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.

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Tuesday, November 29, 02:00 PM-03:00 PM ET

December 2022

Tue 12/06

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Tuesday, December 06, 01:00 PM-02:30 PM ET
Tue 12/06

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.

Learn More

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.

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Tuesday, December 06, 02:00 PM-03:00 PM ET
Thu 12/08

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Thursday, December 08, 02:00 PM-03:00 PM ET
Wed 12/14

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program.

Learn More

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program. 

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Wednesday, December 14, 01:00 PM-02:30 PM ET
Tue 12/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

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. 

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Tuesday, December 20, 10:00 AM-11:00 AM ET
Tue 12/20

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.

Learn More

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.

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Tuesday, December 20, 02:00 PM-03:00 PM ET