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.
Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.
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.
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 now, 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.
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 now, 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.
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 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.
A healthy endowment empowers a nonprofit to invest in its future and enhance its mission. It provides the financial stability that facilitates long term planning. It enables a charity to fully pursue its work in good times and bad.
In this webinar, Gary Pforzheimer will review the five key keystones to building a robust endowment, then open it up for all your endowment-related questions.
A healthy endowment empowers a nonprofit to invest in its future and enhance its mission. It provides the financial stability that facilitates long term planning. It enables a charity to fully pursue its work in good times and bad.
In this webinar, Gary Pforzheimer will review the five key keystones to building a robust endowment, then open it up for all your endowment-related questions.
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 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.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
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.
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 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 1:00pm to 4:00pm ET on Tuesday, March 24th and Wednesday, March 25th. There will be a short break at 2:00pm on each day.
Please sign in by 12:50pm ET so that the sessions may begin on time.
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 session will provide a step-by-step guide to launching and executing a highly successful Legacy Match Program. If you've faced resistance from senior leadership in getting a Legacy Match/Challenge approved, this session will equip you with the tools, strategies, and confidence to make a compelling case. You will learn how to leverage existing resources, create an in-house training framework for fundraising staff, and track and report outcomes that demonstrate undeniable impact. Discover how New York University leveraged a $500,000 matching pool to generate over $66 million in new bequest intentions within just 14 months—and how you can apply these insights to transform your own gift planning efforts.
This session will provide a step-by-step guide to launching and executing a highly successful Legacy Match Program. If you've faced resistance from senior leadership in getting a Legacy Match/Challenge approved, this session will equip you with the tools, strategies, and confidence to make a compelling case. You will learn how to leverage existing resources, create an in-house training framework for fundraising staff, and track and report outcomes that demonstrate undeniable impact. Discover how New York University leveraged a $500,000 matching pool to generate over $66 million in new bequest intentions within just 14 months—and how you can apply these insights to transform your own gift planning efforts.
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.
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 at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
Details coming soon.
Details coming soon.
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.
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.
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.
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.
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.
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.
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.
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.
Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. As an attendee commented the last time we gave this session, think of this as your CGA therapy hour!
