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.
PG Calc will be attending the New Jersey Charitable Gift Planner's 26th Annual Conference .
PG Calc will be sponsoring the conference and hosting a booth in the main conference hall. Stop by and chat with the PG Calc team.
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.
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.
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.
Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.
Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.
Who can benefit from this class?
This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other technical aspects of common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed. Advance preparation for the course is not necessary.
Topics Covered:
Over the course of two days, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds:
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $295 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.
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 focus on one of the most important reporting functions in GiftWrap – the calculation of estimated liabilities for life income gifts, in compliance with FASB standards. No matter the size of the organization, or the state in which the organization is based, all organizations sponsoring life income gifts need to calculate a reasonable estimate of the total future liability for each gift. This must be done at least annually, but may be done more frequently. We will discuss the use of different mortality tables and interest rate assumptions as part of this virtual class.
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $75 per attendee. Registrants will receive login information prior to the training.
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.
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!
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!
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.
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.
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 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 information on policies on cancellations, complaints or refunds, please contact Michael Heep 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.
Managers often look to metrics for solutions to fundraising growth. But research shows metrics are just as likely to hurt fundraising results as they are to help. So, what’s the problem? And what’s the solution? Tackling this problem starts by understanding the real-world decision-making processes for major gifts – especially the largest ones. This journey to the major gift from assets is very different from small gift decision-making. It should not be surprising that metrics that work in one place can be disastrous in another. In this session, Professor Russell James will take you on a deep dive into what actually works, and what doesn’t, in the world of metrics.
Managers often look to metrics for solutions to fundraising growth. But research shows metrics are just as likely to hurt fundraising results as they are to help. So, what’s the problem? And what’s the solution? Tackling this problem starts by understanding the real-world decision-making processes for major gifts – especially the largest ones. This journey to the major gift from assets is very different from small gift decision-making. It should not be surprising that metrics that work in one place can be disastrous in another. In this session, Professor Russell James will take you on a deep dive into what actually works, and what doesn’t, in the world of metrics.
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.
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.
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.
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.
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. This class is taught using the web-based version, PGM Anywhere.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our PGM Anywhere software is required, and no advance preparation for the course is necessary.
Topics Covered:
Schedule for the Day
Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA 02114, 617-742-7630
Hotel rooms will be available at a discounted group rate of $249/night until July 8. To book your hotel room, please click HERE or call 877-999-3223 and refer to the "PG Calc Room Block and/or ID #: 08082023PG".
COVID Policy: Our expectation is that each attendee tests negative for COVID within 24 hours of training. This protocol is 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.
*/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.
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.
Schedule for the Day
Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA 02114, 617-742-7630
Hotel rooms will be available at a discounted group rate of $249/night until July 8. To book your hotel room, please click HERE or call 877-999-3223 and refer to the "PG Calc Room Block and/or ID #: 08082023PG".
COVID Policy: Our expectation is that each attendee tests negative for COVID within 24 hours of training. This protocol is 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.
*/Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.
PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance at the conference.
Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.
PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance, a session breaking down how effective gift stewardship can enhance a planned giving program and deliver repeat planned gifts. Whether it is ensuring the treasury office knows where to deposit a CGA versus an outright gift, why a FASB liability calculation is needed and how that differs from a gift’s residuum, and when a discount rate selection disclosure is needed, the detailed steps are specific and important to a well-executed gift.
PG Calc will be attending the 2023 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 22-23. Come visit us at our booth!
PG Calc will be attending the 2023 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 22-23. Come visit us at our booth!
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.
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.
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.
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.
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.
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:
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
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.
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.
Who can benefit from this class?
This class is geared for new users as well as those with experience but no formal GiftWrap training. The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly. A brief overview of other gift types will be included. Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.
Topics Covered:
Schedule for the Day
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $295 per attendee. Registrants will receive login information prior to the training.
PG Calc will be sponsoring the Maine Planned Giving Council Conference.
PG Calc will be sponsoring the Maine Planned Giving Council Conference.
Join PG Calc at the Northern Ohio Charitable Gift Planners (NOCGP) Planned Giving Day, on Thursday, September 28th.
PG Calc's Vice President of Consulting, Jeff Lydenberg, will be attending and presenting at the conference.
Join PG Calc at the Northern Ohio Charitable Gift Planners Planned Giving Day, on Thursday, September 28th.
PG Calc's Vice President of Consulting, Jeff Lydenberg, will be attending and presenting at the conference.
PG Calc will be sponsoring the Northern Ohio Charitable Gift Planners Annual Planned Giving Day.
PG Calc will be sponsoring the Northern Ohio Charitable Gift Planners Annual Planned Giving Day.
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 should I be doing to make sure I have best practices in place for raising money from endowments? Which kind of accounting and reporting should I be doing for my endowment donors? How can I partner with my business office to build stronger relationships with my donors? What are some common mistakes I should avoid when administering or stewarding endowment gifts? Get all your endowment gift questions answered for free by PG Calc President, Gary Pforzheimer, during this hour-long webinar. Gary will start with a ten-minute discussion of endowment fundraising and sub-accounting, then open it up for questions for the rest of the hour.
What should I be doing to make sure I have best practices in place for raising money from endowments? Which kind of accounting and reporting should I be doing for my endowment donors? How can I partner with my business office to build stronger relationships with my donors? What are some common mistakes I should avoid when administering or stewarding endowment gifts? Get all your endowment gift questions answered for free by PG Calc President, Gary Pforzheimer, during this hour-long webinar. Gary will start with a ten-minute discussion of endowment fundraising and sub-accounting, then open it up for questions for the rest of the hour.
PG Calc will be joining the Annual Conference & Brisk Walk 2023.
PG Calc will be joining the Annual Conference & Brisk Walk 2023.
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 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.
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.
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 Fundamentals class.
Schedule for the Day
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere. This session covers how to access and customize the software as well as how to produce a gift illustration.
PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere.
PG Calc will be attending the 2023 Planned Giving Day Conference in Philadelphia.
PG Calc will be attending the 2023 Planned Giving Day Conference in Philadelphia.
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.
Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue.
Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue.
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. This class is taught using the web-based version, PGM Anywhere.
Who can benefit from this class?
Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our PGM Anywhere software is required, and no advance preparation for the course is necessary.
Topics Covered:
Schedule for the Day
Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Chicago Marriott Downtown Magnificent Mile, 540 N Michigan Avenue, Chicago, IL 60611, 312-836-0100
This class will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference taking place Nov. 1-3.
COVID Policy: TBD
A Windows-compatible laptop is recommended, but not required. Login to the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.
*/This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, 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 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.
Schedule for the Day
Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification.
For questions or cancellations, please contact Michael Heep at 888-474-2252.
Chicago Marriott Downtown Magnificent Mile, 540 N Michigan Avenue, Chicago, IL 60611, 312-836-0100
This class will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference taking place Nov. 1-3.
COVID Policy: TBD
A Windows-compatible laptop is recommended, but not required. Login for the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.
*/PG Calc will be sponsoring the National Association of Charitable Gift Planners National Conference.
PG Calc will be sponsoring the National Association of Charitable Gift Planners National 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.
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.
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.
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 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 information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.
Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.
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.
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 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.
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.
What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.
What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.
