Planned giving is full of “exceptions to the rules.” Whether the subject is the nature and structure of the gifts themselves, the calculations, the administrative component, or the process of cultivating potential donors, complexity is commonplace.
 
Is there a convenient, efficient way to come to terms with the challenges associated with the planned giving process? Actually, there are numerous ways – many of which are provided by PG Calc.
 
We offer a host of educational programs in a variety of formats ranging from group training sessions and custom training sessions to customized curriculum delivered to your office and Webinars. The purpose of our educational offerings is to help you and your team grow your base of knowledge, develop your skills, and expand your confidence in your ability to deliver superior results.
 
The goals of the classes we teach are to:

• Instill gift planning and administration concepts essential for fundraising success
• Enable your organization to close more planned gifts and steward planned gift donors
• Demonstrate and discuss the capabilities our products offer and learn how to use them quickly and efficiently
• Explain the concepts behind the calculations

Education Brochure