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Software Training

Training Schedule

PG Calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving.

The courses are taught by highly experienced PG Calc staff members, many of whom have had previous experience doing what you do now – raising money for charitable organizations. They understand from firsthand experience the kind of learning that can be most helpful to you in the execution of your planned giving responsibilities.

Learn more about our group training:

Gift Planning Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of Planned Giving Manager.

Gift Planning Advanced
This full day seminar explores gift planning beyond the basics. We review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager.

Gift Administration Basics
Become familiar with fundamental gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries, and learn the best practices for data entry to help meet the needs of your development, business and finance offices.

Gift Administration Reporting and Analysis
This session focuses on the functions in GiftWrap that generate a variety of summary reports, calculations including FASB liability and state gift annuity reserve reports, produce annuitant payments, and print tax forms (1099-Rs) as well as the associated IRS tax file.

Download the 2016 Live Training Schedule >>

Introductory Guides
The Introductory Guides are hands-on tutorials that each take approximately one hour to review. The manuals provide basic instruction about how to use the software by working through the main features of the software using sample situations. After you review the Introductory Guide, you should be ready to start running the software.


"We have just 'converted' to using PGM's gift annuity contracts (with one slight addition), and I am delighted! Using what has already been thoughtfully and thoroughly researched AND automated makes the most sense going forward. Only with PG Calc!" 

Diane H. Forbes
Associate Director of Planned Giving
Brown University