PG Calc Events Calendar

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. You can also view this in a calendar view.

CalenderList

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell UsCommunicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell UsCommunicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
t making a planned gift to your charity, what words should you use to describe it? Should you describe the tax benefits? Does the order matter? WhatRead More
Webinars
August 28, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Over the past decade, philanthropic organizations have been developing analytics and data mining to assist in fundraising. In this presentationRead More
Webinars
April 30, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We were excited to have planned giving expert Craig Wruck repeat his popular Fundamentals of Planned Giving course as aRead More
Webinars
July 16, 09:00AM EST

Strategic Storytelling - A Sure Path to Major and Planned Gifts

Strategic Storytelling - A Sure Path to Major and Planned Gifts
Whether you’re a seasoned veteran or just getting started, enhance your donor visits and solicitations by learning how to uncover your donors’Read More
Webinars
April 24, 01:00PM EST

Philanthropic Planning: What to Do in the Room?

Philanthropic Planning: What to Do in the Room?
Among the most valuable conversations fundraising or financial professionals can have with donors is one that helps those donors discover theRead More
Webinars
September 26, 01:00PM EST

Planned Giving When It's Not All You Do

Planned Giving When It's Not All You Do
Are you trying to establish or run a planned giving program in the midst of doing annual campaigns, writing grant proposals, soliciting corporateRead More
Webinars
August 29, 01:00PM EST

Social Media: Getting Results for Planned Gifts

Social Media: Getting Results for Planned Gifts
How can your organization use social media to get results for its gift planning program? Read More
Webinars
May 30, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make charitable gifts during life and atRead More
Webinars
June 26, 01:00PM EST

Land Ho! The Many Ways to Give Real Estate

Land Ho! The Many Ways to Give Real Estate
There are numerous ways real estate can be used to make a charitable gift.  As always, the donor’s objectives are a primary consideration, butRead More
Webinars
March 27, 01:00PM EST

Problem Solving with Planned Gifts

Problem Solving with Planned Gifts
The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advisedRead More
Webinars
July 31, 01:00PM EST

Planned Giving Best Practices: A Benchmarking Study

Planned Giving Best Practices: A Benchmarking Study
This webinar will present the results of original research about best practices in operating a planned giving program. Read More
Webinars
December 19, 01:00PM EST

CRTs: A Trust for All Seasons

CRTs: A Trust for All Seasons
This session will examine the typical goals of donors at different life stages and how particular charitable remainder trust arrangements can helpRead More
Webinars
November 20, 01:00PM EST

Gift Annuity Challenges and How to Address Them

Gift Annuity Challenges and How to Address Them
Despite their relative simplicity, charitable gift annuities sometimes present complexities. Even what starts out as a "plain vanilla" arrangement canRead More
Webinars
October 31, 01:00PM EST

Estate Planning for Gift Planners

Estate Planning for Gift Planners
Learn all the basics of estate planning as it relates to gift planning. Speak articulately to your donors about their estate planningRead More
Webinars
July 25, 01:00PM EST

Gifts of Tangible and Intangible Personal Property

Gifts of Tangible and Intangible Personal Property
Become familiar with the options for making gifts of tangible and intangible personal property and learn about the special considerations that shouldRead More
Webinars
June 27, 01:00PM EST

The Appeal of Step Lead Trusts and Shark Fin Trusts

The Appeal of Step Lead Trusts and Shark Fin Trusts
This Webinar will use financial modeling to show why step-lead trusts and shark fin lead trusts appeal to certain donors. It will also help you toRead More
Webinars
April 25, 01:00PM EST

Bequests – Stewardship and Administration

Bequests – Stewardship and Administration
During this session, Alison will share with you bequest stewardship and administration practices that will encourage your supporters to make bequestsRead More
Webinars
March 28, 01:00PM EST

Complying with Gift Annuity Regulations

Complying with Gift Annuity Regulations
This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offeringRead More
Webinars
February 28, 01:00PM EST

Gift Planning and the New Tax Law

Gift Planning and the New Tax Law
The gift planning landscape shifted on New Year’s Day, 2013. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid theRead More
Webinars
January 31, 01:00PM EST

Making (and Remaking) the Case for Your Planned Giving Program

Making (and Remaking) the Case for Your Planned Giving Program
Questions involving the case for planned giving are likely to continue to arise now and again, prompted by things internal, such as a change inRead More
Webinars
December 18, 01:00PM EST

How to Get Your Donor to Say "Yes!"

How to Get Your Donor to Say "Yes!"
This webinar will discuss, step-by-step, the process for bringing both planned gifts and major gifts to closure, and it will indicate when theRead More
Webinars
November 20, 01:00PM EST

What Gift Planners Need to Know about Donor Advised Funds

What Gift Planners Need to Know about Donor Advised Funds
Even though many contributors to DAFs are not planned giving prospects, astute gift planners stand to benefit from 1) understanding the basics ofRead More
Webinars
October 30, 01:00PM EST

Knowing a Planned Giver When You See One

Knowing a Planned Giver When You See One
Planned gifts come in many shapes and sizes.  So do their donors.  Nevertheless, there are some telltale characteristics to look for in aRead More
Webinars
September 25, 01:00PM EST

Trends in Marketing Planned Gifts

Trends in Marketing Planned Gifts
This session will examine the current marketing trends that could make a difference for your planned giving efforts in 2014, and will delve intoRead More
Webinars
May 22, 01:00PM EST

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes
One of the great appeals of gift annuities is their simplicity relative to other planned gifts.   But things can and do go awry, even withRead More
Webinars
February 27, 01:00PM EST

The Three Pillars of a Strong Bequest Program

The Three Pillars of a Strong Bequest Program
Although most charitable bequests may arrive “over the transom,” a robust bequest program conducts activities that have an important positiveRead More
Webinars
January 23, 01:00PM EST

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
May 04, 10:45AM EST
Cleveland, OH

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 19, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 06, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 21, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 08, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 04, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 19, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 06, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 22, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 12, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 07, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 03, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 05, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 18, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 03, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 23, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 11, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 02, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 22, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
December 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
November 16, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
October 10, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
September 14, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
August 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
July 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
June 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
May 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
April 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
March 16, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
February 07, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
January 12, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
December 11, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
November 14, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
October 23, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
September 25, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
August 29, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
July 24, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
June 27, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
May 22, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
April 25, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
March 27, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
February 28, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
January 23, 02:00PM EST

Planned Giving for Younger Donors

Planned Giving for Younger Donors
Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy,Read More
Webinars
December 17, 01:00PM EST

The Pooled Income Fund at 45 – Consider the Possibilities!

The Pooled Income Fund at 45 – Consider the Possibilities!
With PIF deductions historically high and the Fed poised to let interest rates rise again, now may be the perfect time for your organization to createRead More
Webinars
November 19, 01:00PM EST

The Best Metrics for Measuring PG Marketing Success

The Best Metrics for Measuring PG Marketing Success
Whether you’re just starting out or you need to overhaul your existing marketing strategy, you will want to attend this discussion of the topRead More
Webinars
October 29, 01:00PM EST

Stewardship of Planned Gift Donors

Stewardship of Planned Gift Donors
This session will explore the many other ways to steward your donors throughout the year and to make the most of your opportunities. Read More
Webinars
September 24, 01:00PM EST

10 Practical Planned Giving Ideas for the Current Environment

10 Practical Planned Giving Ideas for the Current Environment
Charitable planning can be challenging against a backdrop of rapidly fluctuating investment markets, low interest rates, increased gift and estate taxRead More
Webinars
August 27, 01:00PM EST

More Problem Solving with Planned Gifts

More Problem Solving with Planned Gifts
Gift vehicles should be viewed not as things to be promoted, but rather as tools to solve problems posed by the donor's situation. Read More
Webinars
July 30, 01:00PM EST

Adventures in Accepting Restricted Gifts

Adventures in Accepting Restricted Gifts
This session will explore processes for evaluating and accepting restricted gifts, as well as strategies for directing benefactor interest to broaderRead More
Webinars
June 25, 01:00PM EST

Overcoming Common Stumbling Blocks to Planned Gifts

Overcoming Common Stumbling Blocks to Planned Gifts
This session will discuss some of the most common objections raised by donors and other stumbling blocks you might encounter, and suggest ways toRead More
Webinars
May 27, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
April 30, 01:00PM EST

Attracting Gifts Through Beneficiary Designations

Attracting Gifts Through Beneficiary Designations
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
March 26, 01:00PM EST

Keeping the Bequest Stream Flowing

Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But bequests don't just happen. Proactively marketing,Read More
Webinars
February 26, 01:00PM EST

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion inRead More
Webinars
January 22, 01:00PM EST

ACAAP Conference: New England

ACAAP Conference: New England
PG Calc will be attending the Fall ACAAP Conference in Worcester, MA. Read More
Conferences
October 13, 08:00AM EST
Worcester, MA

ACAAP Conference: New England

ACAAP Conference: New England
PG Calc will be attending the Spring ACAAP Conference in Worcester, MA: Catholic Schools: An Entrepreneurial Spirit of Change & Renewal Read More
Conferences
March 16, 08:30AM EST
Worcester, MA

Chicago Council on Planned Giving Annual Symposium

Chicago Council on Planned Giving Annual Symposium
PG Calc will be attending the Chicago Council on Planned Giving Annual Symposium in Chicago, IL. Read More
Conferences
May 25, 08:30AM EST
Chicago, IL

Minnesota Planned Giving Council

Minnesota Planned Giving Council
PG Calc will be attending the Minnesota Planned Giving Council Conference in St. Paul, MN. Read More
Conferences
November 15, 08:30AM EST
St. Paul, MN

Western Regional Planned Giving Conference

Western Regional Planned Giving Conference
PG Calc will be attending the Western Regional Planned Giving Conference in Costa Mesa, CA. Read More
Conferences
May 31, 08:30AM EST
Costa Mesa, CA

Planned Giving Day in New York

Planned Giving Day in New York
PG Calc will be attending the PPGGNY Planned Giving Day at Convene in Times Square. Read More
Conferences
May 15, 08:30AM EST
New York City, NY

Northern California Planned Giving Conference

Northern California Planned Giving Conference
PG Calc will be attending the Northern California Planned Giving Conference in San Francisco, CA. Read More
Conferences
May 05, 08:00AM EST
San Francisco, CA

Washington Planned Giving Council's Planned Giving Day Conference

Washington Planned Giving Council's Planned Giving Day Conference
PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day Conference on May 2nd in Seattle, WA. Read More
Conferences
May 02, 08:30AM EST
Seattle, WA

AFP's International Fundraising Conference

AFP's International Fundraising Conference
PG Calc will be attending the International Fundraising Conference April 30 - May 2 in San Francisco, CA. Read More
Conferences
April 30, 08:00AM EST
San Francisco, CA

Colorado Planned Giving Roundtable Annual Summer Symposium

Colorado Planned Giving Roundtable Annual Summer Symposium
PG Calc will be attending the Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 28-29 Read More
Conferences
August 28, 08:30AM EST
Denver, CO

Northern Ohio Planned Giving Council Annual Conference

Northern Ohio Planned Giving Council Annual Conference
PG Calc will be attending the Northern Ohio Planned Giving Council Annual Conference in Cleveland, OH. Read More
Conferences
May 04, 08:30AM EST
OH

National Capital Gift Planning Council Planned Giving Days

National Capital Gift Planning Council Planned Giving Days
PG Calc will be attending the NCPGC Planned Giving Days in Arlington, VA. Read More
Conferences
May 25, 08:30AM EST
Arlington, VA

American Council on Gift Annuities

American Council on Gift Annuities
PG Calc will be attending the American Council on Gift Annuities in Seattle, WA, April 25-27. Read More
Conferences
April 25, 08:30AM EST
Seattle, WA

Gift Planning Council of New Jersey Annual Conference

Gift Planning Council of New Jersey Annual Conference
PG Calc will be attending the Gift Planning Council of New Jersey Annual Conference on June 6. Read More
Conferences
June 06, 07:30AM EST
Iselin, NJ

Planned Giving Day Philadelphia

Planned Giving Day Philadelphia
PG Calc will be attending the Planned Giving Day in Philadelphia, PA October 26. Read More
Conferences
October 27, 08:30AM EST
Philadelphia, PA

AHP Annual International Conference

AHP Annual International Conference
PG Calc will be attending the AHP Annual International Conerence in New Orleans, LA October 18-21. Read More
Conferences
October 18, 08:30AM EST
New Orleans, LA

The National Conference on Philanthropic Planning

The National Conference on Philanthropic Planning
PG Calc will be attending The National Conference on Philanthropic Planning in Baltimore, MD October 9-11. Read More
Conferences
October 09, 08:30AM EST
Baltimore, MD

Northwest Planned Giving Roundtable Annual Conference

Northwest Planned Giving Roundtable Annual Conference
PG Calc will be attending the Northwest Planned Giving Roundtable Annual Conference held in Portland, OR September 28. Read More
Conferences
September 28, 07:30AM EST
Portland, OR

Planned Giving Group of New England All Day Conference

Planned Giving Group of New England All Day Conference
PG Calc will be attending the Planned Giving Group of New England All Day Conference in Boston, MA. Read More
Conferences
April 28, 08:30AM EST
Boston, MA

Gift Acceptance Policies

Gift Acceptance Policies
Jeff will present at the Northern California All Day Conference on gift acceptance policies. Read More
Speaking Engagements
May 05, 01:45AM EST
San Francisco, CA

Annual Reporting Process in States that Regulate Gift Annuities

Annual Reporting Process in States that Regulate Gift Annuities
Will cover the annual reporting process in states that regulate gift annuities. Read More
Webinars
December 15, 01:00PM EST

Rules Rule: Best Practices in Gift Acceptance Policies

Rules Rule: Best Practices in Gift Acceptance Policies
Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raisingRead More
Webinars
December 21, 01:00PM EST

Intermediate Taxation for Gift Planners

Intermediate Taxation for Gift Planners
Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar willRead More
Webinars
November 16, 01:00AM EST

Gifts of Retirement Assets

Gifts of Retirement Assets
As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.Read More
Webinars
October 26, 01:00PM EST

Understanding the Older Donor

Understanding the Older Donor
This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their olderRead More
Webinars
September 28, 01:00PM EST

Planned Giving Essentials

Planned Giving Essentials
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversationsRead More
Webinars
August 31, 01:00PM EST

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of allRead More
Webinars
July 27, 01:00PM EST

Planned Giving Marketing for Starting/Restarting a Program

Planned Giving Marketing for Starting/Restarting a Program
If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, toRead More
Webinars
June 29, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Life insurance can make a great charitable gift. Really! It can! So why is life insurance so chronically underutilized in charitable giving?  Read More
Webinars
May 25, 01:00PM EST

Attracting Gifts from Donor Advised Funds

Attracting Gifts from Donor Advised Funds
Donor-advised funds (DAFs) are attracting an ever-larger percentage of the charitable dollar. Americans contributed over $22 billion to DAFs in 2015,Read More
Webinars
April 27, 01:00PM EST

Successfully Navigating Gifts of Real Estate

Successfully Navigating Gifts of Real Estate
Gifts of real estate are back!  Donors are again offering real estate to support their favorite charities. Understanding the benefits – andRead More
Webinars
March 30, 01:00PM EST

Building Endowment with Planned Gifts

Building Endowment with Planned Gifts
Planned gifts are a long-term commitment by some of your most loyal donors.  This Webinar will explore effective strategies for making yourRead More
Webinars
February 23, 01:00PM EST

Counting Revocable Gifts: Return from Fantasy Island

Counting Revocable Gifts: Return from Fantasy Island
Counting matters.  In non-profits as in business, what you measure is what you get.  But, are we measuring the right things in the rightRead More
Webinars
January 26, 01:00PM EST

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 22, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
November 02, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 17, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
May 09, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
May 08, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 13, 09:00AM EST
Baltimore, MD

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 12, 09:00AM EST
Baltimore, MD

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 14, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
July 18, 09:00AM EST
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
July 17, 09:00AM EST
Seattle, WA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 27, 09:00AM EST
Cambridge, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 26, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Columbus, OH

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Columbus, OH

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2014, Americans held nearly $25 trillion in their retirement plans. That's "trillion" with a "t." Not only is the value of the assetsRead More
Speaking Engagements
November 17, 12:00PM EST
Saint Paul, MN

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
St. Louis, MO

Positioning Your Fundraising Program for the Future of Planned Giving

Positioning Your Fundraising Program for the Future of Planned Giving
Mike Valoris presentes at the New Jersey Planned Giving Day in Woodbridge, NJ on June 6. Read More
Speaking Engagements
June 06, 03:45PM EST
Iselin, NJ

Top Techniques for Identifying Your Very Best Planned Giving Prospects

Top Techniques for Identifying Your Very Best Planned Giving Prospects
Mike Valoris presentes at the Western Regional Planned Giving Conference in Costa Mesa, CA  Read More
Speaking Engagements
June 02, 03:45PM EST
Costa Mesa, CA

The Pooled Income Fund at 45 - Consider the Possibilities

The Pooled Income Fund at 45 - Consider the Possibilities
Gary and Jeffrey present at the Planned Giving Group of New England All Day Conference. Read More
Speaking Engagements
May 13, 01:15PM EST
Boston, MA

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
April 28, 01:15PM EST
Houston, TX

Meeting State CGA Requirements

Meeting State CGA Requirements
Meeting State CGA Requirements, presented by Edie Matulka and Mike Valoris at ACGA 2016 in St. Louis, MO on April 7. Read More
Speaking Engagements
April 07, 01:30PM EST
St. Louis, MO

Minnesota Planned Giving Council

Minnesota Planned Giving Council
PG Calc will be attending the Minnesota Planned Giving Council Conference in St. Paul, MN November 15-17 Read More
Conferences
November 15, 08:30AM EST
St. Paul, MN

Planned Giving Day Philadelphia

Planned Giving Day Philadelphia
PG Calc will be attending the Planned Giving Day in Philadelphia, PA October 27. Read More
Conferences
October 27, 08:30AM EST
Philadelphia, PA

AHP Annual International Conference

AHP Annual International Conference
PG Calc will be attending the AHP Annual International Conerence in Chicago, IL October 26-29. Read More
Conferences
October 26, 08:30AM EST
Chicago, IL

The National Conference on Philanthropic Planning

The National Conference on Philanthropic Planning
PG Calc will be attending The National Conference on Philanthropic Planning in Dallas, TX October 17-19. Read More
Conferences
October 17, 08:30AM EST
Dallas, TX

Northwest Planned Giving Roundtable Annual Conference

Northwest Planned Giving Roundtable Annual Conference
PG Calc will be attending the Northwest Planned Giving Roundtable Annual Conference held in Portland, OR September 16. Read More
Conferences
September 16, 08:30AM EST
Portland, OR

Planned Giving Day of Houston

Planned Giving Day of Houston
All day planned giving meeting. Hosted by the Planned Giving Group of Houston. Houston, TX April 28. Read More
Conferences
April 28, 08:30AM EST
Houston, TX

Colorado Planned Giving Roundtable Annual Summer Symposium

Colorado Planned Giving Roundtable Annual Summer Symposium
PG Calc will be attending the Colorado Planned Giving Roundtable Annual Summer Symposium in Englewood, CO August 24-25 Read More
Conferences
August 24, 08:30AM EST
Englewood, CO

American Council on Gift Annuities

American Council on Gift Annuities
PG Calc will be attending the American Council on Gift Annuities in St. Louis, MO April 6-8.  Read More
Conferences
April 06, 08:30AM EST
St Louis, MO

International Fundraising Conference

International Fundraising Conference
PG Calc will be attending the International Fund Raising Conference in Boston, MA Read More
Conferences
March 20, 07:45AM EST
Boston, MA

Harnessing the Power of the Bequest Challenge Match

Harnessing the Power of the Bequest Challenge Match
The ACLU and EDF have both used bequest challenges with great success to raise millions of dollars in additional known bequests. Using their ownRead More
Webinars
March 31, 01:00PM EST

The Best - and Most Ignored - Source for New Planned Gifts

The Best - and Most Ignored - Source for New Planned Gifts
The best - and most ignored - source for new planned gifts exists in your own office files. How much do you know about your legacy society members'Read More
Webinars
February 25, 01:00PM EST

Gift Annuity Essentials

Gift Annuity Essentials
This Webinar will focus on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, common roles ofRead More
Webinars
January 28, 01:00PM EST

Taxation Basics for Gift Planners

Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which everyRead More
Webinars
April 28, 01:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
February 23, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
March 10, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
April 19, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
May 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
February 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
March 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
April 14, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
May 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 03, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 02, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 09, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 23, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 10, 10:00AM EST

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 20, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 29, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
April 28, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 11, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 12, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 22, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 11, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 27, 09:00AM EST
Houston, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 10, 09:00AM EST
New York, NY

Washington Planned Giving Council Planned Giving Day Conference

Washington Planned Giving Council Planned Giving Day Conference
PG Calc will be attending the Washington Planned Giving Council Planned Giving Day Conference. Read More
Conferences
May 18, 08:30AM EST
Seattle, WA

Planned Giving Group of New England All Day Conference

Planned Giving Group of New England All Day Conference
PG Calc will be attending the Planned Giving Group of New England All Day Conference in Boston, MA. Read More
Conferences
May 13, 08:30AM EST
Boston, MA

Northern Ohio Planned Giving Council Annual Conference

Northern Ohio Planned Giving Council Annual Conference
PG Calc will be attending the Northern Ohio Planned Giving Council Annual Conference in Independence, OH. Read More
Conferences
May 05, 08:30AM EST
Independence, OH

Northern California Planned Giving Conference

Northern California Planned Giving Conference
PG Calc will be attending the Northern California Planned Giving Conference in San Francisco, CA. Read More
Conferences
May 02, 08:30AM EST
San Francisco, CA

Gift Planning Council of New Jersey Annual Conference

Gift Planning Council of New Jersey Annual Conference
PG Calc will be attending the Gift Planning Council of New Jersey Annual Conference in Trenton, NJ, Read More
Conferences
June 06, 08:30AM EST
Iselin, NJ

Chicago Council on Planned Giving Annual Symposium

Chicago Council on Planned Giving Annual Symposium
PG Calc will be attending the Chicago Council on Planned Giving Annual Symposium in Chicago, IL. Read More
Conferences
June 02, 08:30AM EST
Chicago, IL

Western Regional Planned Giving Conference

Western Regional Planned Giving Conference
PG Calc will be attending the Western Regional Planned Giving Conference in Los Angeles, CA. Read More
Conferences
June 01, 08:30AM EST
Costa Mesa, CA

National Capital Gift Planning Council Planned Giving Days

National Capital Gift Planning Council Planned Giving Days
PG Calc will be attending the NCPGC Planned Giving Days in Arlington, VA. Read More
Conferences
May 26, 08:30AM EST
Arlington, VA

Planned Giving Day NYC

Planned Giving Day NYC
PG Calc will be attending the PPGGNY Planned Giving Day at NYU Read More
Conferences
May 25, 08:30AM EST
New York City, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 15, 09:00AM EST
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 21, 09:00AM EST
Dallas, TX

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This ful- day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 23, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 05, 09:00AM EST
Boston, MA

Pros and Cons of Email Marketing of Planned Gifts

Pros and Cons of Email Marketing of Planned Gifts
Properly marketing your planned giving program today should not be limited to print direct mail and websites. There are new media to take advantage ofRead More
Webinars
October 27, 01:00PM EST

Bequests and Simple Bequest Alternatives

Bequests and Simple Bequest Alternatives
In the majority of planned giving programs, bequest gifts account for 75%-80% of all planned gifts, and in some cases approach 100%. In addition,Read More
Webinars
November 17, 01:00PM EST

Gift Planning in a Capital Campaign

Gift Planning in a Capital Campaign
 In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies forRead More
Webinars
September 29, 01:00PM EST

Lead Trusts - What To Do and Not To Do

Lead Trusts - What To Do and Not To Do
Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits toRead More
Webinars
July 28, 01:00PM EST

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 14, 09:00AM EST
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 20, 09:00AM EST
Dallas, TX

Seven Secrets of Successful Solicitations

Seven Secrets of Successful Solicitations
If you want a gift, you have to ask for it! But that's easier said than done: people consistently rate asking for money at the top of the list ofRead More
Webinars
August 25, 01:00PM EST

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 04, 09:00AM EST
Boston, MA

Gifts of Oil and Gas Interests and Other Mineral Interests

Gifts of Oil and Gas Interests and Other Mineral Interests
This presentation will provide an overview of the basic types of mineral interests and equip gift planners to effectively cultivate and close gifts ofRead More
Webinars
June 30, 01:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
November 16, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
October 18, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
September 08, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
August 23, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
July 07, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
June 21, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
November 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
October 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
September 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
August 18, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
July 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
June 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 22, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 20, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 06, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 07, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 30, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 11, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 26, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 13, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 23, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 30, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 09, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 25, 02:00PM EST

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the functions in GiftWrap that generate a variety of summary reports, calculations including FASB liability andRead More
Software Training
August 12, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
August 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization'sRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving
Speaking Engagements
July 13, 01:00PM EST
Amherst, MA

Pooled Income Fund Speech at PGGNE

Pooled Income Fund Speech at PGGNE
Pooled Funds are cool.   Come and hear more about them! Read More
Speaking Engagements
May 13, 01:45PM EST
Boston, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 04, 09:00AM EST
Cambridge, MA

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We are thrilled to be teaming up with Craig Wruck again in 2016 to offer his popular Fundamentals of Planned Giving course as a series of four weeklyRead More
Webinars
March 02, 09:00AM EST
CalenderList

June 2017

06
Gift Planning Council of New Jersey Annual Conference: Iselin, NJ
Conferences
Down
Gift Planning Council of New Jersey Annual Conference: Iselin, NJ
Conferences
Up

PG Calc will be attending the Gift Planning Council of New Jersey Annual Conference on June 6.

Read More
07:30AM ET
Renaissance Woodbridge Hotel, 515 US Highway 1 South, Iselin, NJ 08803
06
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
07
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
13
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
20
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
21
Lead Trust School: Cambridge, MA
Software Training
Down
Lead Trust School: Cambridge, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

A laptop computer is optional for this class. Everything will be demonstrated on a projection screen, and there is more emphasis on concepts than on following along on one’s own computer.

21
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
22
Planned Giving by the Numbers: Cambridge, MA
Software Training
Down
Planned Giving by the Numbers: Cambridge, MA
Software Training
Up

Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answer the toughest prospect and advisor questions.

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

A laptop computer is not needed for this class.

27
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
29
Planned Giving Marketing for Starting/Restarting a Program
Webinars
Down
Planned Giving Marketing for Starting/Restarting a Program
Webinars
Up

If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, to developing policies and budgets. But don’t forget the importance of “selling” your program to donors and prospective donors.

Read More
01:00PM - 02:30PM ET

July 2017

11
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
12
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
13
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
17
Planned Giving Manager Introductory: Seattle, WA
Software Training
Down
Planned Giving Manager Introductory: Seattle, WA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Silver Cloud Hotel Seattle - Broadway, 1100 Broadway, Seattle, WA 98122

A block of guestrooms are available at the nightly rate of $229 for a single, $239 for a double. The deadline for reserving at this rate is Friday, June 16. Reservations may be made by calling the hotel directly at 800-590-1801 and indicating Planned Giving Manager Training Class at the time of making a reservation. 

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

18
Planned Giving Manager Advanced: Seattle, WA
Software Training
Down
Planned Giving Manager Advanced: Seattle, WA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Silver Cloud Hotel Seattle - Broadway, 1100 Broadway, Seattle, WA 98122

A block of guestrooms are available at the nightly rate of $229 for a single, $239 for a double. The deadline for reserving at this rate is Friday, June 16. Reservations may be made by calling the hotel directly at 800-590-1801 and indicating Planned Giving Manager Training Class at the time of making a reservation. 

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

18
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
19
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
24
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
27
Getting Bequests Right from Prospect Identification to Realization
Webinars
Down
Getting Bequests Right from Prospect Identification to Realization
Webinars
Up

Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program.

Read More
01:00PM - 02:30PM ET

August 2017

08
Planned Giving Manager Introductory: Boston, MA
Software Training
Down
Planned Giving Manager Introductory: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA

A block of rooms are available at the rate of $219 per night. The deadline for reserving at this rate is July 17, 2017. Reservations may be made by calling the hotel at 617-239-2394.

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

08
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
09
Planned Giving Manager Advanced: Boston, MA
Software Training
Down
Planned Giving Manager Advanced: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA

A block of rooms are available at the rate of $219 per night. The deadline for reserving at this rate is July 17, 2017. Reservations may be made by calling the hotel at 617-239-2394.

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

09
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
15
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
16
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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.                       

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

17
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Down
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

22
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
23
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
28
Colorado Planned Giving Roundtable Annual Summer Symposium: Denver, CO
Conferences
Down
Colorado Planned Giving Roundtable Annual Summer Symposium: Denver, CO
Conferences
Up

PG Calc will be attending the Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 28-29

Read More
August 28, 08:30AM - August 29, 05:00PM ET
TBD, Denver, CO
29
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
31
Planned Giving Essentials
Webinars
Down
Planned Giving Essentials
Webinars
Up

Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversations with donors can come from a basic understanding of foundational pieces for planned giving – bequests, beneficiary designations, gift annuities – along with some general tax concepts. 

Read More
01:00PM - 02:30PM ET

September 2017

05
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
06
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
13
Planned Giving Manager Introductory: Washington, DC
Software Training
Down
Planned Giving Manager Introductory: Washington, DC
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Washington Marriott Georgetown, 1221 22nd Street NW, Washington, DC 20037

 

A block of rooms are available at the rate of $289 per night. The deadline for reserving at this rate is August 15. Reservations may be made by accessing this link: Book your group rate for PG Calc Software Training

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

14
Planned Giving Manager Advanced: Washington, DC
Software Training
Down
Planned Giving Manager Advanced: Washington, DC
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Washington Marriott Georgetown, 1221 22nd Street NW, Washington, DC 20037

A block of rooms are available at the rate of $289 per night. The deadline for reserving at this rate is August 15. Reservations may be made by accessing this link: Book your group rate for PG Calc Software Training

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

14
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
19
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
20
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
25
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
28
Northwest Planned Giving Roundtable Annual Conference: Portland, OR
Conferences
Down
Northwest Planned Giving Roundtable Annual Conference: Portland, OR
Conferences
Up

PG Calc will be attending the Northwest Planned Giving Roundtable Annual Conference held in Portland, OR September 28.

07:30AM - 05:00PM ET
Portland Hilton & Executive Tower, 1921 Southwest 6th Ave., Portland, OR 77204
28
Understanding the Older Donor
Webinars
Down
Understanding the Older Donor
Webinars
Up

This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their older donors in a more thoughtful and informed way.

Read More
01:00PM - 02:30PM ET

October 2017

03
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
04
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
09
The National Conference on Philanthropic Planning: Baltimore, MD
Conferences
Down
The National Conference on Philanthropic Planning: Baltimore, MD
Conferences
Up

PG Calc will be attending The National Conference on Philanthropic Planning in Baltimore, MD October 9-11.

October 09, 08:30AM - October 11, 05:00PM ET
Hilton Baltimore, 401 West Pratt Street, Baltimore, MD 21201

For more event information, please click here.

10
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
12
Planned Giving Manager Introductory: Baltimore, MD
Software Training
Down
Planned Giving Manager Introductory: Baltimore, MD
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Hilton Baltimore, 401 West Pratt Street, Baltimore, MD 21201

A block of rooms are available at the rate of $209 per night. The deadline for reserving at this rate is September 12. Reservations may be made by accessing this link: https://aws.passkey.com/go/PGCALC.

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

13
ACAAP Conference: New England: Worcester, MA
Conferences
Down
ACAAP Conference: New England: Worcester, MA
Conferences
Up

PG Calc will be attending the Fall ACAAP Conference in Worcester, MA.

Read More
08:00AM ET
College of the Holy Cross, Hogan Campus Center, 1 College St., Worcester, MA 01610

For more event information, please click here.

13
Planned Giving Manager Advanced: Baltimore, MD
Software Training
Down
Planned Giving Manager Advanced: Baltimore, MD
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Hilton Baltimore, 401 West Pratt Street, Baltimore, MD 21201

A block of rooms are available at the rate of $209 per night. The deadline for reserving at this rate is September 12. Reservations may be made by accessing this link: https://aws.passkey.com/go/PGCALC.

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

17
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
18
AHP Annual International Conference: New Orleans, LA
Conferences
Down
AHP Annual International Conference: New Orleans, LA
Conferences
Up

PG Calc will be attending the AHP Annual International Conerence in New Orleans, LA October 18-21.

October 18, 08:30AM - October 21, 05:00PM ET
New Orleans Marriott, New Orleans, LA 70130
18
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
23
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
26
Gifts of Retirement Assets
Webinars
Down
Gifts of Retirement Assets
Webinars
Up

As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.  Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. 

Read More
01:00PM - 02:30PM ET

November 2017

02
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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.                       

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09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

03
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
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GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

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09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

07
PGM Anywhere
Software Orientations
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PGM Anywhere
Software Orientations
Up

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

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10:00AM - 11:00AM ET
08
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

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10:00AM - 11:00AM ET
14
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

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02:00PM - 03:00PM ET
15
Minnesota Planned Giving Council: St. Paul, MN
Conferences
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Minnesota Planned Giving Council: St. Paul, MN
Conferences
Up

PG Calc will be attending the Minnesota Planned Giving Council Conference in St. Paul, MN.

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November 15, 08:30AM - November 16, 05:00PM ET
St. Paul RiverCentre, 175 W Kellog Blvd., St. Paul, MN 55102

For more information about this event, please click here.

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Intermediate Taxation for Gift Planners
Webinars
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Intermediate Taxation for Gift Planners
Webinars
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Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar will assume basic understanding of the income tax and transfer tax system so that it can focus on some of the finer points of the interplay between taxes and charitable giving.

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01:00AM - 02:30PM ET
16
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

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10:00AM - 11:00AM ET
21
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
22
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

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02:00PM - 03:00PM ET

December 2017

05
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
10:00AM - 11:00AM ET
06
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
11
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
12
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
19
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
20
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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

Read More
02:00PM - 03:00PM ET
21
Rules Rule: Best Practices in Gift Acceptance Policies
Webinars
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Rules Rule: Best Practices in Gift Acceptance Policies
Webinars
Up

Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raising funds at your institution is critical to your success.

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01:00PM - 02:30PM ET