Get the Job Done!
- Client Visits
- Prospect Inquiries
- Group Presentations
- Direct Mail
- Advisor Meetings
Your job as a gift planner is to help donors decide on gift plans. Planned Giving Manager* helps you do your job better!
*Mini Manager and Gift Annuity Manager are versions of PGM that offer many of the same features along with expert client support at a reduced price.
Did you know that you can close real gifts with our evaluation software and call for help just as though you were a client? It’s just like the real thing.
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To hear more, call 888-497-4970 or e-mail.
