Gift Planning Introductory Overview

Gain invaluable hands-on experience using case study examples to illustrate these gift options while discovering the powerful and effective features of your gift planning software.

Fees and Policies
Training Location Details

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving.
If you are an experienced gift planner, the planned giving review is a good refresher on the fundamentals.
No prior experience with Planned Giving Manager software is required.

Topics Covered:
Gift planning models include Gift Annuities - Immediate, Deferred, Flexible and Commuted Pay and Charitable Remainder Trusts.

Introduction to Planned Giving Manager
Gift Annuities - Immediate to Commuted Pay
Create Basic Gift Annuity Proposals
Introduction to Charitable Remainder Trusts
Create Trust Proposals
Using PGM Narratives to Market Gifts

Schedule for the Day

The session runs from 9:00 a.m. to 4:00 p.m.
Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon.
Continental breakfast will be provided before the start of the session and refreshments during breaks.
Please be in the room by 8:30 a.m. so that the session may begin on time.

PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE and CFP credits: 7.0 Prerequisite: None. Course level: Basic. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at
(888) 474-2252.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Gain invaluable hands-on experience using case study examples to illustrate these gift options while discovering the powerful and effective features of your gift planning software. Fees and Policies Training Location Details Who can benefit from this class? Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. If you are an experienced gift planner, the planned giving review is a good refresher on the fundamentals. No prior experience with Planned Giving Manager software is required. Topics Covered: Gift planning models include Gift Annuities - Immediate, Deferred, Flexible and Commuted Pay and Charitable Remainder Trusts. Introduction to Planned Giving Manager Gift Annuities - Immediate to Commuted Pay Create Basic Gift Annuity Proposals Introduction to Charitable Remainder Trusts Create Trust Proposals Using PGM Narratives to Market Gifts Schedule for the Day The session runs from 9:00 a.m. to 4:00 p.m. Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon. Continental breakfast will be provided before the start of the session and refreshments during breaks. Please be in the room by 8:30 a.m. so that the session may begin on time. PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. CPE and CFP credits: 7.0 Prerequisite: None. Course level: Basic. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.

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