Many of our clients attain a good working knowledge of Planned Giving Manager, Mini Manager, Gift Annuity Manager, and GiftWrap by using the services and materials we provide as part of the service contract. These resources include:
Introductory Guide
The Introductory Guide is a hands-on tutorial that takes approximately one hour to review. This manual provides basic instruction about how to use the software by working through the main features of the software using sample situations. After you review the Introductory Guide, you should be ready to start running the software.
Online Help
Written by experts, PG Calc's On-line Help System includes planned giving material that goes way beyond simply documenting our software. Comprehensive and easy-to-use, it is a valuable tool for any fundraiser. HELP can be accessed from the Tool Bar, the Menu Bar, or by pressing the [F1] key while running the software.
- Watch one of our HelpClips to see how valuable our On-line Help can be to you.
The eRate and PG Calc-U-Letter
Another source of information is the quarterly PG Calc-U-Letter, which contains straightforward answers for common questions, case studies, instructions on modeling popular and complex gift situations, and the latest PG Calc news too. Our clients also receive a monthly e-mail, called the eRate, that contains articles of interest to gift planners.
- Review eRate articles in the archive.
Customer Support
Registered users of PG Calc software are entitled to unlimited telephone support from our expert Client Services team. Call or e-mail us with any question, whether you need help modeling a gift situation, running a report, or solving a configuration problem. Our toll free help line number is 888-474-2252.
