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. No prior experience with our PGM Anywhere software is required, and no advance preparation for the course is necessary.

Topics Covered:  

  • Introduction to PGM Anywhere
  • Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Trusts
  • Create Proposals and Projection
CalenderList

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
March 09, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
June 08, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
October 21, 01:00PM ET

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitableRead More
Software Training
August 12, 01:00PM ET
CalenderList

October 2020

21
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
October 21, 01:00PM - October 22, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

March 2021

09
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
March 09, 01:00PM - March 10, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.

June 2021

08
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)
Software Training
Up

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
June 08, 01:00PM - June 09, 03:00PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.