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.
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 software is required, and no advance preparation for the course is necessary.
Topics Covered:
- Introduction to PGM Anywhere
- Comparing CGA's and CRT's
- Funding Trusts with illiquid assets (such as real estate)
- Describing all flavors of Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, Annuity and FLIP
- Creating compelling and informative Proposals and Projections
Session Dates
All sessions are presented from 1:00 PM – 2:00 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.
- September 9, 2026 - Part 1
- September 16, 2026 - Part 2
- September 23, 2026 - Part 3
- September 30, 2026 - Part 4
This series is approved for 4.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit.
For questions, please contact Client Services at 888-474-2252.
