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
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
CalenderList

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
May 11, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
April 27, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
February 10, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
January 13, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
December 09, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
November 30, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
September 22, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
August 18, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
July 14, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
June 17, 01:00PM ET

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

PGM Anywhere and Gift Annuities (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 gift annuities.Read More
Software Training
May 13, 01:00PM ET
CalenderList

November 2020

30
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
November 30, 01:00PM - December 01, 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.

December 2020

09
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
December 09, 01:00PM - December 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.

January 2021

13
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
January 13, 01:00PM - January 14, 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.

February 2021

10
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
February 10, 01:00PM - February 11, 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.

April 2021

27
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
April 27, 01:00PM - April 28, 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.

May 2021

11
PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)
Software Training
Down
PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Read More
May 11, 01:00PM - May 12, 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.