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
June 15, 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 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
October 26, 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 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 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) - CANCELED

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

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

January 2022

18
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 18, 01:00PM - January 19, 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 2022

15
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
June 15, 01:00PM - June 16, 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.