Who can benefit from this class?

This class will not provide instruction on planned gift concepts. Clients that are new to gift planning should consider taking the PGM Anywhere orientation or the CGAs with PGM Anywhere class.

Topics Covered:  

  • Introduction to PGM Anywhere
  • PGM Anywhere Interface and its similarities and differences from PGM Desktop
  • How to open, save, create, view, print, and send all kinds of presentations.
  • Customization!  
CalenderList

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
November 10, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
November 19, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
January 07, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
January 26, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
March 04, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
June 03, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
May 06, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
February 18, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
April 06, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
October 20, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
December 22, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
December 08, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE) - FULL

PGM to PGM Anywhere - FREE! (ONLINE) - FULL
THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you! This complimentary class is for experienced PGMRead More
Software Training
November 05, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE) - FULL

PGM to PGM Anywhere - FREE! (ONLINE) - FULL
THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you!  This complimentary class is for experienced PGM clientsRead More
Software Training
October 01, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
September 10, 01:00PM ET

PGM to PGM Anywhere - FREE! (ONLINE)

PGM to PGM Anywhere - FREE! (ONLINE)
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM AnywhereRead More
Software Training
August 26, 01:00PM ET
CalenderList

October 2020

01
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Up

THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you!  This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET
20
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

November 2020

05
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE) - FULL
Software Training
Up

THIS CLASS IS NOW FULL. Please check the schedule for another date that works for you! This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET
10
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET
19
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

December 2020

08
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET
22
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

January 2021

07
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET
26
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

February 2021

18
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

March 2021

04
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

April 2021

06
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

May 2021

06
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET

June 2021

03
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Down
PGM to PGM Anywhere - FREE! (ONLINE)
Software Training
Up

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Read More
01:00PM - 02:30PM ET