Who can benefit from this class?

The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with Planned Giving Manager software through work experience or our introductory training. Advance preparation for the course is not necessary. This class is taught using both the desktop version of PGM and the web-based PGM Anywhere.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. Gift planning options include Retained Life Estate, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models.

  • Create a Charitable Remainder Unitrust Proposal with a Flip Provision
  • Model Non-Grantor Lead Trust
  • Calculate gift taxes on life income plans
  • Create a Retained Life Estate Proposal
  • Testamentary Gifts of Retirement Plans
CalenderList

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 25, 09:00AM ET
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 13, 09:00AM CT
Austin, TX

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 07, 09:00AM CT
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 06, 09:00AM ET
Boston, MA

*CANCELED* Planned Giving Manager Advanced

*CANCELED* Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 27, 09:00AM PT
Costa Mesa, CA

*CANCELED* Planned Giving Manager Advanced

*CANCELED* Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 07, 09:00AM ET
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 06, 09:00AM ET
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 14, 09:00AM PT
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 12, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 03, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 11, 09:00AM CT
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 14, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 14, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 08, 09:00AM EST
Nashville, TN

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 17, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 03, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 25, 09:00AM PT
Seattle, WA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 13, 09:00AM EST
Baltimore, MD

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 14, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
July 18, 09:00AM EST
Seattle, WA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 27, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Columbus, OH

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 11, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 12, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 15, 09:00AM EST
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 21, 09:00AM EST
Dallas, TX

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This ful- day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 23, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 05, 09:00AM EST
Boston, MA
CalenderList

May 2020

07
*CANCELED* Planned Giving Manager Advanced: Boston, MA
Software Training
Down
*CANCELED* Planned Giving Manager Advanced: Boston, MA
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM ET
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA 02114

*CANCELED* This class has been canceled due to the COVID-19 pandemic. Registrants have been contacted regarding rescheduling for a future session or receiving a refund. Please contact Michael Heep at 888-474-2252 or mheep@pgcalc.com for assistance.

A complimentary continental breakfast will be served.

Hotel rooms will be available at a discounted group rate of $299/night until April 4. Please use this link or call 877-999-3223 and refer to "PG Calc and/or ID# PG052020" to book your room. 

This class will be held prior to the Planned Giving Group of New England (PGGNE) all-day conference on May 8. (This conference is being held at the Revere Hotel Boston Common.)

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

27
*CANCELED* Planned Giving Manager Advanced: Costa Mesa, CA
Software Training
Down
*CANCELED* Planned Giving Manager Advanced: Costa Mesa, CA
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM PT
The Westin South Coast Plaza, 686 Anton Boulevard, Costa Mesa, CA 92626

*CANCELED* This class has been canceled due to the COVID-19 pandemic. Registrants have been contacted regarding rescheduling for a future session or receiving a refund. Please contact Michael Heep at 888-474-2252 or mheep@pgcalc.com for assistance.

A complimentary continental breakfast will be served.

Hotel rooms will be available at a discounted group rate of $229/night until May 4. Please call 714-540-2500 to book your room. Be sure to identify yourself as part of the PG Calc Incorporated group. 

This class will be held prior to the Western Regional Planned Giving (WRPG) Conference (5/27-29).

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

August 2020

06
Planned Giving Manager Advanced: Boston, MA
Software Training
Down
Planned Giving Manager Advanced: Boston, MA
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM ET
Wyndham Boston Beacon Hill, 5 Blossom Street, Boston, MA 02114

A complimentary continental breakfast will be served.

Hotel rooms will be available at a discounted group rate of $239/night until July 3. Please use this link or call 877-999-3223 and refer to "PG Calc and/or ID# PGCALC082020" to book your room. 

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

September 2020

25
Planned Giving Manager Advanced: Washington, DC
Software Training
Down
Planned Giving Manager Advanced: Washington, DC
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM ET
Washington, DC

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

October 2020

07
Planned Giving Manager Advanced: Chicago, IL
Software Training
Down
Planned Giving Manager Advanced: Chicago, IL
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM CT
Chicago Marriott Downtown Magnificent Mile, 540 North Michigan Avenue, Chicago, IL 60611

A complimentary continental breakfast will be served.

This class will be held prior to the National Association of Charitable Gift Planners (CGP) Conference (10/7-9).

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

November 2020

13
Planned Giving Manager Advanced: Austin, TX
Software Training
Down
Planned Giving Manager Advanced: Austin, TX
Software Training
Up

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

Read More
09:00AM - 04:00PM CT
Austin, TX

A complimentary continental breakfast will be served.

A Windows-compatible laptop is recommended, but not required. Software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.