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 Planned Giving Manager software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to Planned Giving Manager
  • Gift Annuities - Immediate to Commuted Pay
  • Create Basic Gift Annuity Proposals
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals
  • Using PGM Narratives to Market Gifts
CalenderList

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 07, 09:00AM PT
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 01, 09:00AM CT
New Orleans, LA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 11, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 07, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 02, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 10, 09:00AM CT
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 13, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 13, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 07, 09:00AM EST
Nashville, TN

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 16, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 12, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 02, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 24, 09:00AM PT
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 12, 09:00AM EST
Baltimore, MD

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
July 17, 09:00AM EST
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 26, 09:00AM EST
Cambridge, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Columbus, OH

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
St. Louis, MO

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 22, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 11, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 27, 09:00AM EST
Houston, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 10, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 14, 09:00AM EST
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 20, 09:00AM EST
Dallas, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 04, 09:00AM EST
Boston, MA
CalenderList

February 2019

13
Planned Giving Manager Introductory: New York, NY
Software Training
Down
Planned Giving Manager Introductory: New York, NY
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM ET
Sheraton New York Times Square Hotel, 811 7th Avenue 53rd Street, New York, NY 10019

Hotel rooms will be available at a discounted group rate of $279/night until January 22. Please use the following link (https://book.passkey.com/go/PGCALC2019) or call 212-581-1000 to book your room.

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.

March 2019

13
Planned Giving Manager Introductory: Atlanta, GA
Software Training
Down
Planned Giving Manager Introductory: Atlanta, GA
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM ET
Courtyard Atlanta Buckhead, 3332 Peachtree Road NE, Atlanta, GA 30326

Hotel rooms will be available at a discounted group rate of $199/night until February 4. Please use the following link (Book your group rate for PG CALC), or call 800-604-5954 or 404-869-0818, to book your room. 

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.

April 2019

10
Planned Giving Manager Introductory: Chicago, IL
Software Training
Down
Planned Giving Manager Introductory: Chicago, IL
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM CT
Residence Inn Chicago Downtown/Loop, 11 South LaSalle Street, Chicago, IL 60603

Hotel rooms will be available at a discounted group rate of $229/night until March 19. Please use the following link (Book your group rate for PG Calc Training) or call Marriott Reservations at 800-331-3131 or 312-223-8500 to book your room (if calling, be sure to identify yourself as part of the PG Calc Incorporated group). 

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.

May 2019

02
Planned Giving Manager Introductory: Boston, MA
Software Training
Down
Planned Giving Manager Introductory: Boston, MA
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM ET
Sheraton Boston Hotel, 39 Dalton Street, Boston, MA 02199

This class will be held following the Planned Giving Group of New England (PGGNE) all-day conference on May 1. 

Hotel rooms will be available at a discounted group rate of $299/night until April 10. Please use the following link (https://www.marriott.com/event-reservations/reservation-link.mi?id=15496...) or call 888-627-7054 to book your room (if calling, be sure to identify yourself as part of the PG Calc Incorporated group). [Note that the group rate is only available on 5/1 and 5/2.]

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.

August 2019

07
Planned Giving Manager Introductory: Boston, MA
Software Training
Down
Planned Giving Manager Introductory: Boston, MA
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

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 $209/night until July 7. Please use the following link (click HERE) or call 877-999-3223 and refer to the "PG Calc Room Block and/or ID #: PGCALC0819".

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 2019

11
Planned Giving Manager Introductory: Washington, DC
Software Training
Down
Planned Giving Manager Introductory: Washington, DC
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

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 2019

01
Planned Giving Manager Introductory: New Orleans, LA
Software Training
Down
Planned Giving Manager Introductory: New Orleans, LA
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM CT
New Orleans, LA

This class will be held prior to the National Association of Charitable Gift Planners (CGP) Conference on Oct. 2-4. 

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.

November 2019

07
Planned Giving Manager Introductory: San Francisco, CA
Software Training
Down
Planned Giving Manager Introductory: San Francisco, CA
Software Training
Up

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software.

Read More
09:00AM - 04:00PM PT
San Francisco, CA

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.