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 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 01, 09:00AM EST
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 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
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

October 2018

16
Planned Giving Manager Introductory: Las Vegas, NV
Software Training
Down
Planned Giving Manager Introductory: Las Vegas, NV
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
Bally's Las Vegas, 3645 Las Vegas Boulevard South, Las Vegas, NV 89109

This training will be held prior to the National Conference on Philanthropic Planning (NCPP), which is being held Oct. 17-19 at the adjacent Paris Las Vegas Hotel. 

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 2018

07
Planned Giving Manager Introductory: Nashville, TN
Software Training
Down
Planned Giving Manager Introductory: Nashville, TN
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 Nashville Downtown, 170 4th Avenue North, Nashville, TN 37219

Hotel rooms will be available at a discounted group rate of $259/night until September 25. Please use the following link (Book your group rate for PG Calc Software Training), or contact Marriott Reservations at 800-321-2211 or 615-256-0900 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.

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
New York, NY

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
Atlanta, GA

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 ET
Chicago, IL

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
Boston, MA

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
Boston, MA

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.

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 ET
New Orleans, LA

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 ET
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.