Software Training

Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answer the toughest prospect and advisor questions.

Who can benefit from this class?
This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed. Advance preparation for the course is not necessary. 

Topics Covered:
Over the course of the day, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds.

• Explore the logic underlying charitable deduction and gift annuity taxation calculations
• Examine the influence of the IRS discount rate on different gift plans
• Review the fundamentals of remainder trust taxation
• Understanding the components of FASB liability and gift annuity reserve computations
• Make clear income taxation and transfer taxation of planned gifts
• Explain the calculations for gifts of an income interest and the 5% and 10% tests

Schedule for the Day:

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Planned Giving by the Numbers course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Introductory. Instructional method: Group-live.

For information on policies on cancellations, complaints or refunds, please contact Michael Heep at (888) 474-2252.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

Who can benefit from this class?

• Development professionals responsible for gift administration, budget, planned gift marketing, analysis of current gifts and expectancies
• Administrative staff responsible for entering, updating and maintenance of donor and gift data, payment production, tax forms, and other reports associated with gift administration
• Finance staff responsible for preparation of FASB liability and state reserve reports

Topics Covered:

This session focuses on the report functions in GiftWrap to generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

• Checks & electronic funds transfer
• Tracking market value
• Reserve & liability calculations
• Projecting cash flow & gift years remaining
• Tax reporting
• Updating database at year end
• Mail merge, upload & export functions

Schedule for the Day:

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

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.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using both the desktop version of PGM and the web-based version, PGM Anywhere.

• 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

Schedule for the Day

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Advanced. Instructional method: Group-live.

For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

Who can benefit from this class?

• Development professionals responsible for gift administration, budget, planned gift marketing, analysis of current gifts and expectancies
• Administrative staff responsible for entering, updating and maintenance of donor and gift data, payment production, tax forms, and other reports associated with gift administration
• Finance staff responsible for preparation of FASB liability and state reserve reports

Topics Covered:

This session focuses on the report functions in GiftWrap to generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

• Checks & electronic funds transfer
• Tracking market value
• Reserve & liability calculations
• Projecting cash flow & gift years remaining
• Tax reporting
• Updating database at year end
• Mail merge, upload & export functions

Schedule for the Day:

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

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.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using both the desktop version of PGM and the web-based version, PGM Anywhere.

• 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

Schedule for the Day

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Advanced. Instructional method: Group-live.

For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.