Software Training

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

This class is intended for users with some familiarity with GiftWrap as well as finance officers and others who are recipients of the report information.   Basics such as data entry, record death, payments and taxes are covered in the separate Fundamentals class.

Schedule for the Day

• The session runs from 1:00pm to 3:00pm ET on Tuesday, April 13 and Wednesday, April 14. There will be a short break at 2:00pm on each day.
• Please sign in by 12:50pm ET so that the session may begin on time.
• Giftwrap trial software with sample data will be made available to attendees for the optional, hands-on homework exercises. 

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

Topics Covered:

• Introduction to PGM Anywhere
• Gift Annuities – Immediate, Deferred and Flexible Deferred
• Create Gift Annuity Proposals and Agreements

Schedule for the Day

• The session runs from 1:00pm to 3:00pm ET on Tuesday, May 11 and Wednesday, May 12. There will be a short break at 2:00pm on each day.
• Please sign in by 12:50pm ET so that the session may begin on time.

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

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

Topics Covered:

• Introduction to PGM Anywhere
• Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Unitrusts plus Annuity Trusts
• Create Proposals and Projections

Schedule for the Day

• The session runs from 1:00pm to 3:00pm ET on Tuesday, June 8 and Wednesday, June 9. There will be a short break at 2:00pm on each day.
• Please sign in by 12:50pm ET so that the session may begin on time.

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

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

Topics Covered:

• Introduction to PGM Anywhere
• Gift Annuities – Immediate, Deferred and Flexible Deferred
• Create Gift Annuity Proposals and Agreements

Schedule for the Day

• The session runs from 1:00pm to 3:00pm ET on Tuesday, May 11 and Wednesday, May 12. There will be a short break at 2:00pm on each day.
• Please sign in by 12:50pm ET so that the session may begin on time.

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

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.  

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.  

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.