Software Training

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?

This class is geared for new users as well as those with experience but no formal GiftWrap training.  The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly.  A brief overview of other gift types will be included.  Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.   

Topics Covered:

• Overview of GiftWrap functionality and structure
• Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
• Understanding the Record Death function and its effect on data and reporting
• Payments and Taxes
• Reporting

Schedule for the Day

• The session runs from 1:00pm to 4:00pm ET on Tuesday, February 23 and Wednesday, February 24. There will be a short break at 2:30pm 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. 

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation among gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Who can benefit from this class?

This class is designed for planned giving professionals, estate planners, and trust officers who want to explore the details and varieties of this unusual gift vehicle. Participants should have some level of experience or familiarity in planned giving and / or estate planning. Advance preparation for the course is not necessary.

Topics Covered:

• Grantor, non-grantor, and super grantor lead trusts, balloon and “Shark Fin” lead trusts
• Gift and estate taxation
• Income taxation
• Generation skipping taxes
• Asset selection
• Investment considerations, and
• Inter-vivos and testamentary lead trusts.

Schedule for the Day

• The session runs from 1:00pm to 4:00pm ET on Wednesday, March 24 and Thursday, March 25. There will be a short break at 2:30pm 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, April 27 and Wednesday, April 28. 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?

This class is geared for new users as well as those with experience but no formal GiftWrap training.  The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly.  A brief overview of other gift types will be included.  Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.   

Topics Covered:

• Overview of GiftWrap functionality and structure
• Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
• Understanding the Record Death function and its effect on data and reporting
• Payments and Taxes
• Reporting

Schedule for the Day

• The session runs from 1:00pm to 4:00pm ET on Wednesday, May 26 and Thursday, May 27. There will be a short break at 2:30pm 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. 

Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of 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 technical aspects of 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 two days, 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 calculations and the taxation of gift annuities
• Examine the influence of the IRS discount rate on different gift plans
• Review the fundamentals of remainder trust taxation
• Highlight the components of FASB liability and gift annuity reserve computations
• Clarify the distinctions between income taxes and transfer taxes
• Understand the calculations for gifts of income interest
• Explain the 5% probability of exhaustion test and the 10% minimum charitable remainder test

Schedule for the Day

• The session runs from 1:00pm to 4:00pm ET on Tuesday, June 22 and Wednesday, June 23. There will be a short break at 2:30pm 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.