Software Orientations

Live orientations for PG Calc's PGM Anywhere, GiftWrap, and Bequest Manager are offered during the year at the times and dates specified below. Please click on the Register link to sign up for one or more of these orientations. Also note that you can view on-demand versions of PGM Anywhere, GiftWrap, and Bequest Manager orientations at any time. If you have a specific question, please don’t hesitate to call our Client Support line at 888-474-2252 or email us at support@pgcalc.com.

 

June 2024

Thu 06/06

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

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GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, June 06, 02:00 PM-03:00 PM ET
Thu 06/13

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, June 13, 10:00 AM-11:00 AM ET
Thu 06/20

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, June 20, 02:00 PM-03:00 PM ET
Wed 06/26

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Wednesday, June 26, 02:00 PM-03:00 PM ET

July 2024

Thu 07/11

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, July 11, 10:00 AM-11:00 AM ET
Thu 07/11

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, July 11, 02:00 PM-03:00 PM ET
Wed 07/24

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Wednesday, July 24, 02:00 PM-03:00 PM ET

August 2024

Thu 08/01

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, August 01, 02:00 PM-03:00 PM ET
Wed 08/07

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Wednesday, August 07, 02:00 PM-03:00 PM ET
Thu 08/08

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, August 08, 10:00 AM-11:00 AM ET
Thu 08/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, August 22, 02:00 PM-03:00 PM ET

September 2024

Thu 09/05

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, September 05, 02:00 PM-03:00 PM ET
Thu 09/12

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, September 12, 02:00 PM-03:00 PM ET
Wed 09/18

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Wednesday, September 18, 02:00 PM-03:00 PM ET
Tue 09/24

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, September 24, 10:00 AM-11:00 AM ET

October 2024

Thu 10/03

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, October 03, 02:00 PM-03:00 PM ET
Thu 10/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, October 10, 02:00 PM-03:00 PM ET
Tue 10/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, October 22, 10:00 AM-11:00 AM ET
Thu 10/24

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, October 24, 02:00 PM-03:00 PM ET

November 2024

Wed 11/06

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Wednesday, November 06, 02:00 PM-03:00 PM ET
Thu 11/07

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Thursday, November 07, 02:00 PM-03:00 PM ET
Tue 11/19

PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere.  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, November 19, 10:00 AM-11:00 AM ET
Thu 11/21

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Thursday, November 21, 02:00 PM-03:00 PM ET

December 2024

Thu 12/05

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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Thursday, December 05, 02:00 PM-03:00 PM ET