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, Planned Giving Manager, 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.

 

January 2022

Thu 01/06

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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Thursday, January 06, 02:00 PM-03:00 PM ET
Wed 01/12

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, January 12, 10:00 AM-11:00 AM ET
Thu 01/20

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, January 20, 02:00 PM-03:00 PM ET
Wed 01/26

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, January 26, 02:00 PM-03:00 PM ET

February 2022

Tue 02/01

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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Tuesday, February 01, 02:00 PM-03:00 PM ET
Thu 02/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, February 10, 10:00 AM-11:00 AM ET
Tue 02/15

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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Tuesday, February 15, 02:00 PM-03:00 PM ET
Tue 02/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, February 22, 02:00 PM-03:00 PM ET

March 2022

Thu 03/03

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, March 03, 02:00 PM-03:00 PM ET
Thu 03/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, March 10, 10:00 AM-11:00 AM ET
Thu 03/17

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, March 17, 02:00 PM-03:00 PM ET
Tue 03/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, March 22, 02:00 PM-03:00 PM ET

April 2022

Wed 04/06

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, April 06, 10:00 AM-11:00 AM ET
Thu 04/07

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, April 07, 02:00 PM-03:00 PM ET
Tue 04/19

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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Tuesday, April 19, 02:00 PM-03:00 PM ET
Thu 04/21

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, April 21, 02:00 PM-03:00 PM ET

May 2022

Tue 05/03

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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Tuesday, May 03, 02:00 PM-03:00 PM ET
Tue 05/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, May 10, 10:00 AM-11:00 AM ET
Thu 05/19

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, May 19, 02:00 PM-03:00 PM ET
Tue 05/31

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, May 31, 02:00 PM-03:00 PM ET

June 2022

Thu 06/09

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, June 09, 02:00 PM-03:00 PM ET
Tue 06/14

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, June 14, 10:00 AM-11:00 AM ET
Fri 06/24

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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Friday, June 24, 02:00 PM-03:00 PM ET
Wed 06/29

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 29, 02:00 PM-03:00 PM ET