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.

 

November 2022

Thu 11/03

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.

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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, November 03, 02:00 PM-03:00 PM ET
Thu 11/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 10, 02:00 PM-03:00 PM ET
Wed 11/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  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, November 23, 10:00 AM-11:00 AM ET
Tue 11/29

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, November 29, 02:00 PM-03:00 PM ET

December 2022

Tue 12/06

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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Tuesday, December 06, 02:00 PM-03:00 PM ET
Thu 12/08

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  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, December 08, 02:00 PM-03:00 PM ET
Tue 12/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  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, December 20, 10:00 AM-11:00 AM ET
Tue 12/20

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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Tuesday, December 20, 02:00 PM-03:00 PM ET