Software Training

PG Calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving. 

The courses are taught by highly experienced PG Calc staff members, many of whom have had previous experience doing what you do now – raising money for charitable organizations. They understand from firsthand experience the kind of learning that can be most helpful to you in the execution of your gift planning responsibilities.

Download 2022 Schedule (PDF)

Learn more about group training:

Lead Trust School (ONLINE)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst 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.
Learn More
PGM Anywhere and Gift Annuities (ONLINE)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.
Learn More
PGM Anywhere and Charitable Remainder Trusts (ONLINE)
This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.
Learn More
GiftWrap Fundamentals (ONLINE)
This is new ONLINE class. This class introduces students to fundamental basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.
Learn More
GiftWrap Advanced Reporting (ONLINE)
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.
Learn More
PGM to PGM Anywhere - FREE! (ONLINE)
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.
Learn More

January 2022

Thu 01/06
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.
Learn More

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.  

Collapse
Thursday, January 06, 01:00 PM-02:30 PM ET
Tue 01/18-Wed 01/19

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

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.

Collapse
Tuesday, January 18, 01:00 PM-03:00 PM ET
Wednesday, January 19, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.

February 2022

Tue 02/08

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.  

Learn More

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.  

Collapse
Tuesday, February 08, 01:00 PM-02:30 PM ET
Tue 02/15-Wed 02/16

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

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.

Collapse
Tuesday, February 15, 01:00 PM-03:00 PM ET
Wednesday, February 16, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.

March 2022

Tue 03/15

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.  

Learn More

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.  

Collapse
Tuesday, March 15, 01:00 PM-02:30 PM ET
Wed 03/23-Thu 03/24

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Learn More

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, November 17 and Wednesday, November 18. 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. 

For information on cancellation policies, please contact Jen Wickham at 888-474-2252.

Collapse
Wednesday, March 23, 01:00 PM-04:00 PM ET
Thursday, March 24, 01:00 PM-04:00 PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day)

Cost is $295 per attendee. Registrants will receive login information prior to the training.

April 2022

Tue 04/05

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. This class is taught using the web-based version, PGM Anywhere.

We will post a message closer to the date regarding whether we will offer this class (per COVID situation at the time). In the meantime, please call 888-474-2252 or email support@pgcalc.com if you are interested in attending.

 

Learn More

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

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities - Immediate and Deferred
  • Create Basic Gift Annuity Proposals
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

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 Introductory 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: Introductory. Instructional method: Group-live.

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

 

Collapse
Tuesday, April 05, 09:00 AM-04:00 PM ET

This class will be held prior to the Planned Giving Group of New England (PGGNE) all-day conference on May 6. (This conference is being held at the Courtyard Marriott Boston Downtown.)

A Windows-compatible laptop is recommended, but not required. Login to the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

*/
Thu 04/07

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.  

Learn More

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.  

Collapse
Thursday, April 07, 01:00 PM-02:30 PM ET
Wed 04/13-Thu 04/14

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.

              

Learn More

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. 

For information on cancellation policies, please contact Jen Wickham at 888-474-2252.

Collapse
Wednesday, April 13, 01:00 PM-03:00 PM ET
Thursday, April 14, 01:00 PM-03:00 PM ET
ONLINE (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.

May 2022

Thu 05/05

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

We will post a message closer to the date regarding whether we will offer this class (per COVID situation at the time). In the meantime, please call 888-474-2252 or email support@pgcalc.com if you are interested in attending.

Learn More

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.

 

Collapse
Thursday, May 05, 09:00 AM-04:00 PM ET

This class will be held prior to the Planned Giving Group of New England (PGGNE) all-day conference on May 6. (This conference is being held at the Courtyard Marriott Boston Downtown.)

A Windows-compatible laptop is recommended, but not required. Login for the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

*/
Thu 05/12

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.  

Learn More

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.  

Collapse
Thursday, May 12, 01:00 PM-02:30 PM ET
Tue 05/24-Wed 05/25

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. This class is taught using the web-based version, PGM Anywhere.

We will post a message closer to the date regarding whether we will offer this class (per COVID situation at the time). In the meantime, please call 888-474-2252 or email support@pgcalc.com if you are interested in attending.

 

 

Learn More

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

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities - Immediate and Deferred
  • Create Basic Gift Annuity Proposals
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

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 Introductory 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: Introductory. Instructional method: Group-live.

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

 

Collapse
Tuesday, May 24, 09:00 AM-04:00 PM ET
Wednesday, May 25, 09:00 AM-04:00 PM ET

This class will be held prior to the Western Regional Planned Giving Conference. (This conference is being held at the Westin South Coast Plaza in Costa Mesa, CA.)

A Windows-compatible laptop is recommended, but not required. Login to the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

*/
Wed 05/25

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.

We will post a message closer to the date regarding whether we will offer this class (per COVID situation at the time). In the meantime, please call 888-474-2252 or email support@pgcalc.com if you are interested in attending.

Learn More

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.

 

Collapse
Wednesday, May 25, 09:00 AM-04:00 PM ET

ThThis class will be held prior to the Western Regional Planned Giving Conference. (This conference is being held at the Westin South Coast Plaza in Costa Mesa, CA.)

A Windows-compatible laptop is recommended, but not required. Login for the software will be provided for use in class if needed. PG Calc offers laptop rentals for an additional $150/day.

*/

June 2022

Thu 06/02

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.  

Learn More

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.  

Collapse
Thursday, June 02, 01:00 PM-02:30 PM ET
Wed 06/15-Thu 06/16

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

Learn More

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.

Collapse
Wednesday, June 15, 01:00 PM-03:00 PM ET
Thursday, June 16, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

Cost is $195 per attendee. Registrants will receive login information prior to the training.