Software Training

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 am to 4:00 pm, with an hour for lunch on your own at noon.
• Coffee and pastries will be provided before the start of the session and refreshments will be provided during breaks.
• Please be in the room by 8:45 am so that the session may begin on time.

COVID Policy:

• The expectation is that all attendees are vaccinated and boosted. In addition, each attendee will take a COVID test at home the morning of the training. An attestation form will be provided to each attendee stating that these measures have been followed.

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 questions or cancellations, please contact Michael Heep at 888-474-2252.

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?

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.

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.

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?

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 Wednesday, June 15 and Thursday, June 16. 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.

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.  

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, July 27 and Wednesday, July 28. 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.

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.  

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, January 18 and Wednesday, January 19. 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.

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?

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, February 15 and Wednesday, February 16. 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.

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.  

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?

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, January 18 and Wednesday, January 19. 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.

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.