PG Calc Events Calendar

The Events Calendar lists opportunities for you to see PG Calc at conferences, hear us give speeches, learn from one of our software trainings, orientations, and of course our industry-leading webinars.

You can change the dates to narrow or expand the events shown below, choose a particular category of events or filter by topic.  More information is available if you expand any given event or you can expand all events shown using that button. 

February 2024

Tue 02/06-Wed 02/07

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, February 6 and Wednesday, February 7. 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 cancellations, please contact Client Services at 888-474-2252.

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Tuesday, February 06, 01:00 PM-03:00 PM ET
Wednesday, February 07, 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.

Thu 02/08

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, February 08, 10:00 AM-11:00 AM ET
Fri 02/09

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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Friday, February 09, 02:00 PM-03:00 PM ET
Thu 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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Thursday, February 15, 02:00 PM-03:00 PM ET
Tue 02/20

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, February 20, 02:00 PM-03:00 PM ET
Tue 02/27
No, the K-1s are not late again this year! Unlike the Form 1099Rs for charitable gift annuities, Form K-1s must be sent to all persons receiving payments from pooled income funds by April 15. Yes, that is correct! But most PIF administrators try their best to send the forms by February or March at the latest. And the Pooled Income Fund Module of PG Calc’s GiftWrap makes the generation of the Form K-1s a downright manageable process. Once all the necessary information has been captured, GiftWrap produces the Form K-1s essentially with the click of a button. We’ll show you all the steps and review helpful hints – and potential pitfalls – in this training session.
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No, the K-1s are not late again this year! Unlike the Form 1099Rs for charitable gift annuities, Form K-1s must be sent to all persons receiving payments from pooled income funds by April 15. Yes, that is correct! But most PIF administrators try their best to send the forms by February or March at the latest. And the Pooled Income Fund Module of PG Calc’s GiftWrap makes the generation of the Form K-1s a downright manageable process. Once all the necessary information has been captured, GiftWrap produces the Form K-1s essentially with the click of a button. We’ll show you all the steps and review helpful hints – and potential pitfalls – in this training session.

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Tuesday, February 27, 02:00 PM-03:30 PM ET
Wed 02/28

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.

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
  • NEW: QCD to fund CGA (Legacy IRA Act)
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

Schedule for the Day

  • The session runs from 9:00 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

For questions or cancellations, please contact Client Services at 888-474-2252.

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Wednesday, February 28, 09:00 AM-04:00 PM ET

Residence Inn New York Manhattan / Times Square, 1033 Avenue of the Americas, New York, NY 10018, 212-768-0007

COVID policy TBD

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 02/29

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.

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 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

For questions or cancellations, please contact Client Services at 888-474-2252.

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Thursday, February 29, 09:00 AM-04:00 PM ET

Residence Inn New York Manhattan / Times Square, 1033 Avenue of the Americas, New York, NY 10018, 212-768-0007

COVID policy TBD

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 02/29
Empower your fundraising with insights into QCDs that will magnify the impact of your donor’s gifts, minimize their tax burden, and raise more money for your organization. This webinar will cover the nuances of both outright QCDs, QCDs to fund life income gifts, and the interplay between the two. Attendees will learn how to unlock this powerful source of gifts to raise support from current and life income gifts. Join us for an enlightening presentation!
Learn More

Empower your fundraising with insights into QCDs that will magnify the impact of your donor’s gifts, minimize their tax burden, and raise more money for your organization. This webinar will cover the nuances of both outright QCDs, QCDs to fund life income gifts, and the interplay between the two. Attendees will learn how to unlock this powerful source of gifts to raise support from current and life income gifts. Join us for an enlightening presentation!

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Thursday, February 29, 01:00 PM-02:00 PM ET

March 2024

Tue 03/05-Wed 03/06

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

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 Tuesday, March 5 and Wednesday, March 6. 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 cancellations, please contact Client Services at 888-474-2252.

 

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Tuesday, March 05, 01:00 PM-04:00 PM ET
Wednesday, March 06, 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.

Thu 03/07

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, March 07, 10:00 AM-11:00 AM ET
Tue 03/12

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, March 12, 02:00 PM-03:00 PM ET
Thu 03/14

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 14, 02:00 PM-03:00 PM ET
Tue 03/19

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, March 19, 02:00 PM-03:00 PM ET
Tue 03/26-Wed 03/27

This 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, March 26 and Wednesday, March 27. 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 cancellation policies, please contact Jen Wickham at 888-474-2252.

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Tuesday, March 26, 01:00 PM-04:00 PM ET
Wednesday, March 27, 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.

Thu 03/28
In 2022, more than 11% of all giving in the U.S. — about $52 billion — went to donor advised funds. The purpose of DAFs, of course, is to distribute their funds over time to operating charities like yours. How do you help your charity attract a slice of the huge and rapidly expanding DAF pie?
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In 2022, more than 11% of all giving in the U.S. — about $52 billion — went to donor advised funds. The purpose of DAFs, of course, is to distribute their funds over time to operating charities like yours. How do you help your charity attract a slice of the huge and rapidly expanding DAF pie?                

Join us for a discussion of the DAF landscape and strategies you can use to bring more DAF grants to your organization. Gary Pforzheimer, PG Calc President, will offer his insights into DAFs sponsored by operating charities, as well as those hosted by financial services firms. Renee Kurdzos, Director of Gift Planning, Fundraising at The Nature Conservancy, will share what she’s learned about attracting DAF gifts after leading a task force at her previous employer to rethink her charity’s approach to DAF fundraising. Her discussion will include the kinds of changes her charity made and its experience attracting more gifts from DAFs once those changes were in place.

Looking for ideas on how to increase the amount of DAF grants your charity receives? Attend this webinar!

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Thursday, March 28, 01:00 PM-02:00 PM ET

April 2024

Wed 04/03

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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Wednesday, April 03, 02:00 PM-03:00 PM ET
Thu 04/04
GiftWrap’s CashTrac functionality allows the charity to maintain an ongoing market value for each and every charitable gift annuity. This is critically important because the charity needs to know how much of the original principal remains when the annuitant dies. Since the assets for all the gift annuities are combined into one or two investment pools, there is no other way to keep track of the individual market values. It also helps charities to reconcile payment issues and to monitor the ongoing health of the gift annuity programs. This training session will be invaluable for all GiftWrap clients who wish to manage their gift annuity programs more effectively.
Learn More

GiftWrap’s CashTrac functionality allows the charity to maintain an ongoing market value for each and every charitable gift annuity. This is critically important because the charity needs to know how much of the original principal remains when the annuitant dies. Since the assets for all the gift annuities are combined into one or two investment pools, there is no other way to keep track of the individual market values. It also helps charities to reconcile payment issues and to monitor the ongoing health of the gift annuity programs. This training session will be invaluable for all GiftWrap clients who wish to manage their gift annuity programs more effectively.

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Thursday, April 04, 02:00 PM-03:30 PM ET
Online

Cost is $75 per attendee. Registrants will receive login information prior to the training.

Wed 04/10-Thu 04/11

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
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, April 10 and Thursday, April 11. 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 cancellations, please contact Client Services at 888-474-2252.

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Wednesday, April 10, 01:00 PM-03:00 PM ET
Thursday, April 11, 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.

Fri 04/12

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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Friday, April 12, 10:00 AM-11:00 AM ET
Wed 04/17

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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Wednesday, April 17, 02:00 PM-03:00 PM ET
Tue 04/23-Wed 04/24

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 Introductory class.

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, April 23 and Wednesday, April 24. 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 cancellation policies, please contact Jen Wickham at 888-474-2252.

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Tuesday, April 23, 01:00 PM-03:00 PM ET
Wednesday, April 24, 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.

Thu 04/25
At the intersection of philanthropy and retirement planning are three creative gift annuity vehicles: the deferred gift annuity, the flexible gift annuity, and the commuted gift annuity. Come explore how these gifts can be used to increase your donor’s confidence in their ability to make a substantial gift to your organization. We’ll delve into how these gifts can help donors achieve a variety of goals, as well as the time value of money, the magic of compounding, and how all deferral periods are not equal.
Learn More

At the intersection of philanthropy and retirement planning are three creative gift annuity vehicles: the deferred gift annuity, the flexible gift annuity, and the commuted gift annuity. Come explore how these gifts can be used to increase your donor’s confidence in their ability to make a substantial gift to your organization. We’ll delve into how these gifts can help donors achieve a variety of goals, as well as the time value of money, the magic of compounding, and how all deferral periods are not equal.

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Thursday, April 25, 01:00 PM-02:00 PM ET
Thu 04/25

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, April 25, 02:00 PM-03:00 PM ET

May 2024

Wed 05/01
PG Calc Consultant Julie Goldenberg Hay and Director of Gift Administration Julia Boerth will be presenting State Regulations: What You Need to Know at the 2024 ACGA conference.

This presentation will cover the difference between these varying levels of gift annuity state regulation and how these regulations may apply to your organization. Presenters will address the various players involved in gift annuity registration and ongoing compliance both inside and outside your organization. We hope our audience walks away with an understanding and framework for gift annuity compliance success.
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PG Calc Consultant Julie Goldenberg Hay and Director of Gift Administration Julia Boerth will be presenting State Regulations: What You Need to Know at the 2024 ACGA conference.

This presentation will cover the difference between these varying levels of gift annuity state regulation and how these regulations may apply to your organization. Presenters will address the various players involved in gift annuity registration and ongoing compliance both inside and outside your organization. We hope our audience walks away with an understanding and framework for gift annuity compliance success. 

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Wednesday, May 01, 10:45 AM-12:00 PM ET
Tue 05/07
This class will focus on one of the most important reporting functions in GiftWrap – the calculation of estimated liabilities for life income gifts, in compliance with FASB standards. No matter the size of the organization, or the state in which the organization is based, all organizations sponsoring life income gifts need to calculate a reasonable estimate of the total future liability for each gift.
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This class will focus on one of the most important reporting functions in GiftWrap – the calculation of estimated liabilities for life income gifts, in compliance with FASB standards. No matter the size of the organization, or the state in which the organization is based, all organizations sponsoring life income gifts need to calculate a reasonable estimate of the total future liability for each gift. This must be done at least annually, but may be done more frequently. We will discuss the use of different mortality tables and interest rate assumptions as part of this virtual class.

Schedule for the Day

  • The session runs from 2:00pm to 3:30pm ET on Tuesday, May 7.
  • Please sign in by 1:50pm 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.

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Tuesday, May 07, 02:00 PM-03:30 PM ET
Online

Cost is $75 per attendee. Registrants will receive login information prior to the training.

Wed 05/08

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, May 08, 02:00 PM-03:00 PM ET
Thu 05/09

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, May 09, 10:00 AM-11:00 AM ET
Wed 05/15

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.

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
  • NEW: QCD to fund CGA (Legacy IRA Act)
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

Schedule for the Day

  • The session runs from 9:00 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

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

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Wednesday, May 15, 09:00 AM-04:00 PM ET

Location TBD

COVID policy TBD

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 05/16

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.

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 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

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

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Thursday, May 16, 09:00 AM-04:00 PM ET

Location TBD

COVID policy TBD

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.

Fri 05/17

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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Friday, May 17, 02:00 PM-03:00 PM ET
Wed 05/22

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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Wednesday, May 22, 02:00 PM-03:00 PM ET
Thu 05/30

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. Think of this as your CGA therapy hour!

Learn More

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. Think of this as your CGA therapy hour!

 

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Thursday, May 30, 01:00 PM-02:00 PM ET

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.

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 06, 02:00 PM-03:00 PM ET
Wed 06/12-Thu 06/13

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.

Learn More

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 Wednesday, June 12 and Thursday, June 13. 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 cancellations, please contact Client Services at 888-474-2252.

 

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Wednesday, June 12, 01:00 PM-04:00 PM ET
Thursday, June 13, 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.

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
Tue 06/25
This lab-based class will explore the four kinds of payment structures available to IRA QCD CGAs under the Legacy IRA Act. Attendees will follow along in PGM Anywhere, creating four CGAs from proposal to gift agreement and acknowledgement. Please bring your donor questions.
Learn More

This lab-based class will explore the four kinds of payment structures available to IRA QCD CGAs under the Legacy IRA Act. Attendees will follow along in PGM Anywhere, creating four CGAs from proposal to gift agreement and acknowledgement. Please bring your donor questions.

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Tuesday, June 25, 01:00 PM-02:30 PM ET
Online

Cost is $75 per attendee. Registrants will receive login information prior to the training.

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
Thu 06/27
Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms, requiring your organization to set up a second account just to get the proceeds, or asking for personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has turned into a laborious procedure. The good news is that, led by the efforts of Johni Hays and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information.
Learn More

Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms, requiring your organization to set up a second account just to get the proceeds, or asking for personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has turned into a laborious procedure. The good news is that, led by the efforts of Johni Hays and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information.

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Thursday, June 27, 01:00 PM-02:00 PM ET

July 2024

Tue 07/09

Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

Learn More

Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

Session Dates

All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.

  • July 9, 2024 - Part 1
  • July 16, 2024 - Part 2 
  • July 23, 2024 - Part 3
  • July 30, 2024 - Part 4

This series is approved for 6.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit. 

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Tuesday, July 09, 01:00 PM-02:30 PM ET
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
Thu 07/25
What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc marketing expert and Director of Marketing Services, during this hour-long webinar.
Learn More

What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc marketing expert and Director of Marketing Services, during this hour-long webinar.

 

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Thursday, July 25, 01:00 PM-02:00 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
Tue 08/06
PGM Anywhere calculations and narratives export to Word easily, but editing them after export can be challenging. In this session, we will share what we've learned about editing PGM Anywhere presentations as efficiently as possible. 
Learn More

PGM Anywhere calculations and narratives export to Word easily, but editing them after export can be challenging. In this session, we will share what we've learned about editing PGM Anywhere presentations as efficiently as possible. 

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Tuesday, August 06, 01:00 PM-02:30 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
Wed 08/14

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.

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
  • NEW: QCD to fund CGA (Legacy IRA Act)
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

Schedule for the Day

  • The session runs from 9:00 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

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

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Wednesday, August 14, 09:00 AM-04:00 PM ET

Location: Boston, MA (meeting location TBD)

COVID policy TBD

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 08/15

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.

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 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

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

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Thursday, August 15, 09:00 AM-04:00 PM ET

Location: Boston, MA (meeting location TBD)

COVID policy TBD

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.

Tue 08/20-Wed 08/21

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
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, August 20 and Wednesday, August 21. 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 cancellations, please contact Client Services at 888-474-2252.

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Tuesday, August 20, 01:00 PM-03:00 PM ET
Wednesday, August 21, 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.

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
Thu 08/29
Are you getting as many repeat gift annuities (CGAs) as you should? What about additions to charitable remainder trusts? If not, you might be missing some steps in the dance required to steward these gifts. Good gift administration is not “rocket science,” but just like a well-choreographed dance, each party involved needs to know their role and whose turn it is to lead. Whether it is ensuring that the treasury office knows where to deposit a CGA versus an outright gift, when a discount rate selection disclosure is needed, or what to do when a donor calls to say they didn’t get their annuity payment, the detailed steps are specific and important to a well-stewarded gift. Join us for this webinar to learn why you should care about the choreography and what gift administration steps might be missing at your organization. Learn how covering all the movements can help you secure additional gifts.
Learn More

Are you getting as many repeat gift annuities (CGAs) as you should? What about additions to charitable remainder trusts? If not, you might be missing some steps in the dance required to steward these gifts. Good gift administration is not “rocket science,” but just like a well-choreographed dance, each party involved needs to know their role and whose turn it is to lead. Whether it is ensuring that the treasury office knows where to deposit a CGA versus an outright gift, when a discount rate selection disclosure is needed, or what to do when a donor calls to say they didn’t get their annuity payment, the detailed steps are specific and important to a well-stewarded gift. Join us for this webinar to learn why you should care about the choreography and what gift administration steps might be missing at your organization. Learn how covering all the movements can help you secure additional gifts.

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Thursday, August 29, 01:00 PM-02:00 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
Tue 09/10-Wed 09/11

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, September 10 and Wednesday, September 11. 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 cancellations, please contact Client Services at 888-474-2252.

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Tuesday, September 10, 01:00 PM-03:00 PM ET
Wednesday, September 11, 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.

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
Wed 09/25-Thu 09/26

This 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 Wednesday, September 25 and Thursday, September 26. 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 cancellation policies, please contact Jen Wickham at 888-474-2252.

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Wednesday, September 25, 01:00 PM-04:00 PM ET
Thursday, September 26, 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.

Thu 09/26
Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. For example, did you know you may need to file QCD versions of your gift annuity agreements with certain states before you can issue a gift annuity funded with a QCD in any of those states? Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.
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Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. For example, did you know you may need to file QCD versions of your gift annuity agreements with certain states before you can issue a gift annuity funded with a QCD in any of those states? Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.

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Thursday, September 26, 01:00 PM-02:00 PM 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
Wed 10/16-Thu 10/17

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.

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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 Introductory class.

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, October 16 and Thursday, October 17. 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 cancellation policies, please contact Jen Wickham at 888-474-2252.

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Wednesday, October 16, 01:00 PM-03:00 PM ET
Thursday, October 17, 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.

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
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!
Learn More

Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!

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Thursday, October 24, 01:00 PM-02:00 PM 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
Mon 10/28

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.

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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 am to 4:00 pm.
  • 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 8:45 am so that the session may begin on time.

Full participation in the PGM Anywhere Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. 

For questions or cancellations, please contact Client Services at 888-474-2252.

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Monday, October 28, 09:00 AM-04:00 PM ET

Location: Orlando, FL (meeting location TBD)

This training will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference. 

COVID policy TBD

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.

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
Wed 11/13-Thu 11/14

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
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, November 13 and Thursday, November 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.

For cancellations, please contact Client Services at 888-474-2252.

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Wednesday, November 13, 01:00 PM-03:00 PM ET
Thursday, November 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.

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
What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.
Learn More

What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.

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Thursday, November 21, 01:00 PM-02:00 PM 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
Thu 12/19
Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.
Learn More

Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.

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Thursday, December 19, 01:00 PM-02:00 PM ET