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. 

June 2022

Thu 06/02

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Thursday, June 02, 01:00 PM-02:30 PM ET
Tue 06/07-Wed 06/08

PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Silver Spring, Maryland, from June 7th to June 8th.

Learn More

PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Silver Spring, Maryland, from June 7th to June 8th.

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Tuesday, June 07, 09:00 AM-01:00 PM ET
Wednesday, June 08, 09:00 AM-01:00 PM ET
8777 Georgia Ave,Silver Spring,MD,20910
Tue 06/07-Wed 06/08

PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Silver Spring, Maryland, from June 7th to June 8th. Andrew Palmer, Director of PG Calc's Marketing Services, will be presenting.

Learn More

PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Silver Spring, Maryland, from June 7th to June 8th. Andrew Palmer, Director of PG Calc's Marketing Services, will be presenting.

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Tuesday, June 07, 09:00 AM-01:00 PM ET
Wednesday, June 08, 09:00 AM-01:00 PM ET
8777 Georgia Ave,Silver Spring,MD,20910
Thu 06/09

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance.  We touch upon handling payments, producing 1099-Rs, and updating market values.  This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, June 14, 10:00 AM-11:00 AM ET
Wed 06/15-Thu 06/16

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

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, June 15 and Thursday, June 16. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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

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

Wed 06/22

In this free webinar, we will discuss the implications for gift planning of the IRS’s new 2010CM mortality table. We will also discuss the new suggested maximum annuity rates published by the American Council on Gift Annuities that will go into effect July 1.

Learn More

Questions we will answer include:

  • What role does 2010CM play in planned gift calculations?
  • How much of a difference does 2010CM make versus the 2000CM table we’ve been using since July 2009?
  • When does it make sense to choose 2010CM and when does it make sense to choose 2000CM?
  • How much will the new ACGA rates change and how will that affect deduction amounts and the tax-free portions of the annuity?
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Wednesday, June 22, 01:00 PM-02:00 PM ET
Fri 06/24

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database.  The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports.  This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 29, 02:00 PM-03:00 PM ET
Thu 06/30

When it comes to planned giving, PG Calc’s Client Services team has seen and heard just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts, from gift annuities, charitable remainder trusts, and pooled income funds, to retained life estates, bargain sales, and the ever-elusive charitable lead trust. We have come up with a list of our Top Ten Lessons in Planned Giving – as learned on the front lines – we want to share with all the dedicated gift planning professionals out there. We won’t be mentioning any client or donor names, but all ten lessons will be based on real situations we have encountered.

Learn More

When it comes to planned giving, PG Calc’s Client Services team has seen and heard just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts, from gift annuities, charitable remainder trusts, and pooled income funds, to retained life estates, bargain sales, and the ever-elusive charitable lead trust. We have come up with a list of our Top Ten Lessons in Planned Giving – as learned on the front lines – we want to share with all the dedicated gift planning professionals out there. We won’t be mentioning any client or donor names, but all ten lessons will be based on real situations we have encountered.

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

July 2022

Wed 07/06

Andrew Palmer will give a virtual presentation on planned giving marketing strategy for the Georgia Planned Giving Council. Join us on July 6th, from 10 - 11am, for an in-depth break-down of how best to reach donors in the age of the internet.

Learn More

Andrew Palmer will give a virtual presentation on planned giving marketing strategy for the Georgia Planned Giving Council. Join us on July 6th, from 10 - 11am, for an in-depth break-down of how best to reach donors in the age of the internet.

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Wednesday, July 06, 10:00 AM-11:00 AM ET
Virtual
Thu 07/07

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Thursday, July 07, 01:00 PM-02:30 PM ET
Fri 07/08

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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Friday, July 08, 02:00 PM-03:00 PM ET
Tue 07/12

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 12, 2022 - Part 1
  • July 19, 2022 - Part 2 
  • July 26, 2022 - Part 3
  • August 2, 2022 - Part 4
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Tuesday, July 12, 01:00 PM-02:30 PM ET
Thu 07/14

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 14, 10:00 AM-11:00 AM ET
Wed 07/20-Thu 07/21

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 Tuesday, July 27 and Wednesday, July 28. There will be a short break at 2:30pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

 

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Wednesday, July 20, 01:00 PM-04:00 PM ET
Thursday, July 21, 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 07/21

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, July 21, 02:00 PM-03:00 PM ET
Tue 07/26

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, July 26, 02:00 PM-03:00 PM ET
Thu 07/28

Many of your institution’s loyal supporters truly have it in their heart to help your cause through a planned gift. Our job as marketers is to encourage them to take the next step: to go from just thinking about it to inquiring for more information, or to go from having done it to sharing the details with you. In this webinar, two experienced gift planners, Sam Samuels of Smith College and Carmen Tordiglione of Tufts University, will discuss the tools at your disposal to get as many of your prospects as possible to take the next step. From direct mail to webinars, Sam and Carmen will discuss 10 techniques they have used – some tried and true, some new – to encourage support of their respective institutions through a gift made by bequest or other estate gift. Newcomers to gift planning will come away with a grounding in the basics of marketing, while veterans will pick up some innovative pointers that work.

Learn More

Many of your institution’s loyal supporters truly have it in their heart to help your cause through a planned gift. Our job as marketers is to encourage them to take the next step: to go from just thinking about it to inquiring for more information, or to go from having done it to sharing the details with you. In this webinar, two experienced gift planners, Sam Samuels of Smith College and Carmen Tordiglione of Tufts University, will discuss the tools at your disposal to get as many of your prospects as possible to take the next step. From direct mail to webinars, Sam and Carmen will discuss 10 techniques they have used – some tried and true, some new – to encourage support of their respective institutions through a gift made by bequest or other estate gift. Newcomers to gift planning will come away with a grounding in the basics of marketing, while veterans will pick up some innovative pointers that work.

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Thursday, July 28, 01:00 PM-02:30 PM ET

August 2022

Tue 08/02

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, August 02, 02:00 PM-03:00 PM ET
Wed 08/03

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Wednesday, August 03, 01:00 PM-02:30 PM ET
Tue 08/09-Wed 08/10

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 Wednesday, March 24 and Thursday, March 25. There will be a short break at 2:30pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

 

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Tuesday, August 09, 01:00 PM-04:00 PM ET
Wednesday, August 10, 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.

Wed 08/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Wednesday, August 10, 10:00 AM-11:00 AM ET
Wed 08/17-Thu 08/18

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

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, January 18 and Wednesday, January 19. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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Wednesday, August 17, 01:00 PM-03:00 PM ET
Thursday, August 18, 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 08/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, August 23, 02:00 PM-03:00 PM ET
Tue 08/23

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database.  The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports.  This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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Tuesday, August 23, 02:00 PM-03:00 PM ET
Wed 08/24-Thu 08/25

PG Calc will be attending the 2022 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 24 - 25. Craig Wruck will be presenting a pre-conference fundamentals session.

Learn More

PG Calc will be attending the 2022 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 24-25. Come visit us at our booth! 

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Wednesday, August 24, 08:30 AM-05:00 PM MT
Thursday, August 25, 08:30 AM-05:00 PM MT
200 Inverness Dr. W.,Englewood,CO,80012
Wed 08/24-Thu 08/25

PG Calc will be attending the 2022 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 24 - 25. Craig Wruck will be presenting a pre-conference fundamentals session.

Learn More

PG Calc will be attending the 2022 Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 24-25. Come visit us at our booth! 

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Wednesday, August 24, 08:30 AM-05:00 PM MT
Thursday, August 25, 08:30 AM-05:00 PM MT
200 Inverness Dr. W.,Englewood,CO,80012
Thu 08/25

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources. 

Learn More

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources. 

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Thursday, August 25, 01:00 PM-02:30 PM ET

September 2022

Wed 09/07

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Wednesday, September 07, 01:00 PM-02:30 PM ET
Thu 09/08

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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Thursday, September 08, 02:00 PM-03:00 PM ET
Thu 09/08

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Thursday, September 08, 02:00 PM-03:00 PM ET
Wed 09/14-Thu 09/15

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 15 and Wednesday, February 16. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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Wednesday, September 14, 01:00 PM-03:00 PM ET
Thursday, September 15, 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 09/15

PG Calc is planning to attend the 34th Northwest Planned Giving Roundtable Annual Conference on September 15th.

Learn More

PG Calc is planning to attend the 34th Northwest Planned Giving Roundtable Annual Conference on September 15th.

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Thursday, September 15, 08:00 AM-05:00 PM PT
Portland,OR
Tue 09/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, September 20, 10:00 AM-11:00 AM ET
Thu 09/22

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

Learn More

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

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Thursday, September 22, 01:00 PM-02:30 PM ET
Wed 09/28

PG Calc will be sponsoring the Maine Planned Giving Council Virtual Conference on September 28th. 

Learn More

PG Calc will be sponsoring the Maine Planned Giving Council Virtual Conference on September 28th. 

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Wednesday, September 28, 08:00 AM-04:00 PM ET
Portland,ME
Wed 09/28-Thu 09/29

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

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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, March 23 and Thursday, March 24. 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 28, 01:00 PM-04:00 PM ET
Thursday, September 29, 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.

October 2022

Tue 10/04

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, October 04, 02:00 PM-03:00 PM ET
Thu 10/06

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Thursday, October 06, 01:00 PM-02:30 PM ET
Tue 10/11-Wed 10/12

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

Learn More

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities. In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

This class is intended for users with some familiarity with GiftWrap as well as finance officers and others who are recipients of the report information. Basics such as data entry, record death, payments and taxes are covered in the separate Fundamentals class.

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Wednesday, April 13 and Thursday, April 14. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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Tuesday, October 11, 01:00 PM-03:00 PM ET
Wednesday, October 12, 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.

Wed 10/12

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

Learn More

PG Calc will be attending the 2022 Planned Giving Day Conference in Philadelphia on October 12, 2022. Julia Boerth will be presenting the ins and outs of starting or growing a charitable gift annuities program. Stop by to learn more about CGA programs and Planned Giving!

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Wednesday, October 12, 08:30 AM-05:00 PM ET
140 S Broad St,Philadelphia,PA,19102
Thu 10/13

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Thursday, October 13, 02:00 PM-03:00 PM ET
Mon 10/17

PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day Conference.

Learn More

PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day Conference.

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Monday, October 17, 08:00 AM-05:30 PM PT
Wed 10/19

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

Learn More

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

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Wednesday, October 19, 01:00 PM-02:30 PM ET
Thu 10/20

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, October 20, 02:00 PM-03:00 PM ET
Tue 10/25

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, October 25, 10:00 AM-11:00 AM ET
Wed 10/26

PG Calc will be hosting a booth at this year's CGP Conference. Swing by and say hi!  

Learn More

PG Calc will be hosting a booth at this year's CGP Conference. Swing by and say hi! 

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Wednesday, October 26, 10:00 AM-28, 10:00 AM PT
The Peppermill, 2707 South Virginia Street, Reno,NV,89502

November 2022

Wed 11/02-Thu 11/03

PG Calc will be sponsoring and attending the Minnesota Gift Planning Association's 46th Annual Conference on November 2nd and 3rd. 

Learn More

PG Calc will be sponsoring and attending the Minnesota Gift Planning Association's 46th Annual Conference on November 2nd and 3rd. 

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Wednesday, November 02, 07:30 AM-04:30 PM CT
Thursday, November 03, 07:30 AM-04:30 PM CT
Thu 11/03

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

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, November 03, 02:00 PM-03:00 PM ET
Tue 11/08

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Tuesday, November 08, 01:00 PM-02:30 PM ET
Thu 11/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Thursday, November 10, 02:00 PM-03:00 PM ET
Tue 11/15-Wed 11/16

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

Learn More

Who can benefit from this class?

Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving. No prior experience with our software is required, and no advance preparation for the course is necessary.

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, January 18 and Wednesday, January 19. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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

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

Thu 11/17

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

Learn More

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

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Thursday, November 17, 01:00 PM-02:30 PM ET
Wed 11/23

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Wednesday, November 23, 10:00 AM-11:00 AM ET
Tue 11/29

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database.  The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports.  This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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

December 2022

Tue 12/06

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

Learn More

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.  

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Tuesday, December 06, 01:00 PM-02:30 PM ET
Tue 12/06

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.

Learn More

GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance.  We touch upon handling payments, producing 1099-Rs, and updating market values.  This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.

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

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Thursday, December 08, 02:00 PM-03:00 PM ET
Wed 12/14

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program.

Learn More

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program. 

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Wednesday, December 14, 01:00 PM-02:30 PM ET
Tue 12/20

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how to access and customize the software as well as how to produce a gift illustration. 

Learn More

PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software.  In addition, you’ll learn how to create a charitable gift annuity illustration.  Sign up now so that you can begin using PGM Anywhere. 

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Tuesday, December 20, 10:00 AM-11:00 AM ET
Tue 12/20

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

Learn More

Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database.  The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.

An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports.  This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.

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