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. 

January 2022

Thu 01/06
This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version. The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.
Learn More

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

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Thursday, January 06, 01:00 PM-02:30 PM ET
Thu 01/06

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, January 06, 02:00 PM-03:00 PM ET
Wed 01/12

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, January 12, 10:00 AM-11:00 AM ET
Tue 01/18-Wed 01/19

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

Learn More

Who can benefit from this class?

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

Topics Covered:

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

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, May 11 and Wednesday, May 12. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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

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

Thu 01/20

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, January 20, 02:00 PM-03:00 PM ET
Wed 01/26

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, January 26, 02:00 PM-03:00 PM ET
Thu 01/27

Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.

Learn More

Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.

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Thursday, January 27, 01:00 PM-02:30 PM ET

February 2022

Tue 02/01

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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Tuesday, February 01, 02:00 PM-03:00 PM ET
Tue 02/08

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

Learn More

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

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

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 10, 10:00 AM-11:00 AM ET
Tue 02/15-Wed 02/16

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

Learn More

Who can benefit from this class?

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

Topics Covered:

  • Introduction to PGM Anywhere
  • Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Unitrusts plus Annuity Trusts
  • Create Proposals and Projections

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, June 8 and Wednesday, June 9. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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

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

Tue 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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Tuesday, February 15, 02:00 PM-03:00 PM ET
Tue 02/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 22, 02:00 PM-03:00 PM ET
Thu 02/24

With bequests accounting for 80% -  90% of the money raised by most planned giving programs, it is worth asking whether a life income program makes sense for your organization. If you have a well-established life income program, is it still advisable? If you have a fledgling program, should you give it a boost? If you don’t offer life income gifts yet, should you start?

Learn More

With bequests accounting for 80% -  90% of the money raised by most planned giving programs, it is worth asking whether a life income program makes sense for your organization. If you have a well-established life income program, is it still advisable? If you have a fledgling program, should you give it a boost? If you don’t offer life income gifts yet, should you start?

In this webinar, we will review the factors you should consider when analyzing the suitability of a life income program for your organization. We will also discuss how and why you might decide to accept some forms of life income gifts but not others, or to issue gift annuities to donors in some states but not others. 

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Thursday, February 24, 01:00 PM-02:30 PM ET

March 2022

Thu 03/03

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, March 03, 02:00 PM-03:00 PM ET
Thu 03/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 10, 10:00 AM-11:00 AM ET
Tue 03/15

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

Learn More

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

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Tuesday, March 15, 01:00 PM-02:30 PM ET
Thu 03/17

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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Thursday, March 17, 02:00 PM-03:00 PM ET
Tue 03/22

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 22, 02:00 PM-03:00 PM ET
Wed 03/23-Thu 03/24

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

Learn More

Who can benefit from this class?

This class is geared for new users as well as those with experience but no formal GiftWrap training.  The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly.  A brief overview of other gift types will be included.  Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.   

Topics Covered:

  • Overview of GiftWrap functionality and structure
  • Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
  • Understanding the Record Death function and its effect on data and reporting
  • Payments and Taxes
  • Reporting

Schedule for the Day

  • The session runs from 1:00pm to 4:00pm ET on Tuesday, November 17 and Wednesday, November 18. There will be a short break at 2:30pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.
  • Giftwrap trial software with sample data will be made available to attendees for the optional, hands-on homework exercises. 

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

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

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

Thu 03/31

A charitable gift of an interest in a closely held business requires careful planning. Charitable organizations typically do not want to hold illiquid investment assets, particularly interests in an operating business (as distinct from, say, a private equity fund or a hedge fund).  However, there is an attraction to the potential income that may be received from owning a business interest. 

Learn More

A charitable gift of an interest in a closely held business requires careful planning. Charitable organizations typically do not want to hold illiquid investment assets, particularly interests in an operating business (as distinct from, say, a private equity fund or a hedge fund).  However, there is an attraction to the potential income that may be received from owning a business interest. 

In this webinar, we will explore the considerations in strategically planning for the transfer of closely held business assets while benefitting both the organization and the donor. Among other concerns, the charity must have clarity regarding the unrelated business income tax. We will also review common errors and opportunities when donors give business interests to charity.

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Thursday, March 31, 01:00 PM-02:30 PM ET

April 2022

Tue 04/05

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

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

 

Learn More

Who can benefit from this class?

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

Topics Covered:

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

Schedule for the Day

  • The session runs from 9:00 a.m. to 4:00 p.m.
  • Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Introductory. Instructional method: Group-live.

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

 

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

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

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

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Wed 04/06

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, April 06, 10:00 AM-11:00 AM ET
Thu 04/07

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

Learn More

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

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Thursday, April 07, 01:00 PM-02:30 PM ET
Thu 04/07

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, April 07, 02:00 PM-03:00 PM ET
Wed 04/13-Thu 04/14

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

              

Learn More

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

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

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, April 13 and Wednesday, April 14. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.
  • Giftwrap trial software with sample data will be made available to attendees for the optional, hands-on homework exercises. 

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

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

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

Tue 04/19

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, April 19, 02:00 PM-03:00 PM ET
Thu 04/21

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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 21, 02:00 PM-03:00 PM ET
Thu 04/28

At long last, your donor said yes! It’s been years in the making and a celebration is in order… but then what? It’s not over yet. Documents need to be drafted and approved. There are appraisals, and maybe environmental audits. Who is responsible for transferring ownership? Will you need title insurance? What about a tax ID number? There’s a reason even rocket scientists use checklists. In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long .

Learn More

At long last, your donor said yes!  It’s been years in the making and a celebration is in order … but then what?  It’s not over yet.  Documents need to be drafted and approved.  There are appraisals, and maybe environmental audits.  Who is responsible for transferring ownership?  Will you need title insurance?  What about a tax ID number?  There’s a reason even rocket scientists use checklists.  In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long .

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

May 2022

Tue 05/03

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

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

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

Learn More

Who can benefit from this class?


The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with Planned Giving Manager software through work experience or our introductory training. Advance preparation for the course is not necessary.

Topics Covered:

We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using both the desktop version of PGM and the web-based version, PGM Anywhere.

  • Create a Charitable Remainder Unitrust Proposal with a Flip Provision
  • Model Non-Grantor Lead Trust
  • Calculate gift taxes on life income plans
  • Create a Retained Life Estate Proposal
  • Testamentary Gifts of Retirement Plans

Schedule for the Day

  • The session runs from 9:00 a.m. to 4:00 p.m.
  • Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Advanced. Instructional method: Group-live.

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

 

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

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

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

*/
Tue 05/10

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, May 10, 10:00 AM-11:00 AM ET
Thu 05/12

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

Learn More

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

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Thursday, May 12, 01:00 PM-02:30 PM ET
Thu 05/19

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.

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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, May 19, 02:00 PM-03:00 PM ET
Tue 05/24-Wed 05/25

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

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

 

 

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Who can benefit from this class?

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

Topics Covered:

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

Schedule for the Day

  • The session runs from 9:00 a.m. to 4:00 p.m.
  • Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Introductory course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Introductory. Instructional method: Group-live.

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

 

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

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

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

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Wed 05/25

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

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

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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 a.m. to 4:00 p.m.
  • Two 15-minute breaks, morning and afternoon with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:30 a.m. so that the session may begin on time.

Full participation in the Gift Planning Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Advanced. Instructional method: Group-live.

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

 

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

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

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

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Thu 05/26

Big gifts are different. The messaging is different, the structures are different, and the psychology is different. In this webinar, Professor Russell James will review the scientific research, experimental findings, and theory that underlie the most effective practices for encouraging these transformational donations. You will come away with an understanding of both the practical fundraising “how” and the research-based “why” of raising large donations. When you are ready to “go big” with your fundraising, this is the presentation for you!

Learn More

Big gifts are different. The messaging is different, the structures are different, and the psychology is different. In this webinar, Professor Russell James will review the scientific research, experimental findings, and theory that underlie the most effective practices for encouraging these transformational donations. You will come away with an understanding of both the practical fundraising “how” and the research-based “why” of raising large donations. When you are ready to “go big” with your fundraising, this is the presentation for you!

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Thursday, May 26, 01:00 PM-02:30 PM ET
Tue 05/31

PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how 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, May 31, 02:00 PM-03:00 PM ET

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
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.

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

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Thursday, 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 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 Tuesday, May 11 and Wednesday, May 12. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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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.

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 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

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 07/28

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

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

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

October 2022

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

November 2022

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

December 2022

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