PG Calc Events Calendar

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. You can also view this in a calendar view.

CalenderList

CGP: National Association of Charitable Gift Planners Annual Conference

CGP: National Association of Charitable Gift Planners Annual Conference
PG Calc will be attending the National Association of Charitable Gift Planners Annual Conference from October 17th to the 19th in Las Vegas, Nevada. Read More
Conferences
October 17, 08:00AM PT
Las Vegas, NV

Chicago Council on Planned Giving

Chicago Council on Planned Giving
PG Calc will be attending the Chicago Council on Planned Giving's annual conference on May 31st in Chicago, Illinois. Read More
Conferences
May 31, 08:00AM CT
Chicago, IL

Gift Planning Under the New Tax Law

Gift Planning Under the New Tax Law
The new tax law contains many changes that will affect how donors approach giving to charity. Read More
Webinars
February 01, 01:00PM EST

Gifts of Retirement Assets

Gifts of Retirement Assets
Jeff Lydenberg will be doing a presentation on "Gifts of Retirement Assets" at University Club of Nashville - Vanderbilt Campus Read More
Speaking Engagements
March 07, 11:30AM CT
Nashville, TN

Gift Planning Under the New Tax Law

Gift Planning Under the New Tax Law
Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at Montshire Museum in Norwich, Vermont on April 5th. Read More
Speaking Engagements
April 05, 02:00PM ET
Norwich, VT

Washington Planned Giving Council Annual Conference

Washington Planned Giving Council Annual Conference
PG Calc will be attending the Washington Planned Giving Council's annual conference in Seattle, Washington on October 11th. Read More
Conferences
October 11, 08:00AM PT
Seattle, WA

Northwest Planned Giving Council Annual Conference

Northwest Planned Giving Council Annual Conference
PG Calc will be attending the Northwest Planned Giving Council's annual conference in Portland, Oregon on September 27th. Read More
Conferences
September 27, 08:00AM PT
Portland, OR

Colorado Planned Giving Roundtable

Colorado Planned Giving Roundtable
PG Calc will be attending the Colorado Planned Giving Roundtable's annual conference in Denver, Colorado from August 22nd to the 23rd. Read More
Conferences
August 22, 08:00AM CT
Denver, CO

Partners in Mission (ACAAP) Conference

Partners in Mission (ACAAP) Conference
PG Calc will be attending the Partners in Mission summer event in Boston, Massachusetts on June 25th. Read More
Conferences
June 25, 08:00AM ET
Boston, MA

New Jersey Planned Giving Council

New Jersey Planned Giving Council
PG Calc will be attending the New Jersey Planned Giving Council's annual conference in Iselin, New Jersey on June 11th. Read More
Conferences
June 11, 08:00AM ET
Iselin, NJ

Los Angeles Council of Charitable Gift Planners

Los Angeles Council of Charitable Gift Planners
PG Calc will be attending the Los Angleles Council of Charitable Gift Planners Conference "The Art, Science, and Management of Gift Planning" annualRead More
Conferences
May 31, 08:00AM PT
Costa Mesa, CA

National Capital Gift Planning Council - Planned Giving Days

National Capital Gift Planning Council - Planned Giving Days
PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Arlington, VA from May 24th to May 25th. Read More
Conferences
May 24, 08:00AM ET
Arlington, VA

Northern Ohio Charitable Gift Planners Conference

Northern Ohio Charitable Gift Planners Conference
PG Calc will be attending the Northern Ohio Charitable Gift Planners Conference on May 3rd in Independence, Ohio. Read More
Conferences
May 03, 08:30AM ET
Independence, OH

PPGGNY - Philanthropic Planning Group of Greater New York's Planned Giving Day

PPGGNY - Philanthropic Planning Group of Greater New York's Planned Giving Day
PG Calc will be attending the Philanthropic Planning Group of Greater New York's annual Planned Giving Day. Read More
Conferences
May 07, 08:00AM ET
New York City, NY

NCPGC - Northern California Planned Giving Council 26th Annual Conference

NCPGC - Northern California Planned Giving Council 26th Annual Conference
PG Calc will be attending the North California Planned Giving Council's 26th Annual Conference on May 4th. Read More
Conferences
May 04, 08:00AM PT
San Francisco, CA

PGGNE - Planned Giving Group of New England Annual Conference

PGGNE - Planned Giving Group of New England Annual Conference
PG Calc will be attending the Planned Giving Group of New England (PGGNE) Annual Conference on May 4th. Read More
Conferences
May 04, 08:30AM ET
Boston, MA

AFP - 55th International Conference on Fundraising

AFP - 55th International Conference on Fundraising
PG Calc will be attending AFP's 2018- 55th International Conference on Fundraising in New Orleans, Louisiana from April 15th to April 17th. Read More
Conferences
April 14, 05:00PM CT
New Orleans, LA

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 17, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 02, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 18, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 10, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 16, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 01, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 18, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 03, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
January 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
January 09, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
December 11, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 05, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 07, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 03, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 05, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 21, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 08, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 11, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 19, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 06, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 15, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 02, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 04, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 07, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
January 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
January 08, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
November 15, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
October 09, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
September 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
August 14, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
July 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
June 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
May 10, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
April 10, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
March 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
February 06, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
January 11, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
December 10, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
November 15, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
October 22, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
September 24, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
August 28, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
July 23, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
June 26, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
May 21, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
April 24, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
March 26, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
February 27, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
January 22, 02:00PM EST

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 15, 09:00AM EST
Cambridge, MA

Charitable Gift Planners of Kentuckiana Planned Giving Conference

Charitable Gift Planners of Kentuckiana Planned Giving Conference
Jeff Lydenberg, our Consulting VP, will be the keynote speaker at the third annual Charitable Gift Planners of Kentuckina annual conference. Read More
Speaking Engagements
November 03, 08:00AM EST
Louisville, KY

Planned Giving Council of Greater Philadelphia: Planned Giving Day

Planned Giving Council of Greater Philadelphia: Planned Giving Day
PG Calc will be attending The Planned Giving Council of Greater Philadephia's Planned Giving Day on October 26, 2017 at The Union League inRead More
Conferences
October 26, 08:00AM ET
Philadelphia, PA

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG CalcRead More
Webinars
July 10, 01:00PM EST

How to Inspire Your Donors Through Marketing

How to Inspire Your Donors Through Marketing
Planned giving marketers face many challenges today. In particular, they must adapt to rapidly shifting modern marketing terrain while buildingRead More
Webinars
December 20, 01:00PM EST

Building and Maintaining the Testamentary Gifts Pipeline

Building and Maintaining the Testamentary Gifts Pipeline
Gifts received after a donor's passing from wills, trusts and beneficiary designations provide critical future funding for public charities. BuildingRead More
Webinars
November 15, 01:00PM EST

Top 10 Planned Gift Marketing Strategies from Scientific Research

Top 10 Planned Gift Marketing Strategies from Scientific Research
Professor Russell James has conducted extensive research over the past several years into why donors give and how well they respond to differentRead More
Webinars
October 25, 01:00PM EST

What Your Gift Administrator Can Do For You

What Your Gift Administrator Can Do For You
Fundraisers are good at managing relationships, with a focus on keeping their donors happy. But there’s an often overlooked  team member who isRead More
Webinars
September 27, 01:00PM EST

Regaining Momentum in Your Planned Giving Program

Regaining Momentum in Your Planned Giving Program
In organizations large and small, it is common for planned giving programs to plateau and even shrink. In spite of diligent work to identify andRead More
Webinars
July 26, 01:00PM EST

Taxation Basics for Gift Planners

Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which everyRead More
Webinars
June 28, 01:00PM EST

What to Use and When: CGAs vs. CRATs and CRUTs

What to Use and When: CGAs vs. CRATs and CRUTs
It is not uncommon for most gift officers to think immediately of a charitable gift annuities when a prospect starts talking about gifts that payRead More
Webinars
August 30, 01:00PM EST

Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning

Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning
If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs ofRead More
Webinars
April 19, 01:00PM EST

Making Sense of State Gift Annuity Regulations

Making Sense of State Gift Annuity Regulations
The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states.  But what do theRead More
Webinars
May 24, 01:00PM EST

Working with Younger Donors

Working with Younger Donors
The average age of a gift annuitant at the time of gift is 79*. Nonetheless, there are planned giving solutions that can be attractive to donors whoRead More
Webinars
March 29, 01:00PM EST

Donor Restrictions – What Will They Think of Next?

Donor Restrictions – What Will They Think of Next?
This session will address the issues created when donors place restrictions on their gifts. We will review the various types of restrictionsRead More
Webinars
February 22, 01:00PM EST

Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes

Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes
Charities like to promote charitable gift annuities as one of the simplest life income gifts - and they often are.  However, there are traps toRead More
Webinars
January 25, 01:00PM EST

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 08, 09:00AM EST
Nashville, TN

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 07, 09:00AM EST
Nashville, TN

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
October 04, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
October 03, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 17, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 16, 09:00AM EST
Las Vegas, NV

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 12, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 22, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 03, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 02, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 25, 09:00AM EST
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 24, 09:00AM EST
Seattle, WA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
April 10, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Effective Marketing of Bequests for Smaller Planned Giving Programs

Effective Marketing of Bequests for Smaller Planned Giving Programs
Our VP, Bill Laskin, will be instructing a session at The Sixteenth Annual Comprehensive Planned Giving Conference on September 21, 2017Read More
Speaking Engagements
September 21, 09:30AM EST
Milwaukee, WI

Sixteenth Annual Comprehensive Planned Giving Conference

Sixteenth Annual Comprehensive Planned Giving Conference
PG Calc will be attending the Sixteenth Annual Comprehensive Planned Giving Conference held in Milwaukee, Wisconsin on September 21st, 2017. Read More
Conferences
September 21, 08:30AM EST
Milwaukee, WI

Effective Marketing of Bequests for Smaller Planned Giving Programs

Effective Marketing of Bequests for Smaller Planned Giving Programs
Our Marketing Services Director, Andrew Palmer, will be instructing a session at The 29th Northwest Planned Giving Roundtable Annual Conference onRead More
Speaking Engagements
September 28, 01:40PM EST
Portland, OR

Charitable Gift Annuities and CRTs

Charitable Gift Annuities and CRTs
Mike will be presenting at the NAD Conference. Read More
Speaking Engagements
August 09, 01:30PM EST
Tucson, AZ

Positioning Your Fundraising Program for the Future of Planned Giving

Positioning Your Fundraising Program for the Future of Planned Giving
Change is not coming – it’s here! Our donors are experiencing change in every aspect of their lives. The tax laws are being rewritten, theRead More
Speaking Engagements
September 27, 12:00PM EST
Hunt Valley, MD

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Mike will present at the 29th Annual Summer Symposium. Read More
Speaking Engagements
August 29, 01:30PM EST
Englewood, CO

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
When conveying a message about making a planned gift to your charity, what words should you use to describe it? Should you describe the tax benefits?Read More
Webinars
August 28, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We were excited to have planned giving expert Craig Wruck repeat his popular Fundamentals of Planned Giving course as aRead More
Webinars
July 16, 09:00AM EST

Strategic Storytelling - A Sure Path to Major and Planned Gifts

Strategic Storytelling - A Sure Path to Major and Planned Gifts
Whether you’re a seasoned veteran or just getting started, enhance your donor visits and solicitations by learning how to uncover your donors’Read More
Webinars
April 24, 01:00PM EST

Philanthropic Planning: What to Do in the Room?

Philanthropic Planning: What to Do in the Room?
Among the most valuable conversations fundraising or financial professionals can have with donors is one that helps those donors discover theRead More
Webinars
September 26, 01:00PM EST

Planned Giving When It's Not All You Do

Planned Giving When It's Not All You Do
Are you trying to establish or run a planned giving program in the midst of doing annual campaigns, writing grant proposals, soliciting corporateRead More
Webinars
August 29, 01:00PM EST

Social Media: Getting Results for Planned Gifts

Social Media: Getting Results for Planned Gifts
How can your organization use social media to get results for its gift planning program? Read More
Webinars
May 30, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make charitable gifts during life and atRead More
Webinars
June 26, 01:00PM EST

Land Ho! The Many Ways to Give Real Estate

Land Ho! The Many Ways to Give Real Estate
There are numerous ways real estate can be used to make a charitable gift.  As always, the donor’s objectives are a primary consideration, butRead More
Webinars
March 27, 01:00PM EST

Problem Solving with Planned Gifts

Problem Solving with Planned Gifts
The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advisedRead More
Webinars
July 31, 01:00PM EST

Planned Giving Best Practices: A Benchmarking Study

Planned Giving Best Practices: A Benchmarking Study
This webinar will present the results of original research about best practices in operating a planned giving program. Read More
Webinars
December 19, 01:00PM EST

CRTs: A Trust for All Seasons

CRTs: A Trust for All Seasons
This session will examine the typical goals of donors at different life stages and how particular charitable remainder trust arrangements can helpRead More
Webinars
November 20, 01:00PM EST

Gift Annuity Challenges and How to Address Them

Gift Annuity Challenges and How to Address Them
Despite their relative simplicity, charitable gift annuities sometimes present complexities. Even what starts out as a "plain vanilla" arrangement canRead More
Webinars
October 31, 01:00PM EST

Estate Planning for Gift Planners

Estate Planning for Gift Planners
Learn all the basics of estate planning as it relates to gift planning. Speak articulately to your donors about their estate planningRead More
Webinars
July 25, 01:00PM EST

Gifts of Tangible and Intangible Personal Property

Gifts of Tangible and Intangible Personal Property
Become familiar with the options for making gifts of tangible and intangible personal property and learn about the special considerations that shouldRead More
Webinars
June 27, 01:00PM EST

The Appeal of Step Lead Trusts and Shark Fin Trusts

The Appeal of Step Lead Trusts and Shark Fin Trusts
This Webinar will use financial modeling to show why step-lead trusts and shark fin lead trusts appeal to certain donors. It will also help you toRead More
Webinars
April 25, 01:00PM EST

Bequests – Stewardship and Administration

Bequests – Stewardship and Administration
During this session, Alison will share with you bequest stewardship and administration practices that will encourage your supporters to make bequestsRead More
Webinars
March 28, 01:00PM EST

Complying with Gift Annuity Regulations

Complying with Gift Annuity Regulations
This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offeringRead More
Webinars
February 28, 01:00PM EST

Gift Planning and the New Tax Law

Gift Planning and the New Tax Law
The gift planning landscape shifted on New Year’s Day, 2013. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid theRead More
Webinars
January 31, 01:00PM EST

Making (and Remaking) the Case for Your Planned Giving Program

Making (and Remaking) the Case for Your Planned Giving Program
Questions involving the case for planned giving are likely to continue to arise now and again, prompted by things internal, such as a change inRead More
Webinars
December 18, 01:00PM EST

How to Get Your Donor to Say "Yes!"

How to Get Your Donor to Say "Yes!"
This webinar will discuss, step-by-step, the process for bringing both planned gifts and major gifts to closure, and it will indicate when theRead More
Webinars
November 20, 01:00PM EST

What Gift Planners Need to Know about Donor Advised Funds

What Gift Planners Need to Know about Donor Advised Funds
Even though many contributors to DAFs are not planned giving prospects, astute gift planners stand to benefit from 1) understanding the basics ofRead More
Webinars
October 30, 01:00PM EST

Knowing a Planned Giver When You See One

Knowing a Planned Giver When You See One
Planned gifts come in many shapes and sizes.  So do their donors.  Nevertheless, there are some telltale characteristics to look for in aRead More
Webinars
September 25, 01:00PM EST

Trends in Marketing Planned Gifts

Trends in Marketing Planned Gifts
This session will examine the current marketing trends that could make a difference for your planned giving efforts in 2014, and will delve intoRead More
Webinars
May 22, 01:00PM EST

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes
One of the great appeals of gift annuities is their simplicity relative to other planned gifts.   But things can and do go awry, even withRead More
Webinars
February 27, 01:00PM EST

The Three Pillars of a Strong Bequest Program

The Three Pillars of a Strong Bequest Program
Although most charitable bequests may arrive “over the transom,” a robust bequest program conducts activities that have an important positiveRead More
Webinars
January 23, 01:00PM EST

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
May 04, 10:45AM EST
Cleveland, OH

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 19, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
December 06, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 21, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 08, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 04, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 19, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 06, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 22, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 12, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 07, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 03, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
April 05, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
December 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 18, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 03, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 23, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 11, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 02, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 22, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
December 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
November 16, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
October 10, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
September 14, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
August 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
July 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
June 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
May 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
April 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
March 16, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
February 07, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
January 12, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
December 11, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
November 14, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
October 23, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
September 25, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
August 29, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
July 24, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
June 27, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
May 22, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
April 25, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
March 27, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
February 28, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
January 23, 02:00PM EST

Planned Giving for Younger Donors

Planned Giving for Younger Donors
Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy,Read More
Webinars
December 17, 01:00PM EST

The Pooled Income Fund at 45 – Consider the Possibilities!

The Pooled Income Fund at 45 – Consider the Possibilities!
With PIF deductions historically high and the Fed poised to let interest rates rise again, now may be the perfect time for your organization to createRead More
Webinars
November 19, 01:00PM EST

The Best Metrics for Measuring PG Marketing Success

The Best Metrics for Measuring PG Marketing Success
Whether you’re just starting out or you need to overhaul your existing marketing strategy, you will want to attend this discussion of the topRead More
Webinars
October 29, 01:00PM EST

Stewardship of Planned Gift Donors

Stewardship of Planned Gift Donors
This session will explore the many other ways to steward your donors throughout the year and to make the most of your opportunities. Read More
Webinars
September 24, 01:00PM EST

10 Practical Planned Giving Ideas for the Current Environment

10 Practical Planned Giving Ideas for the Current Environment
Charitable planning can be challenging against a backdrop of rapidly fluctuating investment markets, low interest rates, increased gift and estate taxRead More
Webinars
August 27, 01:00PM EST

More Problem Solving with Planned Gifts

More Problem Solving with Planned Gifts
Gift vehicles should be viewed not as things to be promoted, but rather as tools to solve problems posed by the donor's situation. Read More
Webinars
July 30, 01:00PM EST

Adventures in Accepting Restricted Gifts

Adventures in Accepting Restricted Gifts
This session will explore processes for evaluating and accepting restricted gifts, as well as strategies for directing benefactor interest to broaderRead More
Webinars
June 25, 01:00PM EST

Overcoming Common Stumbling Blocks to Planned Gifts

Overcoming Common Stumbling Blocks to Planned Gifts
This session will discuss some of the most common objections raised by donors and other stumbling blocks you might encounter, and suggest ways toRead More
Webinars
May 27, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
April 30, 01:00PM EST

Attracting Gifts Through Beneficiary Designations

Attracting Gifts Through Beneficiary Designations
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
March 26, 01:00PM EST

Keeping the Bequest Stream Flowing

Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But bequests don't just happen. Proactively marketing,Read More
Webinars
February 26, 01:00PM EST

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion inRead More
Webinars
January 22, 01:00PM EST

ACAAP Conference: New England

ACAAP Conference: New England
PG Calc will be attending the Fall ACAAP Conference in Worcester, MA. Read More
Conferences
October 13, 08:00AM EST
Worcester, MA

ACAAP Conference: New England

ACAAP Conference: New England
PG Calc will be attending the Spring ACAAP Conference in Worcester, MA: Catholic Schools: An Entrepreneurial Spirit of Change & Renewal Read More
Conferences
March 16, 08:30AM EST
Worcester, MA

Chicago Council on Planned Giving Annual Symposium

Chicago Council on Planned Giving Annual Symposium
PG Calc will be attending the Chicago Council on Planned Giving Annual Symposium in Chicago, IL. Read More
Conferences
May 25, 08:30AM EST
Chicago, IL

Western Regional Planned Giving Conference

Western Regional Planned Giving Conference
PG Calc will be attending the Western Regional Planned Giving Conference in Costa Mesa, CA. Read More
Conferences
May 31, 08:30AM EST
Costa Mesa, CA

Planned Giving Day in New York

Planned Giving Day in New York
PG Calc will be attending the PPGGNY Planned Giving Day at Convene in Times Square. Read More
Conferences
May 15, 08:30AM EST
New York City, NY

Northern California Planned Giving Conference

Northern California Planned Giving Conference
PG Calc will be attending the Northern California Planned Giving Conference in San Francisco, CA. Read More
Conferences
May 05, 08:00AM EST
San Francisco, CA

Washington Planned Giving Council's Planned Giving Day Conference

Washington Planned Giving Council's Planned Giving Day Conference
PG Calc will be attending the Washington Planned Giving Council's Planned Giving Day Conference on May 2nd in Seattle, WA. Read More
Conferences
May 02, 08:30AM EST
Seattle, WA

AFP's International Fundraising Conference

AFP's International Fundraising Conference
PG Calc will be attending the International Fundraising Conference April 30 - May 2 in San Francisco, CA. Read More
Conferences
April 30, 08:00AM EST
San Francisco, CA

Colorado Planned Giving Roundtable Annual Summer Symposium

Colorado Planned Giving Roundtable Annual Summer Symposium
PG Calc will be attending the Colorado Planned Giving Roundtable Annual Summer Symposium in Denver, CO August 28-29 Read More
Conferences
August 28, 08:30AM EST
Englewood, CO

Northern Ohio Planned Giving Council Annual Conference

Northern Ohio Planned Giving Council Annual Conference
PG Calc will be attending the Northern Ohio Planned Giving Council Annual Conference in Cleveland, OH. Read More
Conferences
May 04, 08:30AM EST
OH

National Capital Gift Planning Council Planned Giving Days

National Capital Gift Planning Council Planned Giving Days
PG Calc will be attending the NCPGC Planned Giving Days in Arlington, VA. Read More
Conferences
May 25, 08:30AM EST
Arlington, VA

ACGA - American Council on Gift Annuities 33rd Conference

ACGA - American Council on Gift Annuities 33rd Conference
PG Calc will be attending the American Council on Gift Annuities annual conference in Seattle, Washington from April 25th to April 27th. Read More
Conferences
April 25, 05:00PM PT
Seattle, WA

Gift Planning Council of New Jersey Annual Conference

Gift Planning Council of New Jersey Annual Conference
PG Calc will be attending the Gift Planning Council of New Jersey Annual Conference on June 6. Read More
Conferences
June 06, 07:30AM EST
Iselin, NJ

Planned Giving Day Philadelphia

Planned Giving Day Philadelphia
PG Calc will be attending the Planned Giving Day in Philadelphia, PA October 26. Read More
Conferences
October 27, 08:30AM EST
Philadelphia, PA

AHP Annual International Conference

AHP Annual International Conference
PG Calc will be attending the AHP Annual International Conerence in New Orleans, LA October 18-21. Read More
Conferences
October 18, 08:30AM EST
New Orleans, LA

The National Conference on Philanthropic Planning

The National Conference on Philanthropic Planning
PG Calc will be attending The National Conference on Philanthropic Planning in Baltimore, MD October 9-11. Read More
Conferences
October 09, 08:30AM EST
Baltimore, MD

Northwest Planned Giving Roundtable Annual Conference

Northwest Planned Giving Roundtable Annual Conference
PG Calc will be attending the Northwest Planned Giving Roundtable Annual Conference held in Portland, Oregon on September 28, 2017. Read More
Conferences
September 28, 07:30AM EST
Portland, OR

Planned Giving Group of New England All Day Conference

Planned Giving Group of New England All Day Conference
PG Calc will be attending the Planned Giving Group of New England All Day Conference in Boston, MA. Read More
Conferences
April 28, 08:30AM EST
Boston, MA

Gift Acceptance Policies

Gift Acceptance Policies
Jeff will present at the Northern California All Day Conference on gift acceptance policies. Read More
Speaking Engagements
May 05, 01:45AM EST
San Francisco, CA

Annual Reporting Process in States that Regulate Gift Annuities

Annual Reporting Process in States that Regulate Gift Annuities
Will cover the annual reporting process in states that regulate gift annuities. Read More
Webinars
December 15, 01:00PM EST

Rules Rule: Best Practices in Gift Acceptance Policies

Rules Rule: Best Practices in Gift Acceptance Policies
Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raisingRead More
Webinars
December 21, 01:00PM EST

Intermediate Taxation for Gift Planners

Intermediate Taxation for Gift Planners
Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar willRead More
Webinars
November 16, 01:00PM EST

Gifts of Retirement Assets

Gifts of Retirement Assets
As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.Read More
Webinars
October 26, 01:00PM EST

Understanding the Older Donor

Understanding the Older Donor
This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their olderRead More
Webinars
September 28, 01:00PM EST

Planned Giving Essentials

Planned Giving Essentials
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversationsRead More
Webinars
August 31, 01:00PM EST

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of allRead More
Webinars
July 27, 01:00PM EST

Planned Giving Marketing for Starting/Restarting a Program

Planned Giving Marketing for Starting/Restarting a Program
If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, toRead More
Webinars
June 29, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Life insurance can make a great charitable gift. Really! It can! So why is life insurance so chronically underutilized in charitable giving?  Read More
Webinars
May 25, 01:00PM EST

Attracting Gifts from Donor Advised Funds

Attracting Gifts from Donor Advised Funds
Donor-advised funds (DAFs) are attracting an ever-larger percentage of the charitable dollar. Americans contributed over $22 billion to DAFs in 2015,Read More
Webinars
April 27, 01:00PM EST

Successfully Navigating Gifts of Real Estate

Successfully Navigating Gifts of Real Estate
Gifts of real estate are back!  Donors are again offering real estate to support their favorite charities. Understanding the benefits – andRead More
Webinars
March 30, 01:00PM EST

Building Endowment with Planned Gifts

Building Endowment with Planned Gifts
Planned gifts are a long-term commitment by some of your most loyal donors.  This Webinar will explore effective strategies for making yourRead More
Webinars
February 23, 01:00PM EST

Counting Revocable Gifts: Return from Fantasy Island

Counting Revocable Gifts: Return from Fantasy Island
Counting matters.  In non-profits as in business, what you measure is what you get.  But, are we measuring the right things in the rightRead More
Webinars
January 26, 01:00PM EST

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 22, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
November 02, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 17, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
May 09, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
May 08, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 13, 09:00AM EST
Baltimore, MD

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 12, 09:00AM EST
Baltimore, MD

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 14, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 13, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 09, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 08, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
July 18, 09:00AM EST
Seattle, WA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
July 17, 09:00AM EST
Seattle, WA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 27, 09:00AM EST
Cambridge, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 26, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Atlanta, GA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
Atlanta, GA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Columbus, OH

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Columbus, OH

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 09, 09:00AM EST
New York, NY

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 08, 09:00AM EST
New York, NY

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2014, Americans held nearly $25 trillion in their retirement plans. That's "trillion" with a "t." Not only is the value of the assetsRead More
Speaking Engagements
November 17, 12:00PM EST
Saint Paul, MN

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 05, 09:00AM EST
St. Louis, MO

Positioning Your Fundraising Program for the Future of Planned Giving

Positioning Your Fundraising Program for the Future of Planned Giving
Mike Valoris presentes at the New Jersey Planned Giving Day in Woodbridge, NJ on June 6. Read More
Speaking Engagements
June 06, 03:45PM EST
Iselin, NJ

Top Techniques for Identifying Your Very Best Planned Giving Prospects

Top Techniques for Identifying Your Very Best Planned Giving Prospects
Mike Valoris presentes at the Western Regional Planned Giving Conference in Costa Mesa, CA  Read More
Speaking Engagements
June 02, 03:45PM EST
Costa Mesa, CA

The Pooled Income Fund at 45 - Consider the Possibilities

The Pooled Income Fund at 45 - Consider the Possibilities
Gary and Jeffrey present at the Planned Giving Group of New England All Day Conference. Read More
Speaking Engagements
May 13, 01:15PM EST
Boston, MA

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
April 28, 01:15PM EST
Houston, TX

Meeting State CGA Requirements

Meeting State CGA Requirements
Meeting State CGA Requirements, presented by Edie Matulka and Mike Valoris at ACGA 2016 in St. Louis, MO on April 7. Read More
Speaking Engagements
April 07, 01:30PM EST
St. Louis, MO

Minnesota Planned Giving Council

Minnesota Planned Giving Council
PG Calc will be attending the Minnesota Planned Giving Council Conference in St. Paul, MN November 15-17 Read More
Conferences
November 15, 08:30AM EST
St. Paul, MN

Planned Giving Day Philadelphia

Planned Giving Day Philadelphia
PG Calc will be attending the Planned Giving Day in Philadelphia, PA October 27. Read More
Conferences
October 27, 08:30AM EST
Philadelphia, PA

AHP Annual International Conference

AHP Annual International Conference
PG Calc will be attending the AHP Annual International Conerence in Chicago, IL October 26-29. Read More
Conferences
October 26, 08:30AM EST
Chicago, IL

The National Conference on Philanthropic Planning

The National Conference on Philanthropic Planning
PG Calc will be attending The National Conference on Philanthropic Planning in Dallas, TX October 17-19. Read More
Conferences
October 17, 08:30AM EST
Dallas, TX

Northwest Planned Giving Roundtable Annual Conference

Northwest Planned Giving Roundtable Annual Conference
PG Calc will be attending the Northwest Planned Giving Roundtable Annual Conference held in Portland, OR September 16. Read More
Conferences
September 16, 08:30AM EST
Portland, OR

Planned Giving Day of Houston

Planned Giving Day of Houston
All day planned giving meeting. Hosted by the Planned Giving Group of Houston. Houston, TX April 28. Read More
Conferences
April 28, 08:30AM EST
Houston, TX

Colorado Planned Giving Roundtable Annual Summer Symposium

Colorado Planned Giving Roundtable Annual Summer Symposium
PG Calc will be attending the Colorado Planned Giving Roundtable Annual Summer Symposium in Englewood, CO August 24-25 Read More
Conferences
August 24, 08:30AM EST
Englewood, CO

American Council on Gift Annuities

American Council on Gift Annuities
PG Calc will be attending the American Council on Gift Annuities in St. Louis, MO April 6-8.  Read More
Conferences
April 06, 08:30AM EST
St Louis, MO

International Fundraising Conference

International Fundraising Conference
PG Calc will be attending the International Fund Raising Conference in Boston, MA Read More
Conferences
March 20, 07:45AM EST
Boston, MA

Harnessing the Power of the Bequest Challenge Match

Harnessing the Power of the Bequest Challenge Match
The ACLU and EDF have both used bequest challenges with great success to raise millions of dollars in additional known bequests. Using their ownRead More
Webinars
March 31, 01:00PM EST

The Best - and Most Ignored - Source for New Planned Gifts

The Best - and Most Ignored - Source for New Planned Gifts
The best - and most ignored - source for new planned gifts exists in your own office files. How much do you know about your legacy society members'Read More
Webinars
February 25, 01:00PM EST

Gift Annuity Essentials

Gift Annuity Essentials
This Webinar will focus on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, common roles ofRead More
Webinars
January 28, 01:00PM EST

Taxation Basics for Gift Planners

Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which everyRead More
Webinars
April 28, 01:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
February 23, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
March 10, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
April 19, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
May 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
February 11, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
March 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
April 14, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
May 17, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 03, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
February 18, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 02, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
March 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 09, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
February 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
March 23, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 05, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
April 20, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 10, 10:00AM EST

Planned Giving by the Numbers

Planned Giving by the Numbers
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answerRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 20, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 29, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
April 28, 09:00AM EST
Cambridge, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
February 11, 09:00AM EST
New York, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
March 15, 09:00AM EST
Chicago, IL

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
April 06, 09:00AM EST
Boston, MA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
May 12, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
September 22, 09:00AM EST
Washington, DC

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
May 11, 09:00AM EST
Boston, MA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
April 27, 09:00AM EST
Houston, TX

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
March 14, 09:00AM EST
Chicago, IL

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
February 10, 09:00AM EST
New York, NY

Washington Planned Giving Council Planned Giving Day Conference

Washington Planned Giving Council Planned Giving Day Conference
PG Calc will be attending the Washington Planned Giving Council Planned Giving Day Conference. Read More
Conferences
May 18, 08:30AM EST
Seattle, WA

Planned Giving Group of New England All Day Conference

Planned Giving Group of New England All Day Conference
PG Calc will be attending the Planned Giving Group of New England All Day Conference in Boston, MA. Read More
Conferences
May 13, 08:30AM EST
Boston, MA

Northern Ohio Planned Giving Council Annual Conference

Northern Ohio Planned Giving Council Annual Conference
PG Calc will be attending the Northern Ohio Planned Giving Council Annual Conference in Independence, OH. Read More
Conferences
May 05, 08:30AM EST
Independence, OH

Northern California Planned Giving Conference

Northern California Planned Giving Conference
PG Calc will be attending the Northern California Planned Giving Conference in San Francisco, CA. Read More
Conferences
May 02, 08:30AM EST
San Francisco, CA

Gift Planning Council of New Jersey Annual Conference

Gift Planning Council of New Jersey Annual Conference
PG Calc will be attending the Gift Planning Council of New Jersey Annual Conference in Trenton, NJ, Read More
Conferences
June 06, 08:30AM EST
Iselin, NJ

Chicago Council on Planned Giving Annual Symposium

Chicago Council on Planned Giving Annual Symposium
PG Calc will be attending the Chicago Council on Planned Giving Annual Symposium in Chicago, IL. Read More
Conferences
June 02, 08:30AM EST
Chicago, IL

Western Regional Planned Giving Conference

Western Regional Planned Giving Conference
PG Calc will be attending the Western Regional Planned Giving Conference in Los Angeles, CA. Read More
Conferences
June 01, 08:30AM EST
Costa Mesa, CA

National Capital Gift Planning Council Planned Giving Days

National Capital Gift Planning Council Planned Giving Days
PG Calc will be attending the NCPGC Planned Giving Days in Arlington, VA. Read More
Conferences
May 26, 08:30AM EST
Arlington, VA

Planned Giving Day NYC

Planned Giving Day NYC
PG Calc will be attending the PPGGNY Planned Giving Day at NYU Read More
Conferences
May 25, 08:30AM EST
New York City, NY

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
November 15, 09:00AM EST
San Francisco, CA

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
October 21, 09:00AM EST
Dallas, TX

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This ful- day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
September 23, 09:00AM EST
Washington, DC

Planned Giving Manager Advanced

Planned Giving Manager Advanced
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates,Read More
Software Training
August 05, 09:00AM EST
Boston, MA

Pros and Cons of Email Marketing of Planned Gifts

Pros and Cons of Email Marketing of Planned Gifts
Properly marketing your planned giving program today should not be limited to print direct mail and websites. There are new media to take advantage ofRead More
Webinars
October 27, 01:00PM EST

Bequests and Simple Bequest Alternatives

Bequests and Simple Bequest Alternatives
In the majority of planned giving programs, bequest gifts account for 75%-80% of all planned gifts, and in some cases approach 100%. In addition,Read More
Webinars
November 17, 01:00PM EST

Gift Planning in a Capital Campaign

Gift Planning in a Capital Campaign
 In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies forRead More
Webinars
September 29, 01:00PM EST

Lead Trusts - What To Do and Not To Do

Lead Trusts - What To Do and Not To Do
Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits toRead More
Webinars
July 28, 01:00PM EST

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
November 14, 09:00AM EST
San Francisco, CA

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
October 20, 09:00AM EST
Dallas, TX

Seven Secrets of Successful Solicitations

Seven Secrets of Successful Solicitations
If you want a gift, you have to ask for it! But that's easier said than done: people consistently rate asking for money at the top of the list ofRead More
Webinars
August 25, 01:00PM EST

Planned Giving Manager Introductory

Planned Giving Manager Introductory
Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of yourRead More
Software Training
August 04, 09:00AM EST
Boston, MA

Gifts of Oil and Gas Interests and Other Mineral Interests

Gifts of Oil and Gas Interests and Other Mineral Interests
This presentation will provide an overview of the basic types of mineral interests and equip gift planners to effectively cultivate and close gifts ofRead More
Webinars
June 30, 01:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
November 16, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
October 18, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
September 08, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
August 23, 10:00AM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
July 07, 02:00PM EST

Bequest Manager

Bequest Manager
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers enteringRead More
Software Orientations
June 21, 10:00AM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
November 15, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
October 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
September 13, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
August 18, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
July 12, 02:00PM EST

GiftWrap

GiftWrap
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers enteringRead More
Software Orientations
June 16, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 22, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
November 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 20, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
October 06, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 20, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
September 07, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 30, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
August 11, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 26, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
July 13, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 23, 02:00PM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
June 09, 10:00AM EST

Planned Giving Manager

Planned Giving Manager
PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting upRead More
Software Orientations
May 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 30, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
November 08, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
October 04, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 21, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
September 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 24, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
August 09, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 19, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
July 06, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 22, 02:00PM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
June 07, 10:00AM EST

PGM Anywhere

PGM Anywhere
PGM Anywhere Orientations are designed to help get you and your staff up and running on our exciting new product!  This session covers how accessRead More
Software Orientations
May 25, 02:00PM EST

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the functions in GiftWrap that generate a variety of summary reports, calculations including FASB liability andRead More
Software Training
August 12, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
August 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization'sRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving
Speaking Engagements
July 13, 01:00PM EST
Amherst, MA

Pooled Income Fund Speech at PGGNE

Pooled Income Fund Speech at PGGNE
Pooled Funds are cool.   Come and hear more about them! Read More
Speaking Engagements
May 13, 01:45PM EST
Boston, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 04, 09:00AM EST
Cambridge, MA

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We are thrilled to be teaming up with Craig Wruck again in 2016 to offer his popular Fundamentals of Planned Giving course as a series of four weeklyRead More
Webinars
March 02, 09:00AM EST
CalenderList

January 2018

08
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
09
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
11
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
16
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
22
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
24
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
25
Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes
Webinars
Down
Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes
Webinars
Up

Charities like to promote charitable gift annuities as one of the simplest life income gifts - and they often are.  However, there are traps to snag even the most knowledgeable of gift officers and the cost to a donor can be considerable. This webinar will identify some of the more common mistakes that charities make when issuing and administering gift annuities, and the sometimes simple steps that can be taken to avoid the traps. Forms will be provided to minimize errors, resulting in happy (and hopefully repeat) donors.

Read More
01:00PM - 02:30PM ET

February 2018

01
Gift Planning Under the New Tax Law
Webinars
Down
Gift Planning Under the New Tax Law
Webinars
Up

The new tax law contains many changes that will affect how donors approach giving to charity.

The good news is that there are still many ways for fundraisers to make a compelling case for philanthropy. 

We are offering this important discussion of tax law changes that affect every fundraiser and every donor for free as a service to all of our clients.  Call us for details.

Read More
01:00PM - 02:30PM ET
06
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
06
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
08
Planned Giving Manager Introductory: New York, NY
Software Training
Down
Planned Giving Manager Introductory: New York, NY
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Residence Inn New York Manhattan/Times Square, 1033 Avenue of the Americas, New York, NY 10018

** Registration for this Introductory class is closed, as the class is full. Please send a message to support@pgcalc.com if you would like to be added to the wait list in case of any cancellations. (Registration is still open for the Advanced session on Feb. 9) **

Hotel rooms will be available at a discounted group rate of $149/night (one king or queen bed) or $179/night (two double beds) until December 26. Please use the following link (Book your group rate for PG Calc) or contact Marriott Reservations at 800-331-3131 to book your room.

A complimentary continental breakfast will be served.

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

09
Planned Giving Manager Advanced: New York, NY
Software Training
Down
Planned Giving Manager Advanced: New York, NY
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Residence Inn New York Manhattan/Times Square, 1033 Avenue of the Americas, New York, NY 10018

Hotel rooms will be available at a discounted group rate of $149/night (one king or queen bed) or $179/night (two double beds) until December 26. Please use the following link (Book your group rate for PG Calc) or contact Marriott Reservations at 800-331-3131 to book your room.

A complimentary continental breakfast will be served.

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

09
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
20
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
21
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
22
Donor Restrictions – What Will They Think of Next?
Webinars
Down
Donor Restrictions – What Will They Think of Next?
Webinars
Up

This session will address the issues created when donors place restrictions on their gifts. We will review the various types of restrictions donors desire, the tax issues caused by donor restrictions, and learn why some restrictions can render a gift non-deductible.  We will also discuss the impact of restrictive purpose clauses on the charity, with plenty of "real life" examples, and review a charity's options with an unworkable gift.  

Read More
01:00PM - 02:30PM ET
27
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET

March 2018

06
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
07
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
07
Gifts of Retirement Assets: Nashville, TN
Speaking Engagements
Down
Gifts of Retirement Assets: Nashville, TN
Speaking Engagements
Up

Jeff Lydenberg will be doing a presentation on "Gifts of Retirement Assets" at University Club of Nashville - Vanderbilt Campus
University Club in Nashville, Tennessee.

Read More
11:30AM CT
University Club of Nashville - Vanderbilt Campus University Club, 2402 Garland Ave, Nashville, TN 37212
14
Planned Giving Manager Introductory: Atlanta, GA
Software Training
Down
Planned Giving Manager Introductory: Atlanta, GA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Courtyard Atlanta Buckhead, 3332 Peachtree Road NE, Atlanta, GA 30326

Hotel rooms will be available at a discounted group rate of $189/night until February 23. Please contact Marriott Reservations directly at 800-604-5954 and mention the PG Calc group to book your room at this rate. 

A complimentary continental breakfast will be served.

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

15
Planned Giving Manager Advanced: Atlanta, GA
Software Training
Down
Planned Giving Manager Advanced: Atlanta, GA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Courtyard Atlanta Buckhead, 3332 Peachtree Road, Atlanta, GA 30326

Hotel rooms will be available at a discounted group rate of $189/night until February 23. Please contact Marriott Reservations directly at 800-604-5954 and mention the PG Calc group to book your room at this rate.

A complimentary continental breakfast will be served.

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

15
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
20
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
21
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
26
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
29
Working with Younger Donors
Webinars
Down
Working with Younger Donors
Webinars
Up

The average age of a gift annuitant at the time of gift is 79*. Nonetheless, there are planned giving solutions that can be attractive to donors who are still in their 50s or 60s.

Applying lessons from the latest research on donor behavior, this Webinar will present gift ideas that will appeal to America’s 76 million baby boomers. Topics will include using life income for retirement planning, easy, flexible ways to leave a bequest, and how to tap the well of non-traditional planned giving donors. Jeff will discuss a variety of case studies to illustrate these concepts in practice.

* 2013 Survey of Charitable Gift Annuities

Read More
01:00PM - 02:30PM ET

April 2018

03
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
04
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
05
Gift Planning Under the New Tax Law: Norwich, VT
Speaking Engagements
Down
Gift Planning Under the New Tax Law: Norwich, VT
Speaking Engagements
Up

Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at Montshire Museum in Norwich, Vermont on April 5th.

Read More
02:00PM ET
Montshire Museum, 1 Montshire Road, Norwich, VT 05055
10
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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.                       

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

10
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
11
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Down
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

14
AFP - 55th International Conference on Fundraising: New Orleans, LA
Conferences
Down
AFP - 55th International Conference on Fundraising: New Orleans, LA
Conferences
Up

PG Calc will be attending AFP's 2018- 55th International Conference on Fundraising in New Orleans, Louisiana from April 15th to April 17th.

Read More
April 14, 05:00PM - April 17, 03:00PM CT
New Orleans Ernest N. Morial Convention Center Halls C & D, 900 Convention Center Blvd, New Orleans, LA 70130

The conference's website has all the information you need for registration, sponsorship, location, and best hotels.

17
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
18
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
19
Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning
Webinars
Down
Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning
Webinars
Up

If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs of gift planning, then this session is for you.  Learn how to engage your major gift colleagues as "super sleuths" who can truly partner with you and your gift planning team.

Read More
01:00PM - 02:30PM ET
24
Planned Giving Manager Introductory: Seattle, WA
Software Training
Down
Planned Giving Manager Introductory: Seattle, WA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Sheraton Seattle Hotel, 1400 6th Avenue, Seattle, WA 98101

This training will be offered prior to the American Council on Gift Annuities (ACGA) Conference. 

A complimentary continental breakfast will be served.

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

24
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
25
Planned Giving Manager Advanced: Seattle, WA
Software Training
Down
Planned Giving Manager Advanced: Seattle, WA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Sheraton Seattle Hotel, 1400 6th Avenue, Seattle, WA 98101

This training will be offered prior to the American Council on Gift Annuities (ACGA) Conference.

A complimentary continental breakfast will be served.

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

25
ACGA - American Council on Gift Annuities 33rd Conference: Seattle, WA
Conferences
Down
ACGA - American Council on Gift Annuities 33rd Conference: Seattle, WA
Conferences
Up

PG Calc will be attending the American Council on Gift Annuities annual conference in Seattle, Washington from April 25th to April 27th.

Read More
April 25, 05:00PM - April 27, 12:30PM PT
Sheraton Seattle Hotel, 1400 6th Avenue, Seattle, WA 98101

May 2018

01
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
02
Planned Giving Manager Introductory: Boston, MA
Software Training
Down
Planned Giving Manager Introductory: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Courtyard Boston Downtown, 275 Tremont Street, Boston, MA 02116

Hotel rooms will be available at a discounted group rate of $299/night until April 11. Please use the following link (Book your group rate for PG Calc Software Training May) or contact Marriott Reservations at 800-321-2211 to book your room. 

A complimentary continental breakfast will be served.

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

02
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
03
Northern Ohio Charitable Gift Planners Conference: Independence, OH
Conferences
Down
Northern Ohio Charitable Gift Planners Conference: Independence, OH
Conferences
Up

PG Calc will be attending the Northern Ohio Charitable Gift Planners Conference on May 3rd in Independence, Ohio.

Read More
08:30AM - 05:00PM ET
Crowne Plaza Cleveland South, 5800 Rockside Woods Blvd., Independence, OH 44131
03
Planned Giving Manager Advanced: Boston, MA
Software Training
Down
Planned Giving Manager Advanced: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Courtyard Boston Downtown, 275 Tremont Street, Boston, MA 02116

Hotel rooms will be available at a discounted group rate of $299/night until April 11. Please use the following link (Book your group rate for PG Calc Software Training May) or contact Marriott Reservations at 800-321-2211 to book your room. 

A complimentary continental breakfast will be served.

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

04
NCPGC - Northern California Planned Giving Council 26th Annual Conference: San Francisco, CA
Conferences
Down
NCPGC - Northern California Planned Giving Council 26th Annual Conference: San Francisco, CA
Conferences
Up

PG Calc will be attending the North California Planned Giving Council's 26th Annual Conference on May 4th.

Read More
08:00AM - 05:30PM PT
The Place Hotel, 2 New Montgomery Street, San Francisco, CA 94105
04
PGGNE - Planned Giving Group of New England Annual Conference: Boston, MA
Conferences
Down
PGGNE - Planned Giving Group of New England Annual Conference: Boston, MA
Conferences
Up

PG Calc will be attending the Planned Giving Group of New England (PGGNE) Annual Conference on May 4th.

Read More
08:30AM - 04:30PM ET
Revere Hotel Boston Common, 200 Stuart Street, Boston, MA 02116
07
PPGGNY - Philanthropic Planning Group of Greater New York's Planned Giving Day: New York City, NY
Conferences
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PPGGNY - Philanthropic Planning Group of Greater New York's Planned Giving Day: New York City, NY
Conferences
Up

PG Calc will be attending the Philanthropic Planning Group of Greater New York's annual Planned Giving Day.

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08:00AM - 05:30PM ET
Convene (Times Square), 117 West 46th Street, New York City, NY 10036
10
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
15
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
16
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
21
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
24
National Capital Gift Planning Council - Planned Giving Days: Arlington, VA
Conferences
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National Capital Gift Planning Council - Planned Giving Days: Arlington, VA
Conferences
Up

PG Calc will be attending the National Capital Gift Planning Council's Planned Giving Days Conference in Arlington, VA from May 24th to May 25th.

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May 24, 08:00AM - May 25, 05:30PM ET
Arlington, VA
24
Making Sense of State Gift Annuity Regulations
Webinars
Down
Making Sense of State Gift Annuity Regulations
Webinars
Up

The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states.  But what do the requirements mean?  What does your organization actually need to do to meet them? This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offering advice on how to stay on top of ongoing obligations.

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01:00PM - 02:30PM ET
31
Los Angeles Council of Charitable Gift Planners: Costa Mesa, CA
Conferences
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Los Angeles Council of Charitable Gift Planners: Costa Mesa, CA
Conferences
Up

PG Calc will be attending the Los Angleles Council of Charitable Gift Planners Conference "The Art, Science, and Management of Gift Planning" annual conference in Costa Mesa, California from May 30th to June 1st.

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May 31, 08:00AM - June 01, 05:30PM PT
Costa Mesa, CA
31
Chicago Council on Planned Giving: Chicago, IL
Conferences
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Chicago Council on Planned Giving: Chicago, IL
Conferences
Up

PG Calc will be attending the Chicago Council on Planned Giving's annual conference on May 31st in Chicago, Illinois.

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08:00AM - 05:30PM CT
Northwestern University: Pritzker School of Law, 375 E Chicago Ave, Chicago, IL 60611

June 2018

05
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00PM ET
06
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
11
New Jersey Planned Giving Council: Iselin, NJ
Conferences
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New Jersey Planned Giving Council: Iselin, NJ
Conferences
Up

PG Calc will be attending the New Jersey Planned Giving Council's annual conference in Iselin, New Jersey on June 11th.

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08:00AM - 05:30PM ET
Iselin, NJ
12
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
19
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
20
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
21
Lead Trust School: Cambridge, MA
Software Training
Down
Lead Trust School: Cambridge, MA
Software Training
Up

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.

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09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

A laptop computer is optional for this class. Everything will be demonstrated on a projection screen, and there is more emphasis on concepts than on following along on one’s own computer.

22
Planned Giving by the Numbers: Cambridge, MA
Software Training
Down
Planned Giving by the Numbers: Cambridge, MA
Software Training
Up

Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answer the toughest prospect and advisor questions.

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09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

A laptop computer is not needed for this class.

25
Partners in Mission (ACAAP) Conference: Boston, MA
Conferences
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Partners in Mission (ACAAP) Conference: Boston, MA
Conferences
Up

PG Calc will be attending the Partners in Mission summer event in Boston, Massachusetts on June 25th.

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08:00AM - 05:30PM ET
Boston, MA
26
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
28
Taxation Basics for Gift Planners
Webinars
Down
Taxation Basics for Gift Planners
Webinars
Up

This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which every fundraiser with planned gift responsibility should be familiar.  Also learn about the various tax benefits associated with charitable gifts and the factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.

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01:00PM - 02:30PM ET

July 2018

10
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
10
Fundamentals of Planned Giving Webinar Series
Webinars
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Fundamentals of Planned Giving Webinar Series
Webinars
Up

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.

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01:00PM - 02:30PM ET
11
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
12
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
17
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
02:00PM - 03:00PM ET
18
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
23
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
02:00PM - 03:00PM ET
26
Regaining Momentum in Your Planned Giving Program
Webinars
Down
Regaining Momentum in Your Planned Giving Program
Webinars
Up

In organizations large and small, it is common for planned giving programs to plateau and even shrink. In spite of diligent work to identify and cultivate prospects, obtain new legacy society members, and close life income gifts, your results may not seem to justify your efforts. This webinar will guide you on how to assess your program's strengths and weaknesses, and based on program assessments performed by PG Calc consultants, make recommendations on how to address some common causes of underperformance. 

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01:00PM - 02:30PM ET

August 2018

07
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
08
Planned Giving Manager Introductory: Boston, MA
Software Training
Down
Planned Giving Manager Introductory: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Boston Marriott Copley Place, 110 Huntington Avenue, Boston, MA 02116

Hotel rooms will be available at a discounted group rate of $329/night until July 17. Please use the following link (https://aws.passkey.com/e/49559314) or contact Marriott Reservations at 877-901-2079 to book your room. 

A complimentary continental breakfast will be served.

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

08
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
09
Planned Giving Manager Advanced: Boston, MA
Software Training
Down
Planned Giving Manager Advanced: Boston, MA
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Boston Marriott Copley Place, 110 Huntington Avenue, Boston, MA 02116

Hotel rooms will be available at a discounted group rate of $329/night until July 17. Please use the following link (https://aws.passkey.com/e/49559314) or contact Marriott Reservations at 877-901-2079 to book your room. 

A complimentary continental breakfast will be served.

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

14
GiftWrap
Software Orientations
Down
GiftWrap
Software Orientations
Up

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…

Read More
02:00PM - 03:00PM ET
15
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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.                       

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

16
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Down
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

Read More
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

21
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
August 21, 02:00PM - September 05, 10:00AM ET
22
Colorado Planned Giving Roundtable: Denver, CO
Conferences
Down
Colorado Planned Giving Roundtable: Denver, CO
Conferences
Up

PG Calc will be attending the Colorado Planned Giving Roundtable's annual conference in Denver, Colorado from August 22nd to the 23rd.

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August 22, 08:00AM - August 23, 05:30PM CT
Denver, CO
22
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
02:00PM - 03:00PM ET
28
Bequest Manager
Software Orientations
Down
Bequest Manager
Software Orientations
Up

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.

Read More
10:00AM - 11:00AM ET
30
What to Use and When: CGAs vs. CRATs and CRUTs
Webinars
Down
What to Use and When: CGAs vs. CRATs and CRUTs
Webinars
Up

It is not uncommon for most gift officers to think immediately of a charitable gift annuities when a prospect starts talking about gifts that pay income.  In fact, major and annual gift officers may think gift annuities are the only planned gifts that pay income!

There are some situations where a charitable remainder trust or a gift annuity would both be appropriate, and there are other situations where one or the other is clearly preferable.  Some considerations include cost, assets used to fund the gift, donor preferences and familiarity, and the risk tolerance of the charitable beneficiary.
 
This Webinar will help you quickly analyze a donor situation and feel confident you are suggesting the life income gift that will be best for your charity and the donor.
Read More
01:00PM - 02:30PM ET

September 2018

04
PGM Anywhere
Software Orientations
Down
PGM Anywhere
Software Orientations
Up

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. 

Read More
10:00AM - 11:00AM ET
05
Planned Giving Manager
Software Orientations
Down
Planned Giving Manager
Software Orientations
Up

PGM Orientations will help you to become familiar with our desktop calculation and proposal software. The orientation will go through setting up organization information, will go over useful tools and frequently used menu items, and will provide…

Read More
10:00AM - 11:00AM ET
12
Planned Giving Manager Introductory: Washington, DC
Software Training
Down
Planned Giving Manager Introductory: Washington, DC
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Washington, DC

A complimentary continental breakfast will be served.

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

13
Planned Giving Manager Advanced: Washington, DC
Software Training
Down
Planned Giving Manager Advanced: Washington, DC
Software Training
Up

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.

Read More
09:00AM - 04:00PM ET
Washington, DC

A complimentary continental breakfast will be served.

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

13