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.
PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere. This session covers how to access and customize the software as well as how to produce a gift illustration.
PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors, as well as an overview of GiftWrap's extensive reporting capabilities.
GiftWrap Orientations provide an introduction to the principal functions of our planned gift administration software. The session covers entering gifts and linking them to donors, beneficiaries, and advisors. An overview of GiftWrap's extensive reporting includes a look at summaries, projected remainder amounts, FASB liabilities, and CGA state compliance. We touch upon handling payments, producing 1099-Rs, and updating market values. This overview helps you understand which GiftWrap functions are most useful for your program and gets you started using GiftWrap.
PGM Anywhere Orientations are designed to help get you and your staff up and running on PGM Anywhere. This session covers how to access and customize the software as well as how to produce a gift illustration.
PGM Anywhere Orientations provide an introduction to the principal functions of our web-based gift planning software. We’ll cover how to access PGM Anywhere from a supported web browser, how to enter organization information, set up user accounts, and customize the software. In addition, you’ll learn how to create a charitable gift annuity illustration. Sign up now so that you can begin using PGM Anywhere.
Sometimes a gift annuitant doesn’t need their gift annuity payments anymore. Or the income beneficiary of a shrinking charitable remainder trust wants to preserve its principal for a charity they love. Or the life tenant of a retained life estate is ready to move out of their home. With split interest charitable gifts, if all parties agree, the arrangement can be terminated at any point in time. In many cases, the person giving up the benefit will be entitled to an additional charitable tax deduction.
In this webinar, Jeffrey Frye and Amy Brown from our Client Services team will review situations where a life income beneficiary or a life tenant may want to terminate their interest. They will discuss the steps involved in terminating a split interest gift, as well as how to compute the value of the benefit that is being relinquished and the potential for a tax deduction.
Sometimes a gift annuitant doesn’t need their gift annuity payments anymore. Or the income beneficiary of a shrinking charitable remainder trust wants to preserve its principal for a charity they love. Or the life tenant of a retained life estate is ready to move out of their home. With split interest charitable gifts, if all parties agree, the arrangement can be terminated at any point in time. In many cases, the person giving up the benefit will be entitled to an additional charitable tax deduction.
In this webinar, Jeffrey Frye and Amy Brown from our Client Services team will review situations where a life income beneficiary or a life tenant may want to terminate their interest. They will discuss the steps involved in terminating a split interest gift, as well as how to compute the value of the benefit that is being relinquished and the potential for a tax deduction.
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.
Bequest Manager Orientations provide an introduction to the principal functions of our bequest administration database. The session covers entering different types of bequests, associating them with donors and advisors, and tracking bequest gifts from intention through final distribution.
An overview of Bequest Manager's extensive reporting includes a look at summaries, transactions, projected values for future gifts, and expected distributions reports. This orientation helps you understand which Bequest Manager functions are most useful for your program and gets you started using Bequest Manager.
Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.
