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. 

October 2023

Wed 10/04-Thu 10/05

PG Calc will be joining the Annual Conference & Brisk Walk 2023.

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PG Calc will be joining the Annual Conference & Brisk Walk 2023.

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Wednesday, October 04, 07:30 AM-04:30 PM CT
Thursday, October 05, 07:30 AM-04:30 PM CT
Minneapolis Institute of Art, 2400 Third Ave. South, Minneapolis, MN, 55404
Wed 10/04

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

Learn More

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

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Wednesday, October 04, 02:00 PM-03:00 PM ET
Thu 10/05

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

Learn More

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

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Thursday, October 05, 01:00 PM-02:30 PM ET
Thu 10/12

Join PG Calc at the Washington Planned Giving Council's (WPGC) Annual Planned Giving Day, on Thursday, October 12th.

PG Calc's Senior Consultant, Edie Matulka, will be attending and presenting.

Learn More

Join PG Calc at the Washington Planned Giving Council's (WPGC) Annual Planned Giving Day, on Thursday, October 12th. PG Calc's Senior Consultant, Edie Matulka, will be attending and presenting.

 

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Thursday, October 12, 08:00 AM-04:00 PM PT
Mercer Island, WA, 98040
Thu 10/12

PG Calc will be attending WPGC's 2023 Annual Planned Giving Day in at the Mercer Island Community Center

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PG Calc will be attending WPGC's 2023 Annual Planned Giving Day in at the Mercer Island Community Center
on October 12th. PG Calc's Senior Consultant, Edie Matulka, will be speaking at this event. 

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Thursday, October 12, 08:00 AM-05:30 PM PT
Mercer Island, WA, 98040
Thu 10/12

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

Learn More

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

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Thursday, October 12, 02:00 PM-03:00 PM ET
Wed 10/18-Thu 10/19

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

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

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

Schedule for the Day

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

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

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Wednesday, October 18, 01:00 PM-03:00 PM ET
Thursday, October 19, 01:00 PM-03:00 PM ET
ONLINE (Note: class will be from 1:00pm - 3:00pm ET each day)

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

Tue 10/24

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

Learn More

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

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Tuesday, October 24, 10:00 AM-11:00 AM ET
Wed 10/25

PG Calc will be attending the 2023 Planned Giving Day Conference in Philadelphia.

Learn More

PG Calc will be attending the 2023 Planned Giving Day Conference in Philadelphia.

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Wednesday, October 25, 08:00 AM-05:30 PM ET
The Inn at Villanova University, 601 County Line Road, 601 County Line Road, Wayne, PA, 19087
Wed 10/25

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

Learn More

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

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

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Wednesday, October 25, 02:00 PM-03:00 PM ET
Thu 10/26

Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue.

Learn More

Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue. 

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Thursday, October 26, 01:00 PM-02:00 PM ET
Tue 10/31

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

Learn More

Who can benefit from this class?

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

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities - Immediate and Deferred
  • Create Basic Gift Annuity Proposals
  • NEW: QCD to fund CGA (Legacy IRA Act)
  • Introduction to Charitable Remainder Trusts
  • Create Trust Proposals

Schedule for the Day

  • The session runs from 9:00 am to 4:00 pm.
  • Two 15-minute breaks, morning and afternoon, with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:45 am so that the session may begin on time.

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

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

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Tuesday, October 31, 09:00 AM-04:00 PM CT

Chicago Marriott Downtown Magnificent Mile, 540 N Michigan Avenue, Chicago, IL 60611, 312-836-0100

This class will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference taking place Nov. 1-3. 

COVID Policy: TBD

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

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November 2023

Wed 11/01

Join PG Calc at the National Association of Charitable Gift Planners National Conference, on November 1st - 3rd.
PG Calc's Senior Consultant, Craig Wruck, will be attending and presenting Gift Planning Fundamentals: Tools & Techniques prior to the conference.

Learn More

Join PG Calc at the National Association of Charitable Gift Planners National Conference, on November 1st - 3rd.PG Calc's Senior Consultant, Craig Wruck, will be attending and presenting Gift Planning Fundamentals: Tools & Techniques prior to the conference.

 

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Wednesday, November 01, 08:00 AM-03, 04:00 PM CT
Chicago, IL, 60611
Wed 11/01

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

Learn More

Who can benefit from this class?


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

Topics Covered:

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

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

Schedule for the Day

  • The session runs from 9:00 am to 4:00 pm.
  • Two 15-minute breaks, morning and afternoon, with an hour for lunch on your own at noon.
  • Continental breakfast will be provided before the start of the session and refreshments during breaks.
  • Please be in the room by 8:45 am so that the session may begin on time.

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

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

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Wednesday, November 01, 09:00 AM-04:00 PM CT

Chicago Marriott Downtown Magnificent Mile, 540 N Michigan Avenue, Chicago, IL 60611, 312-836-0100

This class will be offered prior to the National Association of Charitable Gift Planners (CGP) Conference taking place Nov. 1-3. 

COVID Policy: TBD

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

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Wed 11/01-Fri 11/03

PG Calc will be sponsoring the National Association of Charitable Gift Planners National Conference.

Learn More

PG Calc will be sponsoring the National Association of Charitable Gift Planners National Conference.

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Wednesday, November 01, 12:00 PM-09:00 PM CT
Thursday, November 02, 07:30 AM-05:00 PM CT
Friday, November 03, 07:30 AM-02:00 PM CT
Chicago Marriott Magnificent Mile, 2540 North Michigan Ave, Chicago, IL, 60611
Thu 11/02

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

Learn More

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

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Thursday, November 02, 02:00 PM-03:00 PM ET
Thu 11/09

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

Learn More

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

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Thursday, November 09, 01:00 PM-02:30 PM ET
Thu 11/09

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

Learn More

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

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Thursday, November 09, 02:00 PM-03:00 PM ET
Tue 11/14-Wed 11/15

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

Learn More

Who can benefit from this class?

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

Topics Covered:

  • Introduction to PGM Anywhere
  • Gift Annuities – Immediate, Deferred and Flexible Deferred
  • Create Gift Annuity Proposals and Agreements
  • NEW: QCD to fund CGA (Legacy IRA Act)

Schedule for the Day

  • The session runs from 1:00pm to 3:00pm ET on Tuesday, November 14 and Wednesday, November 15. There will be a short break at 2:00pm on each day.
  • Please sign in by 12:50pm ET so that the session may begin on time.

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

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Tuesday, November 14, 01:00 PM-03:00 PM ET
Wednesday, November 15, 01:00 PM-03:00 PM ET
Online (Note: class will be from 1:00pm - 3:00pm ET each day)

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

Thu 11/16

Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.

Learn More

Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.

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Thursday, November 16, 01:00 PM-02:00 PM ET
Tue 11/21

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

Learn More

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

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Tuesday, November 21, 10:00 AM-11:00 AM ET
Thu 11/30

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

Learn More

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

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

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Thursday, November 30, 02:00 PM-03:00 PM ET

December 2023

Tue 12/05

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

Learn More

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

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Tuesday, December 05, 02:00 PM-03:00 PM ET
Thu 12/07

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

Learn More

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

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Thursday, December 07, 01:00 PM-02:30 PM ET
Thu 12/14

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

Learn More

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

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Thursday, December 14, 01:00 PM-02:00 PM ET

May 2024

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

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

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

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

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Wednesday, May 01, 10:45 AM-12:00 PM ET