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
- Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Trusts
- Create Proposals and Projection
