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:
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.
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:
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
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.
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:
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
