Software Training

PG Calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving.

The courses are taught by highly experienced PG Calc staff members, many of whom have had previous experience doing what you do now – raising money for charitable organizations. They understand from firsthand experience the kind of learning that can be most helpful to you in the execution of your gift planning responsibilities.

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Learn more about group training:

Lead Trust School (ONLINE)

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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PGM Anywhere and Gift Annuities (ONLINE)

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.

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PGM Anywhere and Charitable Remainder Trusts (ONLINE)

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

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GiftWrap Fundamentals (ONLINE)

This is new ONLINE class. This class introduces students to fundamental 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.

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GiftWrap Advanced Reporting (ONLINE)

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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PGM to PGM Anywhere - FREE! (ONLINE)

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

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When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE! (ONLINE)

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient.

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January 2026

Thu 01/08

When the IRS Needs your 1099s: GiftWrap Steps to Filing Success – FREE! (ONLINE) Software Training

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. In previous years, charities had the option of providing the IRS with up to 249 paper copies of the forms, but now, charities generating more than 9 of these forms MUST transmit the information electronically. We’ll show you how to handle that electronic filing process quickly and easily.

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Thursday, January 08, 02:00 PM-03:30 PM ET

Mon 01/26-Tue 01/27

GiftWrap Fundamentals (ONLINE 6 hours over 2 days) Software Training

This new 2 day (6 hours) ONLINE class 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.

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Who can benefit from this class?

This class is geared for new users as well as those with experience but no formal GiftWrap training. The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly. A brief overview of other gift types will be included. Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.

Topics Covered:

Overview of GiftWrap functionality and structure
Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
Understanding the Record Death function and its effect on data and reporting
Payments and Taxes
Reporting

Schedule for the Day

The session runs from 1:00pm to 4:00pm ET on Wednesday, March 23 and Thursday, March 24. There will be a short break at 2:30pm 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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Monday, January 26, 01:00 PM-04:00 PM IST
Tuesday, January 27, 01:00 PM-04:00 PM IST

ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day)

Cost is $295 per attendee. Registrants will receive login information prior to the training.

July 2026

Wed 07/22-Thu 07/23

Planned Giving by the Numbers (ONLINE 6 hours over 2 days) Software Training

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

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Who can benefit from this class?
This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other technical aspects of common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed. Advance preparation for the course is not necessary.

Topics Covered:
Over the course of two days, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds:

Explore the logic underlying charitable deduction calculations and the taxation of gift annuities
Examine the influence of the IRS discount rate on different gift plans
Review the fundamentals of remainder trust taxation
Highlight the components of FASB liability and gift annuity reserve computations
Clarify the distinctions between income taxes and transfer taxes
Understand the calculations for gifts of income interest
Explain the 5% probability of exhaustion test and the 10% minimum charitable remainder test

Schedule for the Day

The session runs from 1:00pm to 4:00pm ET on Tuesday, July 27 and Wednesday, July 28. There will be a short break at 2:30pm 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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Wednesday, July 22, 01:00 PM-04:00 PM ET
Thursday, July 23, 01:00 PM-04:00 PM ET

Online (Note: class will be from 1:00pm - 4:00pm ET each day)

Cost is $295 per attendee. Registrants will receive login information prior to the training.

September 2026

Wed 09/09-Wed 09/09

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days) Software Training

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

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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
Charitable Remainder Trusts – Regular, Net Income, Net Income with Makeup, and FLIP Unitrusts plus Annuity Trusts
Create Proposals and Projections

Schedule for the Day

The session runs from 1:00pm to 3:00pm ET on Tuesday, February 15 and Wednesday, February 16. 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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Wednesday, September 09, 01:00 PM-10, 03:00 PM ET
Wednesday, September 09, 01:00 PM-10, 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.

November 2026

Wed 11/18-Thu 11/19

GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days) Software Training

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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, April 13 and Thursday, April 14. 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, November 18, 01:00 PM-03:00 PM ET
Thursday, November 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.