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.
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.
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.
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.
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:
Schedule for the Day
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $295 per attendee. Registrants will receive login information prior to the training.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.
Session Dates
All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.
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.
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.
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:
Schedule for the Day
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
Cost is $295 per attendee. Registrants will receive login information prior to the training.
Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, we will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Our 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, you will also learn about the tax benefits associated with charitable gifts and factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.
Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, we will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Our 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, you will also learn about the tax benefits associated with charitable gifts and factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.
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.
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.
In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.
In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.
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 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
For information on cancellation policies, please contact Jen Wickham at 888-474-2252.
Cost is $195 per attendee. Registrants will receive login information prior to the training.
