Poof! Tax Concerns That Vanish with Gifts Made Upon Death
A donor who is thinking of making certain gifts during life properly needs to pay attention to various requirements to ensure he can claim an income tax charitable deduction. When the same gifts are made upon death, however, these same requirements do not apply – or at least not in the same way.

• Quick Tip: New GiftCalcs Makes Online Calculations Even Easier
• July Means FASB Liability and State Reserve Calculations
• PG Calc’s 30th Anniversary was One to Remember
• Jumpstart Your Career with Gift Planning and Administration Training
• Marketing Corner: Marketing Your Gift Annuity Program
• The University of Houston Sees Value From Custom Training Session

Quick Tip: New GiftCalcs Makes Online Calculations Even Easier
The new GiftCalcs, our planned gift calculator that you can add to your organization’s website, has many great features. One of them enables you to embed GiftCalcs on your organization’s website in a way that makes it a calculator for one specific type of planned gift.

For example, if you want to make GiftCalcs available on a web page about gift annuities, the code used to embed the calculator can specify that it only do gift annuity calculations. This approach allows GiftCalcs to display a diagram that will help a visitor understand how a gift annuity works before he or she performs a calculation. It also makes it especially easy for a visitor to do a calculation by eliminating the need to choose the type of gift.

Of course, if you want to make GiftCalcs available on a web page that is about planned gifts in general, you can embed it there in a way that lets visitors pick the type of gift they want to calculate.

You can demo the calculator here, or contact Dave Wolfe at 888-497-4970 or dwolfe@pgcalc.com for more information.

July Means FASB Liability and State Reserve Calculations
For the many non-profit organizations with a June 30 fiscal year, the arrival of July means it’s time for FASB liability and state reserve calculations. As part of the annual financial accounting process, the FASB liability amounts must be recomputed each fiscal year to estimate the total amount of future payments to be made on life income gifts. In addition, some states require annual reserve calculations for gift annuities to coincide with the organization’s fiscal year-end.

PG Calc makes these tasks much easier: for our GiftWrap clients, we can help you run the FASB liability and state reserve calculations; for our Gift Administration clients, we can run those reports for you. Just call 888-474-2252 and we’ll go over the details!

PG Calc’s 30th Anniversary was One to Remember
PG Calc has made it 30 years in business and this month we celebrated! It was wonderful to see some of our dearest clients and oldest friends. If you missed the party, you can see the highlights in this blog post.

Jumpstart Your Career with Gift Planning and Gift Administration Training
Sharpen your software skills and brush up on your gift planning knowledge with a training session from PG Calc. Whether you’re a beginner or more experienced user, you’ll learn something new.

Gift Planning with PGM
August 3-4                   Boston, MA
September 17-18        Washington, DC
October 20-21             Orlando, FL 
(Preceding PPP National Conference)
November 9-10          Los Angeles, CA

Gift Administration with GiftWrap
August 5-6                   Cambridge, MA
November 2-3              Cambridge, MA

View the full schedule >>

Marketing Corner: Marketing Your Gift Annuity Program 
Without a doubt, one of the questions our consulting clients have asked us most often the past couple of years has been, “How can I improve the results of my gift annuity program?” Now, we want to hear from you about your experience with gift annuity marketing. 

Learn more about the gift annuity survey we will be conducting.

University of Houston Sees Value From Custom Training Session
Lisa Holdeman, Assistant Vice President of Gift Planning at the University of Houston worked with PG Calc to design a custom training session for herself and two other staff members. She describes the value her organization realized from the session: 

"We asked PG Calc to provide a full day of on-site custom training. There had been some recent changes in our planned giving program and we needed a session designed specifically around our needs. PG Calc sent an instructor who was well-versed in the software and concepts, and who was able to tailor the content of the training to meet our objectives. We covered a lot of ground over the course of the day and we felt the session was well worth the time and money spent."

Learn more about the University of Houston  >>
Learn more about Custom Training from PG Calc >>