FEATURED ARTICLE: Pity the Poor Pooled Income Fund

The Pooled Income Fund is becoming an increasingly unpopular gift arrangement. Given the significant work involved in the administration and tax reporting, and the comparably modest payouts to beneficiaries, many charities are considering closing out their PIFs. What are the different options available to the charity with a struggling Pooled Income Fund?  And are there valid reasons to consider sustaining that poorly performing PIF?

• PGM Anywhere Released 
• QUICK TIP: Email Presentations from PGM Anywhere
• Sweet Treats From PG Calc
• 2015 Live Software Training Schedule Now Available
• Introducing GiftCalcs 2.0
• Dominican Friars Gets Results from Customized Mailing

PGM Anywhere Released 

Thirty years ago, we brought powerful gift planning software to your desktop with Planned Giving Manager (PGM). Now, you can take that power with you wherever you go. Whether you're a current PGM client or a new PGM buyer, you get PGM Anywhere too!

PGM Anywhere does not replace the full functionality of the desktop software, but with gift planning on your tablet, you will enjoy more flexibility when on the go. And PGM Anywhere’s elegant graphics and easy to navigate interface make it ideal for presenting in front of a donor.

See for yourself! Request a free trial of PGM Anywhere. Current clients may sign up for your login credentials

* For clients with more than one user, we sent an email on October 9 to the primary contact listed in our records inviting them to sign up. This contact will be able to set up user accounts for additional users based on your organization’s current licensing. Stay tuned for a follow-up email early next week with further instructions for additional users.

QUICK TIP: Email presentations from PGM Anywhere

PG Calc’s new planned giving software for your tablet comes with many great features. One we know you’ll love is the ability to email a PDF of your current presentations directly from the software. It couldn’t be easier to refine a proposal on your tablet while sitting with a donor, and then send the donor a copy, right then and there!

1. Tap Results to view your presentations.
2. Tap   in the Results Toolbar to open an email window with your presentations attached.
3. Enter the email addresses for your recipient and anyone you want to copy.
4. Edit the subject line, email message, and attachment file name as desired.
5. Tap Send!

Sweet Treats From PG Calc

To coincide with the five suggested packages of our Marketing Services offerings, we handed out 5-Flavor Lifesavers at this year’s National Conference on Philanthropic Planning.

If you missed us at the conference, you can still learn more about PG Calc’s ‘lifesaving’ Marketing Services on our website.

2015 Live Software Training Schedule Now Available
Regularly attending trainings will keep your skills fresh and your knowledge current with the latest planned giving trends. PG Calc offers a variety of group trainings to support planned giving programs. Taught by our experienced staff members, the courses mix practical advice and theoretical insights applicable to your professional responsibilities. View the full schedule >>>

Introducing GiftCalcs 2.0

PG Calc is introducing a new version of our GiftCalcs interactive calculator, GiftCalcs 2.0, a re-architected version of our industry-leading, Web-based gift calculation tool. With its enhanced usability, flexibility and power, GiftCalcs 2.0 will be an indispensable tool in your planned giving marketing program.    

GiftCalcs 2.0 provides deduction calculations to online donor prospects for all types of planned gifts. The calculator gives prospects an interactive, real-time way to explore gift benefits, helping them become comfortable with the concepts of planned giving, and moving them closer to making a gift. GiftCalcs 2.0 integrates seamlessly with your planned giving website, faithfully reflecting the look and feel, and identity of your site. You have complete control over the way in which GiftCalcs 2.0 is presented on your website through our user-friendly administration tools. With each use, GiftCalcs 2.0 emails you calculation information, and records each use for reporting purposes. GiftCalcs 2.0 is available on a stand-alone basis and is included in most Marketing Services packages.

If you are new to GiftCalcs, please go to our website for detailed feature information, as well as our free trial offer.

With the introduction of GiftCalcs 2.0, PG Calc offers existing GiftCalcs customers the opportunity to upgrade at no cost. When you contact PG Calc, we will work with you to select a migration date to upgrade your current GiftCalcs calculator to GiftCalcs 2.0. The process is simple, fast, and customized for your specific implementation. We will be taking requests to reserve migration dates. Look for a notification from PG Calc about scheduling your migration later this month.

Dominican Friars Gets Results from Customized Mailing

Diana Kilarjian, Director of Planned Giving at Dominican Friars, decided to do a mailing with our BatchCalcs service last fall. Using BatchCalcs, she customized the message to each prospective donor, sending him or her an estimated gift income and charitable deduction based on a proposed gift. She had this to say about the response:

We did our first mailing with BatchCalcs last November 2013. We decided to test a small group (about 5,000) of our current donors, age 70 and above. The response was excellent – with a 25% conversion rate of those that responded – we closed a number of annuities from that mailing. We were so pleased with the results that we’re currently preparing to do a second BatchCalcs mailing, this time to double the amount of donors! 

Learn more about Dominican Friars >>
Learn more about BatchCalcs >>