Year End Giving Messaging
With Labor Day just behind us, it’s time to start thinking about year-end giving. Most charities see a significant uptick in giving as December 31 approaches. How can planned giving programs capitalize on year-end giving activity? And what should your message to donors be? Find out in this month’s featured article.

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• Quick Tip: Customize the Values in Your Website's Sample Annuity Rate Tables
• Marketing Corner: 20 Ideas for Marketing CGAs
• Gift Annuity Analysis and Projection Service
• Planned Giving Fundamentals Training with Craig Wruck Offered by PGGNE and Sponsored by PG Calc
• Why Attend One of PG Calc’s Training Sessions?
• This October, PG Calc is on the Road
• Goshen College Enthusiastically Upgrades to Our New Gift Calculator

Quick Tip: Customize the Values in Your Website's Sample Annuity Rate Tables 
PG Calc’s Marketing Services websites come with ready-to-use Sample Annuity Rate tables, which help show the benefits of a gift annuity. Like most things with our Marketing Services, you can customize everything in this table.

There are a number of reasons you might want to do this. For example, you may want to match the sample Gift Amount to your organization’s minimum gift amount. Or, you may wish to change the examples for Age or Years Deferred in a DCGA table, to appeal to a certain cohort of donors.

Here’s how to update the values:

1. Log in to your website and go to the Variables section of the toolbar. Then, navigate to the Calculated Tables tab.
2. Type your desired gift amount and age in to the corresponding fields. 
3. After you’re finished making your changes, hit SAVE. The Payment Rate, Annuity, and Deduction amounts shown in the table will automatically recalculate.

Feel free to update these assumptions as frequently as you want -- or just ask us to do it for you. But remember, the custom table updates automatically as rates change, so the calculations will always be accurate!

Contact Andrew Palmer at apalmer@pgcalc.com or call 888-497-4970 to see a demo of our Marketing Services websites.

Marketing Corner: 20 Ideas for Marketing CGAs
This summer we asked over 340 organizations about how they market CGAs. Our survey gave us some interesting insights into the specific marketing tactics planned giving officers are using.

Read on to learn how your fellow marketers have been promoting CGAs. 

Gift Annuity Analysis and Projection Service
How profitable is your gift annuity program? Let us help you find out.

PG Calc can create a detailed written analysis of your gift annuities that includes projected residua and payment cash flows. Results are presented both in aggregate and at the individual contract level.

Statistics include ages, gift amounts, gift dates,and payout rates. Also, the projected termination year and amount is calculated for each annuity under several return assumptions. Problem annuities are identified and analyzed. Gift parameters are analyzed and remediation strategies are recommended. A phone consultation to review the results is included.

If you'd like to request a gift annuity analysis, please contact Ellen Rakatansky at erakatansky@pgcalc.com or 617-497-4970 ext. 1205.

Planned Giving Fundamentals Training with Craig Wruck Offered by PGGNE and Sponsored by PG Calc

Learn or refresh your knowledge of the fundamentals of planned giving with a nationally-recognized expert, Craig Wruck, Vice President of University Advancement at Humboldt State University. Course participants will receive an overview of charitable gift planning basics, including the tax aspects of outright contributions and planned giving techniques.

Space is limited, and this class always sells out, so be sure to secure your spot early! Register now >

Who should attend this session?

• Those new to the field of planned giving
• Major gift officers who need a working knowledge of planned giving
• Annual gift officers who deal with important volunteers
• Development generalists
• Staff who support the planned giving efforts of your institution

Details

• Course Name: Planned Giving Fundamentals
• Location: Harvard University, Cambridge, MA
• Date: Tuesday, October 27th
• Time: 10 am – 5 pm
  
  

Why Attend One of PG Calc’s Training Sessions?
It can take years to become familiar with the myriad of concepts and layers of details of planned giving: complex tax calculations, IRS tables, legal limitations, industry standards, and so on.

But if you’re new to planned giving, don’t be intimated – we’re here to help. You can benefit from PG Calc's seasoned instructors years of expertise. PG Calc offers specialized training sessions, both on the gift planning side and the gift administration side.

Our training sessions focus on how to use the software applications to carry out specific activities most effectively and efficiently. We also know how to make this stuff interesting; our sessions tend to be exchanges of comments and questions between planned giving colleagues at organizations and companies across the country. In fact, our attendees are frequently surprised at how much fun they have – we encourage you to come and give us a try!

View the full training schedule >>

This October, PG Calc is on the Road
Our travel schedule is full next month! We’ll be soaking up the sunshine in Florida while attending the Association of Healthcare Philanthropy’s International Conference (AHP). And we’ll be back in Orlando again at the end of the month for the National Conference on Philanthropic Planning (NCPP). 

We’re proud to have been exhibiting at NCPP for more than 20 years. This year, we’re sending 10 representatives from PG Calc, so make sure you stop by the booth to say hi and get a t-shirt!

Our Travel Schedule:
AHP International Conference - September 30 - October 3
NCPP – October 21 - 23
Philadelphia Planned Giving Day - October 29

Goshen College Enthusiastically Upgrades to Our New Gift Calculator
We recently made a significant upgrade to GiftCalcs.

GiftCalcs is a web-based, interactive calculator that provides deduction calculations for all of the planned gift types that your organization accepts. Integrated with your website, GiftCalcs lets you brand the calculator, customize the look and feel of the calculator, and add content that specifically reflects your organization’s mission.

Roger Nafziger, Director of Gift Planning at Goshen College told us:

"We are excited to incorporate PG Calc’s new gift calculator into our planned giving website. It provides our donors with a fast and accurate way to visualize the benefits of a planned gift, especially how the gift can help themselves while helping our organization. 

The input is easy and intuitive, and the output is clear and visually attractive – a nice enhancement of the previous calculator!”

Learn more about Goshen College  >>
See the new GiftCalcs for yourself  >>