| eRate Newsletter |
August 20, 2014 |
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IRS Discount Rate: September 2.2%
The valuation rate for gifts to new pooled income funds
in 2014 is 1.4%. |
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Featured Article: Flexible Deferred Gift Annuities - Choices for the Baby Boomers
W ith average lifespans and retirement ages increasing, Baby Boomers’ finances are more uncertain than ever. This makes setting up a deferred charitable gift annuity tricky. When should payout begin?
A flexible deferred gift annuity allows the donor to postpone making the decision about when to start receiving payments. Here’s how it works.
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IN THIS ISSUE |
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QUICK TIP: Administering Flexible Deferred Gift Annuities in GiftWrap
This month’s Featured Article explains Flexible Deferred Gift Annuities from the planning point of view, but what does your gift administrator need to know?
Unlike standard and deferred gift annuities, since the payment start date is unknown, many of the gift details must be entered manually.
View the full list of steps to entering a Flexible Deferred Gift Annuity in GiftWrap.
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Russell James to Present Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us on August 28
When talking about making planned gifts to your charity, what words should you use to describe the options? Does their order matter? Should you enumerate the tax benefits? And what else should you mention?
In this month’s webinar, Russell James answers these questions using insights from his research on planned gift messaging. Russell teaches in the Department of Personal Financial Planning at Texas Tech University, where he also directs the on-campus and online graduate program in Charitable Financial Planning.
Learn more or register for the webinar >>
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Latest Version of Planned Giving for Canadians Now Available
 Planned Giving for Canadians is the comprehensive resource for development officers who want to offer Canadian donors a full range of giving options. Revised annually by PG Calc Senior Advisor Frank Minton, this e-book is valuable for gift planners on both sides of the border, particularly those affiliated with U.S. colleges and universities. The 2014 revision incorporates changes proposed in the 2014 Federal Budget – most importantly, the added flexibility in claiming tax credits for charitable bequests, effective in 2016. It also contains new material on marketing and the practice of planned giving.
This e-book is included as a membership benefit for Canadian Association of Gift Planning (CAGP) members. The latest update was sent on August 15 to those clients who receive access directly from PG Calc.
Learn more >>
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MARKETING CORNER: On Planned Giving and Facebook
With all the fervor around social media, many charities are wondering how they might put social platforms to work in their fundraising strategies. Our answer is simple: they shouldn’t. And there’s research to back it up.
Get the facts straight in this month's marketing corner.
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Sage Colleges' Investment in Software Training Pays Off
Melissa K. Komora, Vice-President of Institutional Advancement at The Sage Colleges had this to say about a recent software training she and a colleague attended:
The Planned Giving Manager (PGM) Introductory training was terrifically structured and well worth the investment. The instructor was very personable, as well as knowledgeable from the basics to the more the complex, and very patient with all of our questions. Training dollars are hard to come by these days as non-profit organizations tighten their budgets.
The investment that The Sage Colleges made for myself and my Sr. Director of Leadership Gifts to attend the Introductory training has paid off many times over, whether in having easy-to-use templates readily available or in avoiding paperwork delays, as we now know where to go in the software to get what we need to complete the gift. We also came away with some innovative ideas on using the software in gift illustration presentations.
To realize the full benefit of having the PGM software in your office, I highly recommend the PGM Introductory training from PG Calc!
Learn more about The Sage Colleges >>
Learn more about our software trainings >>
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