From the Blog: Counting What Counts

We in planned giving must hold ourselves and our programs accountable to our organizations and our donors. Doing that requires that we count … count something, but what?

Before we delve into an integrated approach to counting planned gifts as a component of all fundraising, let us acknowledge that determining the value of a specific planned gift can be quite difficult. Significantly different values can be calculated for the same planned gift depending upon the variables and methodologies used and the purposes for which the calculations are made. There are at least three different approaches to calculating the “value” of a planned gift, each designed for a specific purpose, and each capable of producing a different value for the very same charitable contribution.

Read the blog post . . .

See You in Orlando at CGP

PG Calc is once again proud to sponsor the National Association of Charitable Gift Planners and will be attending the 2024 CGP Conference in Orlando, FL October 28-30. Come say hello to PG Calc in booths 100/200 in the Solutions Center.

You can also see PG Calc team members in these sessions:

Oct. 28 Pre-Conference Training
Gift Planning with PGM Anywhere - Advanced
Please join us before the Charitable Gift Planners conference, for in-person training on advanced topics in planned giving. This session will utilize PGM Anywhere, and attendees will leave having modeled multiple gift plans. The training is from 9:00 am to 4:00 pm at the Rosen Centre Hotel, the location for the CGP Conference. Learn more and register here.

Oct. 28, 1:00 pm Pre-Conference Session:
Gift Planning Fundamentals: Tools & Techniques
If you are new to gift planning, need a refresher, or are a development generalist, PG Calc Senior Advisor Craig Wruck will provide an overview of gift planning and the tools you need to make the most of it.

Oct. 28, 4:00 pm Hall of Fame Panel
PG Calc President Gary Pforzheimer will join Hall of Fame inductees Bruce Bigelow, Senior Partner of Charitable Development Consulting, and Angie Sosdian, Executive Director at The Nature Conservancy, on the CGP Leadership Institute Hall of Fame Panel for a Q&A.

Oct. 29, 2:00 pm Session:
Cash, Securities, or QCD? What Should Your Donor Give?
PG Calc’s Vice President of Product Management Bill Laskin and Vice President of Consulting Jeff Lydenberg will review the QCD rules when making an outright gift or funding a life income plan, as well as the rules that apply to required minimum distributions (RMDs) and the key questions you should ask your donor to help them identify the best asset for funding their gift.

See you in Orlando!

Webinar Topics for 2025 Coming Together

We are excited about the monthly webinars we are planning for 2025! Topics will include:

• When to fund a gift with cash, stock, or a QCD
• Legacy challenges
• Taxation basics for gift planners
• Early terminations and appraisals of them

Our ever-popular and free Q&A webinars will focus on:

• Gift annuity regulations and compliance
• Rules regarding dates of gift and substantiating a deduction
• The results of a planned gift marketing survey

Look for our complete webinar schedule for 2025, including dates, titles, descriptions, and presenters, in our next eRate newsletter.

PG Calc Announces 2025 Calendar of Online and In-Person Trainings

PG Calc is delighted to announce our 2025 calendar of online and in-person trainings. Recognizing how busy our clients are, we’re pleased to bring back “just in time trainings” on seasonal items, like 1099-R creation and FASB calculations.

We’re balancing those with deep dives into how charitable gift annuities, charitable remainder trusts, and charitable lead trusts can help your donors achieve their philanthropic goals. Please join us to refresh your skills or learn something new. We’re looking forward to connecting with clients virtually and IRL.

See the 2025 schedule and register for trainings here.

Making Giving Tuesday Last Forever

Since its inception in 2012, Giving Tuesday (a.k.a. National Day of Giving) has grown into a worldwide phenomenon. It occurs each year on the Tuesday following Thanksgiving when, having spent the weekend shopping and searching for the best possible deals, generous individuals are reminded to consider those in need. Giving Tuesday is a call to lift others up during a generous time of year.

Giving Tuesday is focused on current gifts, but it can also be an opportunity to suggest a charitable bequest. The rationale is straightforward: “We’re grateful for the difference you’ve made with your gift. Now I’d like to explain how your charitable bequest could create an endowment to ensure your impact goes on forever.”

Make the most of this Giving Tuesday and show your donors how they can make their impact last forever.

Checklist for Success with New CGAs and Planned Gifts

New charitable gift annuities and other planned gift types require more coordination and information than other types of gifts, but they’re almost always worth it. The biggest source of new CGAs is those donors who already have one, so it pays to manage them well.

PG Calc has developed a Checklist for Success to help you make the process easy for your donors and your organizational partners.

Best Friends Animal Society Finds the Team, Expertise, and Customer Service Set PG Calc Apart

“PG Calc has been a wonderful business partner over the years. They are always responsive to our inquiries and have helped our team build confidence with their software. We always feel supported and know where to go with our questions. They are a leader in gift administration and illustration software, but their team, expertise and customer service are really what sets them apart. Thank you for supporting our work to Save Them All.”

Learn more about the Best Friends Animal Society.

Learn about PG Calc’s legendary Client Services.