PGM 7.2 Released. Planned Giving Manager 7.2 includes tax tables updated with 2015 indexing for inflation, as well as a handful of enhancements and bug fixes. An email with the download link for PGM 7.2 was sent to all active PGM clients on February 18. Please contact Client Services for more information.
Deferred Gift Annuities: They Don't Make 'Em Like They Used To.. It doesn’t seem right that a deferred gift annuity written now would pay less than a deferred gift annuity written many years ago for the very same donor or donors. Yet, it may actually be correct. We need to dig into the details to understand this confusing phenomenon. LEARN MORE >>
Updated Gift Annuity Manual Now Available. The latest version of Charitable Gift Annuities: The Complete Resource Manual in its print format is being readied for shipment. For 15 years now, charities, advisors, and financial institutions have turned to this comprehensive work as a reliable source of information and ideas regarding all aspects of gift annuities. LEARN MORE >>