Evaluating Your Planned Giving Program. Join us on February 25 to discuss the many aspects of conducting a helpful assessment of your gift planning program. Session material will be based on our experience performing both formal audits and informal analyses of dozens of gift planning programs. READ MORE >>
The Charitable Installment Bargain Sale. A bargain sale is a sale of property to charity for less than the property’s fair market value. Why would a donor do such a thing? Why would a charity consider a bargain sale? READ MORE >>
Charitable Gift Annuities: The Complete Resource Manual. Updated for 2009 year-end release. Includes revised guidance on gift annuity program management, updated prototype materials, comprehensive state-specific revisions, and more. READ MORE >>
PG Calc Partners with CPC and Kallina & Associates, LLC. Stay current on the latest topics in planned giving with updates on current events and expert commentary, delivered via customized newsletter and website.
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