Limited Time Offer: Sign up for PG Calc Marketing Services and Get PGM for Free!
PG Calc is offering to waive your primary copy PGM annual service fee if you sign up for PG Calc's Marketing Services.
This is a limited time offer and is worth $695. Call 888-497-4970 for details.
If you are not a PGM client, become one today by getting a free primary copy of PGM, worth $2,000, if you sign up for PG Calc's Marketing Services. PG Calc Marketing Services is a multi-channel, fully customizable suite of direct and online marketing tools and services. Find more donors with PG Calc Marketing Services. Call 888-497-4970 for details.
PG Calc Conference Attendance in May
Northern Ohio Planned Giving Council
May 5, 2016
Planned Giving Group of New England All Day Conference
May 13, 2016
Washington Planned Giving Council
May 18, 2016
Planned Giving Day in New York
May 25, 2016
National Capital Gift Planning Council
May 26-27, 2016
Stop by and visit us in the exhibitor area!
Latest PG Calc Releases
GiftWrap 4.28 and Bequest Manager 1.8 were released on April 15, 2016. These updates include the availability of the 2012 IAR mortality table for GiftWrap and Bequest Manager reports, and high priority bug fixes.
Permanent IRA Charitable Rollover Signed Into Law
The IRA charitable rollover legislation passed by Congress has been signed by the President. This law extends the IRA charitable rollover retroactively for 2015 and makes it permanent with no expiration date for future years. The legislation is part of a larger package on other tax extenders and the budget.
To take advantage of the extension for 2015, donors need to arrange a direct transfer from their IRA to an eligible charity by December 31 to count against their required minimum distribution for 2015. Direct transfers from IRAs to an eligible charity made earlier in 2015 in anticipation of the IRA charitable rollover being extended will also count. To qualify, the IRA owner must be age 70½ or older. In addition, the annual limit is $100,000, and donor-advised funds and supporting organizations are not eligible recipients.
As the IRA charitable rollover now has no expiration date, donors will have the ability to plan their IRA required minimum distributions with the knowledge that the charitable IRA rollover is available.
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What You Need To Know About IRAs and The “Charitable Rollover”. In this featured article, we dicuss the basics of IRAs, the types of gifts that can be made from IRAs, and what you need to know about the charitable IRA rollover.
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2016 Webinar Registration Now Open. Each month in 2016, PG Calc experts and carefully selected guest presenters will be delivering webinars that convey the most up-to-date knowledge and insights on important gift planning topics.
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