PG Calc regularly contributes to the know-how of planned giving professionals as well as to media professionals covering important issues in gift planning.
Planned Giving Today
Vice President Jeff Lydenberg contributed “Attracting Planned Gifts from Staff” to the January 2012 issue of Planned Giving Today. In this article, Jeff lays out how one can develop planned gift opportunites among employees of a not-for-profit organization. |
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Planned Giving Today
Frank Minton contributed “Bequest Telemarketing: How It’s Done and the Results Are Tracked” to the November 2011 issue of Planned Giving Today. Frank discussed current telemarketing programs, questions that you should ask before selecting a telemarketer, and considerations of focusing primarily on revocable gifts. |
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Major Gifts Report
Alison O’Carroll contributes expert advice on the power of fresh marketing to the November 2011 Major Gifts Report. “One organization I worked with saw its response more than double when it switched to a new postcard format, but by the third postcard, response rates were back to what they had been previously.” |
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Advancing Philanthropy
Gary Pforzheimer and Jeff Lydenberg contribute “Technology and Great Planned Gift Administration” to the May/June 2011 issue of Advancing Philanthropy. In this article, the technological considerations for effective planned gift administration are discussed. |
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Planned Giving Today
Bill Zook contributes “Terms of Endurement” to the May 2011 issue of Planned Giving Today. Notable quote: “…it is often safe, as well as meaningful to donors, to assure them that their planned gifts will continue to have a positive influence for years/decades/centuries to come.” |
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Bloomberg BusinessWeek
Jeff Lydenberg contributes to Ben Steverman’s “Estate Tax Changes May Crimp Charitable Giving” in Bloomberg Business Week online. In the article, Jeff provides some perspective on new rules that reduce incentives for bequests. Notable quote: "Nobody ever got rich giving their money away.” |
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NonProfit Times
Frank Minton contributes to the December 20, 2010 issue of NonProfit Times with commentary on the drop in charitable bequests, citing three likely contributing factors. Notable quote: “When there is an erosion of wealth due to stock market and real estate value declines, bequests whether charitable or non-charitable, would be affected.” |
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MPGC - The Source
Ann McPherson contributes "Social Media - Why Timing Still Matters" to Fall 2010 MPGC (Minnesota Planned Giving Council) issue of The Source. Notable quote: "While engaging in social media, whether you build your own community or join any of the many that exist, proceed only when you are confident that you've lined up the human and technical resources to do it well." |
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NonProfit Times
Frank Minton contributes expert commentary to the October 1, 2010 Non-Profit Times Special Report on bequests. Notable quote: “This year, of course, the estate tax is suspended. I don’t think that most charitable bequests are tax motivated, but tax incentives do influence behavior to some extent.” |
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Planned Giving Today
The September 2010 special issue of Planned Giving Today was dedicated to gift annuities and authored entirely by Frank Minton, referred to as “Mr. Gift Annuity” in the introduction to this publication. Topics addressed include “What is a gift annuity?,” “Taxation Matters,”“Charitable Deductions,” and more. |
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Planned Giving Today
Gary Pforzheimer and Ann McPherson contribute Part II of “The Strategic Role of eMarketing” to the August 2010 issue of Planned Giving Today. In this second half, they go into detail about the broad responsibilities that a social media program entail. Notable quote: “Engagement in the social media space… is a broad endeavor that goes well beyond simply building a page on a social site.” |
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Planned Giving Today
Edie Matulka joins Kristen Schultz in contributing “What State Regulators Say About Gift Annuity Compliance” to the July 2010 issue of Planned Giving Today. In this headline article, Edie and Kristen provide highlights from the panel discussion at the 2010 American Council on Gift Annuities (ACGA) conference.
Gary Pforzheimer and Ann McPherson contribute “The Strategic Role of eMarketing” to the July 1010 issue of Planned Giving Today in which they review the pros and cons of some of the most popular marketing tactics. Notable quote: “…no marketing method should be considered until goals are established.”
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Boston Business Journal
PG Calc was recognized by the Boston Business Journal’s (BBJ) as one of “Best Places to Work” in the Greater Boston area in 2010. The BBJ sent surveys to all Boston-based PG Calc employees with questions regarding their career satisfaction and work environment. Based on their responses, PG Calc earned a spot among only 20 firms in the Small Company category.
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The Major Gifts Report
PG Calc Marketing Consultant Ann McPherson contributes “How to Develop a Planned Giving Marketing Plan” to the March 2010 issue of The Major Gifts Report. In the article, she provides detail to support her 4 key elements to a planned giving marketing plan: 1.) establish and articulate objectives, 2.) define the strategy, 3.) execute the tactics of the program within the budget, and 4.) measure, report, and refine.
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Advancing Philanthropy
PG Calc Vice President Bill Zook contributes “Promoting Planned Gifts: Merits of the “New” and the “Tried and True” to the March/April 2010 issue of Advancing Philanthropy. Notable quote: “…all marketers must monitor their efforts closely and repeatedly to determine which methods and strategies in a given toolkit provide desirable results and which do not.”
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Planned Giving Today
Frank Minton contributes “Payback” to the October 2009 issue of Planned Giving Today in which he discusses donor-motivated philanthropy. Notable quote: “Sometimes, a gift is not motivated by a sense of obligation to a particular institution for a specific benefit but rather to the larger society for making possible the creation of wealth.”
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Journal of Gift Planning
Bill Zook presents “Preserving Your Gift Annuity Program during a Financial Meltdown” at the Partnership in Philanthropic Planning conference in 2009 and the speech is published in the 4th Quarter, 2009 issue of the Journal of Gift Planning. Notable quote: “…the better the charity is able to manage its gift annuity program, the better off both it and its annuitants will be.” |
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