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PG Calc regularly contributes to the know-how of planned giving professionals as well as to media professionals covering important issues in gift planning.

Editors looking for expert contribution to articles?  Contact us.

Recent publications include:

Pittsburgh Tribune-Review
Jeff Lydenberg was quoted in the Pittsburgh Tribune-Review in January 2013, having contributed commentary on the American Taxpayer Relief Act of 2012. Jeff’s perspective is valued as a planned giving consultant for PG Calc as well as Chair of the Partnership for Philanthropic Planning (PPP).

TribLive

Planned Giving Today
Vice President Bill Laskin contributed “Alternative Lead Trusts: The Step and Shark Fin” to the December 2012 issue of Planned Giving Today.

Planned Giving Today

Planned Giving Today
Former PG Calc Senior Advisor and Planned Giving Today Editorial Advisory Board member Frank Minton examines the financial impact of potential tax reform related to the charitable deduction and how changes might affect planned giving, and argues against basing tax policy on mere efficiency.

Planned Giving Today

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.

Planned Giving Today

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.

Planned Giving Today

Major Gifts Report
Alison O’Carroll contributed 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.”

Major Gifts Report

Advancing Philanthropy
Gary Pforzheimer and Jeff Lydenberg contributed “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.

Advancing Philanthropy
Planned Giving Today
Bill Zook contributed “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.”
Planned Giving Today

Bloomberg BusinessWeek
Jeff Lydenberg contributed 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.”

Bloomberg Business Week
NonProfit Times
Frank Minton contributed 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.”   
Non Profit Times
MPGC - The Source
Ann McPherson contributed "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."
MPGC
NonProfit Times
Frank Minton contributed 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.”
The NonProfit Times

 

Media/Publishing Contact Todd Randolph
Director of Marketing Cambridge, MA 02138
888-497-4970 trandolph@pgcalc.com


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