Publications
PG Calc has been serving the needs of planned giving professionals for well over 20 years now, and during the course of that time, we’ve built up a considerable reservoir of intellectual capital regarding the planned giving process.
There are various ways we share the insights we’ve developed with the planned giving community, not the least of them being two extensive reference works that draw upon the considerable experience and knowledge of people who are among the nation’s leading experts on planned giving and gift annuities, Frank Minton, Ph.D., J. William Zook, Jr., J.D., and Edith Matulka, J.D.
First published almost a decade ago, Charitable Gift Annuities: The Complete Resource Manual has become a must-have publication for charities and advisors who deal with gift annuities. Whether your organization has been issuing annuities for years or is just getting started, consider this your guide to a first-rate gift annuity program. You’ll use its wealth of content on a daily basis.
Many U.S. charities – especially colleges and universities – are the beneficiaries of planned gifts made by their Canadian supporters. Since 1994, the leading resource for those interested in gift planning north of the border has been Planned Giving for Canadians by Frank Minton. Revised by Dr. Minton in 2007, the third edition of this authoritative work not only delves into the details of Canadian tax law, but also offers a wealth of guidance that’s useful in working with planned giving donors and prospects on either side of the border.
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"We have just 'converted' to using PGM's gift annuity contracts (with one slight addition), and I am delighted! Using what has already been thoughtfully and thoroughly researched AND automated makes the most sense going forward. Only with PG Calc!"
Diane H. Forbes
Associate Director of Planned Giving
Brown University
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