Seminars

PG Calc’s staff members are among the most trusted names in planned giving, and that’s because they are recognized experts in the field. Developed and conducted by these experts, our seminars are focused on compiling our knowledge of subjects about which we have a uniquely comprehensive understanding.

Gift Annuities
Our gift annuities seminar,  Operating an Effective Gift Annuity Program, is ideal for a widely defined audience of any individuals that works with this popular gift vehicle.

Lead Trusts
Go back to Lead Trust School if you are a planned giving professional, estate planner, or trust officers who wants to gain confidence in your use of this valuable charitable giving tool.

Deductions and Calculations
Planned giving is an emotional process – but one that’s technical in nature as well. Join us for Planned Giving by the Numbers if you’re an experienced gift planner or that requires a deeper understanding of  the charitable deduction, gift annuity taxation, and other common planned gift calculations.

Check our schedule for dates and times.

 

"PG Calc is the perfect solution for any size philanthropy office seeking gift administration services. Not only do they demonstrate impressive technical expertise, but also provide superior and timely customer service through their highly professional staff. Their administration of our pooled fund and charitable gift annuities has significantly increased our own efficiency and proven invaluable to our donors." 
Laura Martino
Vice President Development
Middlesex Hospital

 

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