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Webinar Recordings 2009

Recordings of the PG Calc Webinars listed below are available for purchase. Each recording includes the audio and visual portions of the live Webinar, as well as the handouts that were provided to attendees. Each recording includes approximately one hour of formal presentation followed by about one half-hour of answering questions from the live audience.

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Webinar recordings are available for purchase at $150!

Webinars
Presenter(s)
Date
Purchase
Gift Planning Strategies in a Down Economy
January 29
Converting Deferred Gifts To Current Gifts
February 26
Bequests And Other Simple Estate Gifts*
March 26
Gift Annuity Essentials*
April 30
Advanced Gift Annuities
May 28
The CRT: A Trust for All Seasons
June 25
Working With Boards And Advisory Committees
July 30
Gifts Of Closely-Held Assets
August 27
Recognizing Planned Giving Potential In Donors*
September 24
Key Elements Of Outstanding Planned Gift Administration
October 29
Successful Planned Gift Marketing
November 24
Building Endowment with Planned Gifts
December 17

* This Webinar was also presented in 2008.

Individual Webinar Class Details

Gift Planning Strategies in a Down Economy
Donors have particular concerns when the economy is not doing well.  This Webinar will explore gift planning strategies that address these concerns particularly well and therefore offer excellent opportunities for closing planned gifts.
Date: January 29, 2009
Presenter: Frank Minton
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Converting Deferred Gifts To Current Gifts
Converting a future gift to a present gift can be emotionally satisfying to the donor and immensely beneficial to your charity.  This Webinar will review the many options available to current beneficiaries of charitable remainder trusts, gift annuities, and pooled income funds who might be interested in accelerating charitable use of some or all of the money involved.  Attention will also be devoted to working with bequest donors, as well as those who have charitable beneficiary designations, to consider making lifetime gifts.
Date: February 26, 2009
Presenter: Bill Zook
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Bequests And Other Simple Estate Gifts
Explore forms of bequests, characteristics of successful bequest programs, and simple ways donors can make gifts to your organization at death.
Date: March 26, 2009
Presenter: Alison O'Carroll
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Gift Annuity Essentials
This Webinar is focused on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, common roles of gift annuities in a planned giving program, characteristics of a typical gift annuity prospect, and the responsibilities of an organization that incorporates gift annuities into its planned giving program.
Date: April 30, 2009
Presenter: Jeff Lydenberg
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Advanced Gift Annuities
This Webinar will build on the material covered in our "Gift Annuity Essentials" Webinar.  It will explore options for controlling gift annuity risk, discuss advanced planning situations where gift annuities offer a solution, and review answers to gift annuity questions we are frequently asked.  Don't miss this opportunity to expand your view of the possibilities that gift annuities offer your donors and your institution.
Date: May 28, 2009
Presenter: Frank Minton
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The CRT: A Trust for All Seasons
Donors have different needs and interests as they progress through the life cycle.  The flexibility of the charitable remainder trust allows it to take different forms that match well these different needs and interests.  This session will examine the typical goals of donors of varying ages and how particular charitable remainder trust arrangements can help them achieve their goals.
Date: June 25, 2009
Presenter:
Bill Zook
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Working With Boards And Advisory Committees
Fostering strong support from your organization's Board and your planned gift advisory committee is key to the success of your planned giving program.  This Webinar will review best practices for working with these critical constituencies and offer practical advice on how to handle common challenges that you may encounter in the process.
Date: July 30, 2009
Presenter:
Jeff Lydenberg
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Gifts Of Closely-Held Assets
Millions of Americans own closely-held assets, such as a family business.  For many, it is their most valuable asset.  This Webinar will review the common forms of closely-held assets, the opportunities for using them to fund a charitable gift, and the important considerations to keep in mind when contemplating this type of gift.
Date: August 27, 2009
Presenter: Jeff Lydenberg
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Recognizing Planned Giving Potential In Donors
This session covers the basics in terms of identifying donors who have planned giving potential and key techniques for exploring that potential. Additionally, the session will review potential gift assets and present case studies of classic planned giving solutions to a variety of donor situations.
Date: September 24, 2009
Presenter: Gary Pforzheimer
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Key Elements Of Outstanding Planned Gift Administration
Your best planned gift prospects are your current planned gift donors.  It is absolutely essential that you provide them with first rate stewardship, including flawless administration of their gifts.  Drawing on PG Calc's vast experience administering the planned gifts of hundreds of charities, this Webinar will offer practical advice on how to handle all aspects of planned gift administration, from processing payments to complying with state and federal regulations.
Date: October 29, 2009
Presenter: Leroy Tilt and Jeffrey Frye
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Successful Planned Gift Marketing
Drawing on what our consultants have learned over their many years of doing planned giving and helping others do it too, this Webinar will identify marketing strategies that we find effective.  From developing a marketing plan to looking at specific examples, this session will focus on what works and why.   
Date: November 24, 2009
Presenter: Ann McPherson and Jeff Lydenberg
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Building Endowment with Planned Gifts
Planned gifts are a long-term commitment by some of your most loyal donors.  As such, they can be ideally suited for building your organization's endowment.  This Webinar will explore effective strategies for making your planned giving program an integral part of your organization's overall endowment-building efforts.
Date: December 17, 2009
Presenter: Alison O'Carroll
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