Webinar Recordings 2012
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!
Individual Webinar Class Details
A Stimulus Plan For Charitable Giving
Charitable giving, like the economy, and partly because of the economy, is going through a difficult time. Total giving is still below its historical peak, distributions from estates are less than projected, and certain planned gifts, such as charitable remainder trusts and pooled income funds, have been decreasing in number. This session will propose a plan for stimulating planned gifts that entails thinking outside the box with reference to types of assets that can be contributed and new applications of the traditional gift planning instruments. It will also suggest responses to possible changes in tax incentives for charitable gifts.
Date: January 26, 2012
Presenter: Frank Minton
Meeting the Challenge of Qualifying Planned Giving Prospects
Most charities are pretty good at staying in contact with active planned gift prospects and moving them toward making a gift. However, many of these same charities fall short when it comes to qualifying new planned gift prospects to keep their active pipeline filled. This presentation will identify the many reasons charities fall short in this area and offer practical advice on how to overcome these impediments. Topics will include overcoming inertia and distractions, creating effective incentives for making planned giving donor qualification calls, and tips for improving calling skills.
Date: February 23, 2012
Presenter: Jeff Lydenberg
Getting it Right: Bequests and Beneficiary Designations
In the majority of planned giving programs, bequest gifts account for 75%-80% of all planned gifts, and in some cases approach 100%. In addition, there are gifts by beneficiary designation, a small but growing part of estate gifts. This webinar briefly describes the types of bequest gifts and beneficiary designations and why they are attractive to both donors and charities. It then delves into the best way to make each gift, special considerations to keep in mind, and pitfalls to avoid. With an understanding of the how’s and why’s, the stage is then set for a discussion on ways to talk with your donors about these types of gifts and help them to take action on their best-of-gift intentions.
Date: March 29, 2012
Presenter: Alison O'Carroll
Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which every fundraiser with planned gift responsibility should be familiar. Also learn about the various tax benefits associated with charitable gifts and the factors that can affect their availability.
Date: April 26, 2012
Presenter: Bill Zook
Gift Annuity Essentials
This Webinar will focus 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: June 28, 2012
Presenter: Edie Matulka
Lessons Learned From Auditing Planned Giving Programs
PG Calc regularly conducts audits of planned giving programs to help these programs understand better what they are doing well, what they are doing not-so-well, and what they could do to improve their results. The programs we audit range from modest one-person operations to large organizations with multiple full-time gift planners on staff. This presentation will discuss the issues we commonly encounter in our program audits and the steps we suggest to address them. Specific cases will be examined. The names will be changed to protect the guilty.
Date: August 30, 2012
Presenter: Gary Pforzheimer
Planned Gifts that Appeal to Younger Donors
Traditionally, planned giving prospects are 75 years old or more, yet studies show that many charitable estate gifts are first established when the donors are in their 40s or 50s. Moreover, once a charity is included in a donor’s estate plan, the charity is rarely removed. How do you tap into this source of additional gift planning dollars? This session will examine the unique perspective of middle-aged prospects on financial planning and how planned giving fits into their investment portfolios. It will then review giving vehicles that appeal to this audience.
Date: September 27, 2012
Presenter: Jeff Lydenberg
10 Good Ideas for a Legacy Society
A legacy society is a popular way for charities to recognize their planned gift donors, both in the year that they give and in all the years to come. But legacy societies range from hugely successful to effectively moribund. Ann and Alison will describe a variety of tactics and strategies that they have found in their consulting work to be effective ways to improve the success of a legacy society.
Date: November 29, 2012
Presenters: Ann McPherson & Alison O'Carroll
Gifts of Retirement Plan Assets
Retirement plan assets can be among the most tax-efficient sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case.
Date: December 20, 2012
Presenter: Frank Minton