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Webinar Recordings 2013
Interactive multimedia presentations

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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Fundamentals of Planned Giving Webinar Series
We were thrilled to team up with Craig Wruck in February 2013 to offer his popular Fundamentals of Planned Giving course as a series of four weekly Webinars.

Craig has been a nationally-recognized leader in gift planning for over 20 years and is widely-admired among gift planners for his ability to make gift planning concepts easy to grasp. Craig’s course emphasizes conceptual understanding with the goal of giving viewers the confidence to explain planned giving concepts to prospective donors in a clear and convincing way. Order recordings of the 2016 series.

Webinar recordings are available for purchase at $150!

Webinars
Presenter(s)
Date
Register
Gift Planning and the New Tax Law
January 31
Complying with Gift Annuity Regulations
February 28
Bequests – Stewardship and Administration
March 28
The Appeal of Step Lead Trusts and Shark Fin Trusts
April 25
Gifts of Tangible and Intangible Personal Property
June 27
Estate Planning for Gift Planners
July 25
Gift Annuity Challenges and How to Address Them
October 31
CRTs: A Trust for All Seasons
November 20
Planned Giving Best Practices: A Benchmarking Study
December 19

Individual Webinar Class Details

Gift Planning and the New Tax Law
The gift planning landscape shifted on New Year’s Day. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid the “fiscal cliff.” The new law makes a host of changes to income tax rules, transfer tax rules, and selected charitable contribution rules that are of keen interest to gift planners. What’s more, several tax changes unrelated to ATRA went into effect on January 1 that also are pertinent to gift planning. Gary and Bill will identify and explain all of these changes with the goal of helping attendees become conversant with them and with their importance to gift planning decisions. Topics will include the charitable IRA rollover, changes to the top income tax, capital gain tax, and transfer tax rates, the Pease limitation on itemized deductions, and the Medicare surtax.
Date: January 31, 2013
Presenters: Gary Pforzheimer & Bill Laskin
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Complying with Gift Annuity Regulations
The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states. But what do the requirements mean? What does your organization actually need to do to meet them? This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offering advice on how to stay on top of ongoing obligations. Edie will consider silent, exempt, and notification states, as well as the more highly regulating states, in her remarks.
Date: February 28, 2013
Presenter: Edie Matulka
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Bequests – Stewardship and Administration
Bequests are the bread and butter of most gift planning programs. While your charity may receive some bequests without any specific effort, it will receive more of them if it gives them proper care and feeding, During this session, Alison will share with you bequest stewardship and administration practices that will encourage your supporters to make bequests and assure that your charity receives all it is entitled to in a timely fashion. She will also discuss ways to measure the success of your bequest program that go beyond just counting what came in this year.
Date: March 28, 2013
Presenter: Alison O'Carroll
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The Appeal of Step Lead Trusts and Shark Fin Trusts
IRS statistics show that charitable lead trusts provided almost as much money to charities in 2008 as charitable remainder trusts! Interest rates have plummeted since then, causing planners to focus more attention on lead trusts, including the previously unheard-of step lead trust and shark fin lead trust. This Webinar will use financial modeling to show why these new gift planning techniques appeal to certain donors. It will also help you to identify donor situations where one of these types of trust may work well.
Date: April 25, 2013
Presenter: Bill Laskin
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Social Media: Getting Results for Planned Gifts
How can your organization use social media to get results for its gift planning program? Rebecca will help you answer this question by sharing insights based on her own experience using social media to increase donor engagement with gift planning at Tufts. She will also discuss tools you can use to measure and enhance the impact of your social media presence, with a focus on Facebook pages and ads.
Date:
May 30, 2013
Presenter: Rebecca Scott, Senior Director of Development and Alumni Relations at Tufts University School of Medicine
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Gifts of Tangible and Intangible Personal Property
Artwork, antiques, collections, and other tangible assets of value can make great gifts. So can precious metals, such as gold and silver, royalty interests, copyrights, and patents. Become familiar with the options for making gifts of tangible and intangible personal property and learn about the special considerations that should go into structuring these gifts. Topics Frank will cover include valuing tangible assets, royalty interests, copyrights, and patents, how to transfer their ownership to charity, gifts of fractional interests, the types of gift vehicles suitable for transferring such property, and the tax implications in each case.
Date: June 27, 2013
Presenter: Frank Minton
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Estate Planning for Gift Planners
Learn all the basics of estate planning as it relates to gift planning. Speak articulately to your donors about their estate planning goals. Understand the common techniques that will help your donors achieve these goals while supporting your organization’s mission.
Date: July 25, 2013
Presenter:
Jeff Lydenberg
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Planned Giving When It's Not All You Do
Are you trying to establish or run a planned giving program in the midst of doing annual campaigns, writing grant proposals, soliciting corporate sponsorships, and planning the golf outing and gala dinner? You are not alone – and you can be successful! During this Webinar, Shari will suggest ways to make promoting, cultivating, closing, and stewarding planned gifts manageable and discuss how you can easily integrate the most important aspects of your gift planning program into your regular activities.
Date: August 29, 2013
Presenter: Shari Fox, Assistant Vice President for Development at the University of Michigan
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Philanthropic Planning: What to Do in the Room?
Among the most valuable conversations fundraising or financial professionals can have with donors is one that helps those donors discover the charitable purpose they want to accomplish through their giving.  Thoughtful conversations can mean the difference between donors merely continuing a habit of giving and donors practicing proactive, intentional, and typically greater philanthropy.  Jay will describe how to prepare for and successfully guide these important conversations using two planning tools: the Giving Content Analysis and the Charitable Passions Questionnaire.  This process can be learned and practiced, eventually becoming an intuitive approach that professionals and donors use to craft the donor's Giving on Purpose statement.
Date: September 26, 2013
Presenter:
Jay Steenhuysen, Founder of Steenhuysen Associates
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Gift Annuity Challenges and How to Address Them
Despite their relative simplicity, charitable gift annuities sometimes present complexities. Even what starts out as a "plain vanilla" arrangement can create surprises as events unfold over the years. Some challenges occur at the front-end, such as complying with state regulatory requirements or minimizing the risk that an annuity will exhaust its contribution. Other concerns include annuitants who live outside the U.S., get divorced, or simply "go missing." Bill will discuss these and other potential challenges that can arise with gift annuities, as well as offer practical guidance on how to deal with them.
Date:
October 31, 2013
Presenter: Bill Zook
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CRTs: 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 with a range of donor goals. This session will examine the typical goals of donors at different life stages and how particular charitable remainder trust arrangements can help them achieve their aims. Frank will also consider the implications for charitable remainder trusts of current tax policy and economic conditions.
Date: November 20, 2013
Presenter: Frank Minton
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Planned Giving Best Practices: A Benchmarking Study
This webinar will present the results of original research about best practices in operating a planned giving program. It can be difficult to decide whether a planned giving program is realizing its potential and what resources are required to meet that potential. For example, what is a typical ratio between planned gift dollars raised and outright dollars? Does that ratio change depending on the industry? What is the relationship between bequest notifications and future realized planned gifts? Jeff and Ann will also look at staffing, budget and marketing priorities.
Date: December 19, 2013
Presenters: Jeff Lydenberg & Ann McPherson
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Fundamentals of Planned Giving

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