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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2008 Planned Giving Essentials Series

2008 Webinars for Experienced Gift Planners

Individual Webinar Class Details

Recognizing Planned Giving Potential in Donors
The foundation of the entire series, “Recognizing Planned Giving Potential in Donors” 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: January 29, 2008
Presenter: Jeff Lydenberg
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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: February 28, 2008
Presenter: Bill Zook
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Gift Annuity Essentials
Delivered by Frank Minton, who literally wrote the book on gift annuities, 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: March 27, 2008
Presenter: Frank Minton
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Marketing Planned Gifts: Benchmarking and Beyond
A critical Webinar for your organization – whether you are launching a planned giving program or have a sophisticated program in place. Presented by Gary Pforzheimer, President of PG Calc, “Marketing Planned Gifts” will explore considerations in designing a PG marketing plan as well as effective marketing vehicles for your specific program.

Date: April 29, 2008
Presenter: Gary Pforzheimer
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Charitable Remainder Trust Essentials
Gather all of your organization’s development professionals for this Webinar. Charitable Remainder Trusts (CRTs) represent a great opportunity for planned giving programs. Explore the typical role of CRTs in a planned giving program, the different kinds of CRTs and how they work, and various donor situations where a CRT is an effective vehicle.

Date: May 29, 2008
Presenter: Bill Zook
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Planned Gifts that Appeal to Younger Donors
Expand your planned giving program with a new target audience. Younger donors have unique perspectives on financial planning, including how planned giving fits into their investment portfolios. Learn about vehicles that appeal to this audience. 

Date: June 26, 2008
Presenter: Jeff Lydenberg
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Taxation Basics for Gift Planners
“Taxation for Gift Planners” 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 charitable deductions and factors that can affect their availability.

Date: July 31, 2008
Presenter: Jeff Lydenberg
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Gifts of Retirement Plan Assets
This Webinar first answers the question: “What are retirement plan assets?” It then explores the possibilities for giving retirement plan assets during life and at death.

Date: August 28, 2008
Presenter: Frank Minton
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Gifts of Real Estate
Take this Webinar and learn the many ways a gift of real estate can be structured to meet a donor's goals.   Also become familiar with the issues your charity should consider before it accepts a gift of real estate.

Date: September 25, 2008
Presenter: Bill Zook
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Estate Planning Basics 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: October 30, 2008
Presenter: Jeff Lydenberg
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Individual Webinars for Experienced Gift Planners - Class Details

Strategic Responses to the Reduction in Gift Annuity Rates
In early April 2008, The American Council on Gift Annuities announced a significant reduction in its suggested maximum gift annuity rates, effective July 1, 2008.  In this Webinar, Frank Minton, outgoing Chair of the American Council on Gift Annuities (ACGA) and former Chair of its Rates Committee, will discuss the rationale underlying the new lower rates, analyze their effect on charitable remainders and annuity payment taxation, consider strategies charities might adopt to promote successful gift annuity programs going forward, and more.

Date: May 7, 2008
Presenter: Frank Minton
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Charitable Lead Trusts: A Golden Opportunity
The average lead trust is worth over $2.5 million.  All lead trusts benefit their charitable beneficiaries starting immediately, not at the end of a donor's long life.  Lead trusts offer wealthy individuals the opportunity to pass assets to heirs at substantial tax savings.  Despite these very attractive characteristics, surprisingly few lead trusts are created each year.  What's more, the currently very low monthly IRS discount rate should make lead trusts especially appealing.

This Webinar will cover the basics of charitable lead trusts, including the characteristics of a typical lead trust prospect, how non-grantor and grantor lead annuity trusts and unitrusts operate, and the tax considerations of each.  The session will conclude with case studies to illustrate classic situations where a lead trust can be an excellent gift planning solution.

Date: July 10, 2008
Presenter: Bill Laskin
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Complying with State Regulation of Gift Annuities
Gift annuities have attracted increasing scrutiny from many states over the past 10 years, and the gift annuity regulation landscape remains in flux.  This Webinar will review what the individual states require from issuing charities and offer advice on how your charity can best get into compliance with the states where it issues gift annuities, as well as how to stay in compliance.  This session will also review recent and pending changes in state regulation of gift annuities.

Date: October 15, 2008
Presenter: Edie Matulka
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Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make gifts during life and at death.   Also learn which kinds of life insurance gifts to avoid. 

Date: November 25, 2008
Presenter: Frank Minton
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Gifts of Collections, Artwork, and other Unusual Assets
Artwork, antiques, and other tangible assets can make great gifts. Become familiar with the options for making gifts of these valuable assets and learn about the special considerations that should go into structuring these gifts.

Date: December 18, 2008
Time: 1:00 pm - 2:30 pm Eastern
Presenter: Jeff Lydenberg
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