Created and delivered by the gift planning experts at PG Calc, these twelve Webinars cover all the basics of running a successful gift planning program.  Purchase this great educational resource for you and your staff and receive three bonus Webinars, too:  2 CDs, fifteen sessions totaling over 22 hours of presentation material, hard copy of every slide, and nearly 250 pages of detailed handouts.  All for just $595, more than two-thirds off the price of the individual recordings.

Each recording includes the audio and visual portions of the live Webinar, as well as the handouts that were provided to attendees.  Each Webinar starts with 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

Bonus Webinars

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

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

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

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

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

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

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

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

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

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

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

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

Bonus Webinars

Operating an Effective Planned Giving Program
Does your institution have some planned gifts but no formal, proactive program?  Do you have a formal program, but disappointing results? Whether you want to start a new program or inject new life into an existing one, this seminar is for you. You will learn why programs fail to realize their potential, followed by guidance in determining the menu of gifts to offer, positioning them to your constituencies, developing practical policies and procedures, and applying the best marketing practices.

Date: November 28, 2007
Presenter: Frank Minton

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

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