Webinars

PG Calc Webinars bring all the skills and experience of the industry’s top practitioners to your office! PG Calc consultants and carefully selected guest presenters deliver the most up to date knowledge and insights on important gift planning topics. Here are just a few of the reasons why thousands of gift planners and their colleagues attend our Webinars each year:

  • Participate from wherever you wish. All you need is an internet connection!
  • One hour of formal presentation plus one half-hour for questions provides a golden opportunity to expand your knowledge and get your questions answered by an expert.
  • A detailed paper and a pdf of the presenter’s slides help you retain what you’ve learned.
  • CFRE and, in some cases, CFP continuing education credit. Learn more.
  • Each session costs just $95 per site. You can invite as many people as you want to attend with you for the same low price.
CalenderList

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell UsCommunicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell UsCommunicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
t making a planned gift to your charity, what words should you use to describe it? Should you describe the tax benefits? Does the order matter? WhatRead More
Webinars
August 28, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Over the past decade, philanthropic organizations have been developing analytics and data mining to assist in fundraising. In this presentationRead More
Webinars
April 30, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We were excited to have planned giving expert Craig Wruck repeat his popular Fundamentals of Planned Giving course as aRead More
Webinars
July 16, 09:00AM EST

Strategic Storytelling - A Sure Path to Major and Planned Gifts

Strategic Storytelling - A Sure Path to Major and Planned Gifts
Whether you’re a seasoned veteran or just getting started, enhance your donor visits and solicitations by learning how to uncover your donors’Read More
Webinars
April 24, 01:00PM EST

Philanthropic Planning: What to Do in the Room?

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 theRead More
Webinars
September 26, 01:00PM EST

Planned Giving When It's Not All You Do

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 corporateRead More
Webinars
August 29, 01:00PM EST

Social Media: Getting Results for Planned Gifts

Social Media: Getting Results for Planned Gifts
How can your organization use social media to get results for its gift planning program? Read More
Webinars
May 30, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make charitable gifts during life and atRead More
Webinars
June 26, 01:00PM EST

Land Ho! The Many Ways to Give Real Estate

Land Ho! The Many Ways to Give Real Estate
There are numerous ways real estate can be used to make a charitable gift.  As always, the donor’s objectives are a primary consideration, butRead More
Webinars
March 27, 01:00PM EST

Problem Solving with Planned Gifts

Problem Solving with Planned Gifts
The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advisedRead More
Webinars
July 31, 01:00PM EST

Planned Giving Best Practices: A Benchmarking Study

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. Read More
Webinars
December 19, 01:00PM EST

CRTs: A Trust for All Seasons

CRTs: A Trust for All Seasons
This session will examine the typical goals of donors at different life stages and how particular charitable remainder trust arrangements can helpRead More
Webinars
November 20, 01:00PM EST

Gift Annuity Challenges and How to Address Them

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 canRead More
Webinars
October 31, 01:00PM EST

Estate Planning for Gift Planners

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 planningRead More
Webinars
July 25, 01:00PM EST

Gifts of Tangible and Intangible Personal Property

Gifts of Tangible and Intangible Personal Property
Become familiar with the options for making gifts of tangible and intangible personal property and learn about the special considerations that shouldRead More
Webinars
June 27, 01:00PM EST

The Appeal of Step Lead Trusts and Shark Fin Trusts

The Appeal of Step Lead Trusts and Shark Fin Trusts
This Webinar will use financial modeling to show why step-lead trusts and shark fin lead trusts appeal to certain donors. It will also help you toRead More
Webinars
April 25, 01:00PM EST

Bequests – Stewardship and Administration

Bequests – Stewardship and Administration
During this session, Alison will share with you bequest stewardship and administration practices that will encourage your supporters to make bequestsRead More
Webinars
March 28, 01:00PM EST

Complying with Gift Annuity Regulations

Complying with Gift Annuity Regulations
This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offeringRead More
Webinars
February 28, 01:00PM EST

Gift Planning and the New Tax Law

Gift Planning and the New Tax Law
The gift planning landscape shifted on New Year’s Day, 2013. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid theRead More
Webinars
January 31, 01:00PM EST

Making (and Remaking) the Case for Your Planned Giving Program

Making (and Remaking) the Case for Your Planned Giving Program
Questions involving the case for planned giving are likely to continue to arise now and again, prompted by things internal, such as a change inRead More
Webinars
December 18, 01:00PM EST

How to Get Your Donor to Say "Yes!"

How to Get Your Donor to Say "Yes!"
This webinar will discuss, step-by-step, the process for bringing both planned gifts and major gifts to closure, and it will indicate when theRead More
Webinars
November 20, 01:00PM EST

What Gift Planners Need to Know about Donor Advised Funds

What Gift Planners Need to Know about Donor Advised Funds
Even though many contributors to DAFs are not planned giving prospects, astute gift planners stand to benefit from 1) understanding the basics ofRead More
Webinars
October 30, 01:00PM EST

Knowing a Planned Giver When You See One

Knowing a Planned Giver When You See One
Planned gifts come in many shapes and sizes.  So do their donors.  Nevertheless, there are some telltale characteristics to look for in aRead More
Webinars
September 25, 01:00PM EST

Trends in Marketing Planned Gifts

Trends in Marketing Planned Gifts
This session will examine the current marketing trends that could make a difference for your planned giving efforts in 2014, and will delve intoRead More
Webinars
May 22, 01:00PM EST

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes
One of the great appeals of gift annuities is their simplicity relative to other planned gifts.   But things can and do go awry, even withRead More
Webinars
February 27, 01:00PM EST

The Three Pillars of a Strong Bequest Program

The Three Pillars of a Strong Bequest Program
Although most charitable bequests may arrive “over the transom,” a robust bequest program conducts activities that have an important positiveRead More
Webinars
January 23, 01:00PM EST

Planned Giving for Younger Donors

Planned Giving for Younger Donors
Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy,Read More
Webinars
December 17, 01:00PM EST

The Pooled Income Fund at 45 – Consider the Possibilities!

The Pooled Income Fund at 45 – Consider the Possibilities!
With PIF deductions historically high and the Fed poised to let interest rates rise again, now may be the perfect time for your organization to createRead More
Webinars
November 19, 01:00PM EST

The Best Metrics for Measuring PG Marketing Success

The Best Metrics for Measuring PG Marketing Success
Whether you’re just starting out or you need to overhaul your existing marketing strategy, you will want to attend this discussion of the topRead More
Webinars
October 29, 01:00PM EST

Stewardship of Planned Gift Donors

Stewardship of Planned Gift Donors
This session will explore the many other ways to steward your donors throughout the year and to make the most of your opportunities. Read More
Webinars
September 24, 01:00PM EST

10 Practical Planned Giving Ideas for the Current Environment

10 Practical Planned Giving Ideas for the Current Environment
Charitable planning can be challenging against a backdrop of rapidly fluctuating investment markets, low interest rates, increased gift and estate taxRead More
Webinars
August 27, 01:00PM EST

More Problem Solving with Planned Gifts

More Problem Solving with Planned Gifts
Gift vehicles should be viewed not as things to be promoted, but rather as tools to solve problems posed by the donor's situation. Read More
Webinars
July 30, 01:00PM EST

Adventures in Accepting Restricted Gifts

Adventures in Accepting Restricted Gifts
This session will explore processes for evaluating and accepting restricted gifts, as well as strategies for directing benefactor interest to broaderRead More
Webinars
June 25, 01:00PM EST

Overcoming Common Stumbling Blocks to Planned Gifts

Overcoming Common Stumbling Blocks to Planned Gifts
This session will discuss some of the most common objections raised by donors and other stumbling blocks you might encounter, and suggest ways toRead More
Webinars
May 27, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
April 30, 01:00PM EST

Attracting Gifts Through Beneficiary Designations

Attracting Gifts Through Beneficiary Designations
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
March 26, 01:00PM EST

Keeping the Bequest Stream Flowing

Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But bequests don't just happen. Proactively marketing,Read More
Webinars
February 26, 01:00PM EST

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion inRead More
Webinars
January 22, 01:00PM EST

Annual Reporting Process in States that Regulate Gift Annuities

Annual Reporting Process in States that Regulate Gift Annuities
Will cover the annual reporting process in states that regulate gift annuities. Read More
Webinars
December 15, 01:00PM EST

Rules Rule: Best Practices in Gift Acceptance Policies

Rules Rule: Best Practices in Gift Acceptance Policies
Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raisingRead More
Webinars
December 21, 01:00PM EST

Intermediate Taxation for Gift Planners

Intermediate Taxation for Gift Planners
Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar willRead More
Webinars
November 16, 01:00AM EST

Gifts of Retirement Assets

Gifts of Retirement Assets
As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.Read More
Webinars
October 26, 01:00PM EST

Understanding the Older Donor

Understanding the Older Donor
This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their olderRead More
Webinars
September 28, 01:00PM EST

Planned Giving Essentials

Planned Giving Essentials
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversationsRead More
Webinars
August 31, 01:00PM EST

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of allRead More
Webinars
July 27, 01:00PM EST

Planned Giving Marketing for Starting/Restarting a Program

Planned Giving Marketing for Starting/Restarting a Program
If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, toRead More
Webinars
June 29, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Life insurance can make a great charitable gift. Really! It can! So why is life insurance so chronically underutilized in charitable giving?  Read More
Webinars
May 25, 01:00PM EST

Attracting Gifts from Donor Advised Funds

Attracting Gifts from Donor Advised Funds
Donor-advised funds (DAFs) are attracting an ever-larger percentage of the charitable dollar. Americans contributed over $22 billion to DAFs in 2015,Read More
Webinars
April 27, 01:00PM EST

Successfully Navigating Gifts of Real Estate

Successfully Navigating Gifts of Real Estate
Gifts of real estate are back!  Donors are again offering real estate to support their favorite charities. Understanding the benefits – andRead More
Webinars
March 30, 01:00PM EST

Building Endowment with Planned Gifts

Building Endowment with Planned Gifts
Planned gifts are a long-term commitment by some of your most loyal donors.  This Webinar will explore effective strategies for making yourRead More
Webinars
February 23, 01:00PM EST

Counting Revocable Gifts: Return from Fantasy Island

Counting Revocable Gifts: Return from Fantasy Island
Counting matters.  In non-profits as in business, what you measure is what you get.  But, are we measuring the right things in the rightRead More
Webinars
January 26, 01:00PM EST

Harnessing the Power of the Bequest Challenge Match

Harnessing the Power of the Bequest Challenge Match
The ACLU and EDF have both used bequest challenges with great success to raise millions of dollars in additional known bequests. Using their ownRead More
Webinars
March 31, 01:00PM EST

The Best - and Most Ignored - Source for New Planned Gifts

The Best - and Most Ignored - Source for New Planned Gifts
The best - and most ignored - source for new planned gifts exists in your own office files. How much do you know about your legacy society members'Read More
Webinars
February 25, 01:00PM EST

Gift Annuity Essentials

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 ofRead More
Webinars
January 28, 01:00PM EST

Taxation Basics for Gift Planners

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 everyRead More
Webinars
April 28, 01:00PM EST

Pros and Cons of Email Marketing of Planned Gifts

Pros and Cons of Email Marketing of Planned Gifts
Properly marketing your planned giving program today should not be limited to print direct mail and websites. There are new media to take advantage ofRead More
Webinars
October 27, 01:00PM EST

Bequests and Simple Bequest Alternatives

Bequests and Simple Bequest Alternatives
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,Read More
Webinars
November 17, 01:00PM EST

Gift Planning in a Capital Campaign

Gift Planning in a Capital Campaign
 In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies forRead More
Webinars
September 29, 01:00PM EST

Lead Trusts - What To Do and Not To Do

Lead Trusts - What To Do and Not To Do
Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits toRead More
Webinars
July 28, 01:00PM EST

Seven Secrets of Successful Solicitations

Seven Secrets of Successful Solicitations
If you want a gift, you have to ask for it! But that's easier said than done: people consistently rate asking for money at the top of the list ofRead More
Webinars
August 25, 01:00PM EST

Gifts of Oil and Gas Interests and Other Mineral Interests

Gifts of Oil and Gas Interests and Other Mineral Interests
This presentation will provide an overview of the basic types of mineral interests and equip gift planners to effectively cultivate and close gifts ofRead More
Webinars
June 30, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We are thrilled to be teaming up with Craig Wruck again in 2016 to offer his popular Fundamentals of Planned Giving course as a series of four weeklyRead More
Webinars
March 02, 09:00AM EST
CalenderList

June 2017

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Planned Giving Marketing for Starting/Restarting a Program
Webinars
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Planned Giving Marketing for Starting/Restarting a Program
Webinars
Up

If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, to developing policies and budgets. But don’t forget the importance of “selling” your program to donors and prospective donors.

Read More
01:00PM - 02:30PM ET

July 2017

27
Getting Bequests Right from Prospect Identification to Realization
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Getting Bequests Right from Prospect Identification to Realization
Webinars
Up

Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program.

Read More
01:00PM - 02:30PM ET

August 2017

31
Planned Giving Essentials
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Planned Giving Essentials
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Up

Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversations with donors can come from a basic understanding of foundational pieces for planned giving – bequests, beneficiary designations, gift annuities – along with some general tax concepts. 

Read More
01:00PM - 02:30PM ET

September 2017

28
Understanding the Older Donor
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Understanding the Older Donor
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This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their older donors in a more thoughtful and informed way.

Read More
01:00PM - 02:30PM ET

October 2017

26
Gifts of Retirement Assets
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Gifts of Retirement Assets
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As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.  Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. 

Read More
01:00PM - 02:30PM ET

November 2017

16
Intermediate Taxation for Gift Planners
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Intermediate Taxation for Gift Planners
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Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar will assume basic understanding of the income tax and transfer tax system so that it can focus on some of the finer points of the interplay between taxes and charitable giving.

Read More
01:00AM - 02:30PM ET

December 2017

21
Rules Rule: Best Practices in Gift Acceptance Policies
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Rules Rule: Best Practices in Gift Acceptance Policies
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Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raising funds at your institution is critical to your success.

Read More
01:00PM - 02:30PM ET