PG Calc Webinars offer interactive multimedia presentations on important topics in gift planning delivered by experts in the field. Each presentation includes about one hour of formal remarks. In addition, a half-hour is set aside for answering questions from the audience.

All you need to participate is a computer and telephone; you may invite as many people to listen in as you like.  We recommend a conference room with a speaker phone and projector for larger groups.  You may register for each individual Webinar or for a series in advance

2010 Webinars
Recorded Webinars
2009 Webinar Series on CD
2008 Planned Giving Essentials Webinar series on CD
Private Live Webinars
Continuing Education Credit
Individual Webinar Class Details

Each Webinar is $95 to register and is presented from 1:00 pm - 2:30 pm Eastern Time on the scheduled date.

Sign up for the whole 2010 series (13 sessions) and save almost $400.

Webinar recordings are available for purchase at $150 after the presentation date.

Recorded Webinars

Recordings of all past PG Calc Webinars are available for purchase. Each recording includes the audio and visual portions of the Webinar, as well as the handouts that were provided to attendees. Each recording includes approximately one hour of formal presentation followed by about a half-hour of answering questions from the live audience.

Webinars recorded in:
2007
2008
2009

2009 Webinar Series on CD

These twelve sessions, originally delivered in 2009, include a wealth of information on important topics in planned giving, including “Converting Deferred Gifts to Current Gifts,” Working with Boards and Advisory Committees,” and “Successful Planned Gift Marketing.”  This CD includes A/V recordings of all twelve sessions, as well as the detailed outline and slides that accompanied each presentation.  Available for just $595, the 2009 Webinar Series is a great educational resource for you and your staff.

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2008 Planned Giving Essentials Webinar series on CD

These twelve sessions, originally delivered in 2008, cover all the basics of running a successful gift planning program. Topics include identifying potential planned gift donors, marketing strategies, thorough discussions of the most common gift types, and understanding how taxes affect gift planning. 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.

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Private Live Webinars

Have you attended a PG Calc Webinar that you'd like to share with others?  Our presenters are happy to repeat any of our Webinars exclusively for your audience.  The session format is the same as our standard live Webinars: a live one-hour formal presentation with slides and handouts, followed by a 30-minute question and answer session with the presenter.  Our private Webinars offer an effective and economical way to bring your Board, fundraising staff, trusted advisors, or any other target constituency up to speed on your choice of gift planning topics.  Pricing starts at just $495 for presenting a private Webinar without changes to the materials.   

Since a private Webinar is for your group only, your presenter can take questions throughout the session, not just at the end, or adjust the presentation format in other ways, if you wish.  Also, for an additional hourly fee we are happy to tailor the Webinar content to match your goals for the session.  Please contact Michael Heep at 888-474-2252 or mheep@pgcalc.com for more information or to schedule your private Webinar.

Continuing Education Credit

PG Calc Webinars offer CFRE and CFP continuing education credits. Both CFRE and CFP offer CE credit for our live Webinars. CFRE also offers CE credit for our webinar recordings.

To receive credit: Please contact Jen Wickham at 888-474-2252 or email jwickham@pgcalc.com if you have attended a PG Calc Webinar and would like to receive continuing education credit.

CFRE credits: Participation in each PG Calc Webinar in the series is eligible for 1.5 CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

CFP credits: Participation in each PG Calc Webinar in the series below is eligible for 1.5 CFP credits. Prerequisite: None. Course level: Basic. Instructional method: Group-Internet.

CFP credits are offered for the following Webinars:

• Charitable Lead Trusts: Overview and Case Studies
• Creative Solutions with Combination Planned Gifts
• Charitable Remainder Trust Essentials
• Special Presentation: Gift Annuity Regulation in Highly Regulating States
• Achieving Donor Goals with Gift Annuities: Case Studies
• Gifts of Retirement Plan Assets
• Working with Planned Gift Prospects and their Advisors
• Making the Right Choice Between a Gift Annuity and a CRT

Evaluating Your Planned Giving Program
How is your gift planning program doing?  Is it as successful as it could be?  What are its strengths?  What are its weaknesses?  How do you find out?  This Webinar will discuss the many aspects of conducting a helpful assessment of your gift planning program.  Session material will be based on our experience performing both formal audits and informal analyses of dozens of gift planning programs.
Date: February 25, 2010
Presenter: Bill Zook
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Creative Solutions with Combination Planned Gifts
Sometimes a donor's desires cannot be met by a single type of gift.  Rather, it takes a combination of gift vehicles to meet all of the donor's goals.  This webinar will explore a variety of donor situations where the donor is able to a addresses all of his or her needs through the creation of not one, but several planned gifts.
Date: March 25, 2010
Presenter: Jeff Lydenberg
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Managing Risk in Your Gift Annuity Program
The "Great Recession" has prompted many charities to examine the financial risk in their gift annuity programs like never before and to make adjustments where necessary.  Learn how to evaluate and manage risk in your organization's gift annuity program from one of the country's leading experts on gift annuities.
Date: April 22, 2010
Presenter: Frank Minton
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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 common donor situations where a CRT is an effective solution to the donor's goals.
Date: May 27, 2010
Presenter: Bill Laskin
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Gift Planning in a Capital Campaign
Gift planning has become a critical piece of many capital campaigns, often responsible for bringing in 25% - 33% of the total campaign goal.  This webinar will identify the best practices for integrating gift planning into a capital campaign.  What policies and procedures need to be established?  What strategies succeed best in furthering the goals of the planned giving program and the capital campaign, and what are the best options for counting planned gifts in a capital campaign?  Frank Minton will draw on his 30+ years as a Director of Planned Giving and planned giving consultant to answer these and other questions. 
Date: June 10 , 2010
Presenter: Frank Minton
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Special Presentation: Gift Annuity Regulation in Highly Regulating States
Negotiating the labyrinth of gift annuity regulation in California, New York, Wisconsin, and other more highly regulating states can be a challenge.  In this Webinar, Edie Matulka, our resident sage on the state regulation of gift annuities, will focus on specific details regarding registering and maintaining compliance in the dozen most regulated states. Edie will also discuss any recent developments in the regulation of gift annuities by these and all other states.
Date: June 24, 2010
Presenter: Edie Matulka
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Achieving Donor Goals with Gift Annuities: Case Studies
Gift annuities can take many forms, depending on who the donor is, who’s receiving the payments, what is used to fund the annuity, and how the arrangement is structured, to name just a few considerations.  Used alone and in combination, they offer solutions to a wider range of donor situations than you may think.  This Webinar will employ case studies to investigate numerous instances where a gift annuity of some kind can provide a satisfying outcome to a donor dilemma.
Date: July 29, 2010
Presenter: Bill Zook
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Moving Prospects Through the Gift Planning Process
Gift planning is not an event, it is a process.  Helping a prospect move through all the steps of this process requires an understanding of the prospect, of the steps, and of techniques for helping the prospect to move from the first step to the last.  This webinar will explore proven approaches to motivating a planned gift prospect through all the steps that culminate in the making of a planned gift.
Date: August 26 , 2010
Presenter: Jeff Lydenberg
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Marketing Planned Gifts on a Limited Budget
Who doesn't have a limited budget these days?  Yet, marketing planned giving to your constituents needs to be a priority for your program to be successful.  This Webinar will offer advice on how you can use most wisely the dollars you do have for marketing planned gifts.
Date: September 30, 2010
Presenter: Ann McPherson
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Gifts of Retirement Plan Assets
Americans have trillions of dollars invested in qualified retirement plans, such a IRAs and 401(K)s.  This Webinar first answers the question: “What are retirement plan assets?” It then explores the possibilities for giving retirement plan assets to charity during life and at death.
Date: October 28, 2010
Presenter: Bill Laskin
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Working with Planned Gift Prospects and their Advisors
The advisors that a planned gift prospect may call on for help in evaluating and formulating a gift all bring their own perspective and donor relationship to the proceedings.  This webinar will show you how considering these perspectives and relationships can help you to make these advisors members of your team rather than adversaries.   The result will be more gifts for your organization and less frustration for you.
 Date: November 23, 2010
Presenter: Jeff Lydenberg
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Making the Right Choice Between a Gift Annuity and a CRT
The charitable gift annuity and the charitable remainder trust are the two most popular life income gifts.  How do you choose which one to suggest to a donor who is interested in receiving income as part of a gift arrangement?  This webinar will identify criteria that will help you make this decision and review common donor situations where one or the other type of gift best achieves the donor's goals.
Date: December 16, 2010
Presenter: Frank Minton
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