PG Calc publishes the eRate, a monthly electronic newsletter, as a service to the planned giving community. The eRate contains the latest IRS discount rate, articles on planned giving topics, and information on PG Calc training, products and services.
May, 2008
Analysis of the New ACGA Annuity Rates
Plunge in IRS Discount Rate Causes Deduction Surprises
The 5% Test for CRATs
April, 2008
Recognizing Planned Giving Potential in Donors
Gift Tally – A Simple and Useful Report
The 10% Test Can Make or Break A Gift
March, 2008
The General Theory of Discount Rate Relativity
Custom PGM Suite Default Settings
Reference Information: A Valuable Resource
February, 2008
Resolve to Recognize Your Planned Giving Donors
Tax Form Requirements for Gift Annuity Beneficiaries
Think Lead Trust When the IRS Discount Rate is Low
January, 2008
Beyond Charitable Rollovers: IRAs & Their IRD Cousins
How to Export a GiftStory Presentation to a CD
New Knowledge Base Answers Many of Your Questions
December, 2007
Stuck in the Middle
Importing Past IRS Discount Rates into Planned Giving Manager
Capital Gain Can Be Reported Over Longer Than an Annuitant's Life Expectancy
November, 2007
A Gift Plan for the Donor Who Wants Payments to Grow, Risk-Free
Saving Historical Investment Returns in PGM
PGM and The Raiser's Edge® Integrate in Many Ways
October, 2007
How Much Will We Get and When Will We Get It?
Comparing a CGA Funded with Cash vs. Stock
Everything You Want to Know About GiftWrap's Record Death
September, 2007
BatchCalcs Service Adds Impact to Mailings; Saves Time Too!
Entering the New Discount Rate Early
Tell Me About the Credit Shelter Trust
August, 2007
A Plan That Provides a Donor with Immediate Cash
Educate Your Staff with GiftStory
Looking Up a Life Expectancy in PGM
July, 2007
Helping Donors Flex Their Deferred Gift Annuity Muscle
Have You Reviewed Your Disclaimer Lately?
PGM Tool Makes Computing Present Value Simple
June, 2007
Mortality and Life Expectancy: Cousins, Not Twins
DemoClips Provide Guide to PGM Features
Managing Management Fees in PGM
May, 2007
Using a Planned Gift to Supplement Retirement Income
GiftWrap Can Help You Prepare Birthday Greetings
PGM - GiftWrap Integration Makes It Easy to Add a New Gift to GiftWrap
April, 2007
GiftStory -- a New Way to Market Planned Gifts
Custom Logos Make PGM Diagrams Pop!
Creating Prototype Gift Annuity Agreements
March, 2007
2006 Tax Act Relaxes Treatment of CRTs with UBTI
Importing State Reserve Percentages Updates
The Ins And Outs of Annuity Reserve Calculations in GiftWrap
February, 2007
Terminating a Gift Annuity While an Annuitant Is Still Living
A Simple Way to Enhance GiftWrap Security
PGM Help Puts a Wealth of Tax Rulings at Your Fingertips
