PG Calc publishes two extensive reference works that draw upon the considerable experience and knowledge of our Planned Giving Services Division — Edith Matulka, J.D., J. William Zook, Jr., J.D., and Frank Minton, Ph.D., the nation’s leading experts on gift annuities.
First published almost a decade ago, Charitable Gift Annuities: The Complete Resource Manual has become a must-have publication for charities and advisors who deal with gift annuities. Whether your organization has been issuing annuities for years or is just thinking of getting started, here is your guide to a first-rate gift annuity program. The manual includes a wealth of content you’ll use on a daily basis.
Many U.S. charities – especially colleges and universities – are the beneficiaries of planned gifts made by their Canadian supporters. Since 1994, the leading resource for those interested in gift planning north of the border has been Planned Giving for Canadians. Revised for 2007 by Frank Minton, President of PG Calc’s Planned Giving Services Division, the third edition of this authoritative work not only delves into the details of Canadian tax law, but also offers a wealth of guidance useful in working with planned giving donors and prospects on either side of the border.
