Home > Marketing > Lead generation > BatchCalcs
Strategic Marketing Plan
Marketing Program Audit
Lead Generation
Direct Marketing
Advisor Marketing
BatchCalcs Client Data Form

Please complete this form to provide PG Calc's BatchCalcs Service with the
information we need to process your data. 

Required fields are designated with an asterisk (*)

Contact information:
* Name:
* Telephone:
* Organization:
* Email:

Data file

* I will provide the data in the following format:
Comma-delimited text file (*.csv)
Tab-delimited text file (*.txt)
Excel file (*.xls)

Data source:
GiftWrap
PG Calc Gift Admin
Other data source

* Approximate number of records expected in file:

* Preferred method of file transfer:
Email attachment
Post to FTP site
Mail CD

* Estimated date the data file will be delivered to PG Calc :

Fields in each record (choose "In file" if value will be supplied in the file; otherwise, indicate what value PG Calc should "Assume")

* ID #:
In file
PG Calc should assign (file must provide name or other identifier)

* Beneficiary birth date(s) or age(s):
Birth dates
Ages

* Gift type:
In file Assume:
Charitable gift annuity (CGA)
Deferred gift annuity (DGA)
Charitable remainder unitrust (CRU)
Charitable remainder annuity trust (CRAT)
Pooled income fund (PIF)
Retained life estate (RLE)

* Gift amount:
In file Assume:

Cost basis:
In file Assume:

* Gift date:
In file Assume:

* Payment frequency:
In file Assume: A S Q M

* Payment timing:
In file Assume: End (recommended) Beginning

* IRS discount rate:
In file Assume:
Charitable gift annuities and Deferred gift annuities only

* Payout rate:
In file Look up in table
Annuity rate table (only if "Look up in table" chosen as payout rate):
Current ACGA rates  
Past ACGA rates Year
Custom rate table Name .gar
Date of first payment (Deferred gift annuities only):
In file Assume:
Donor/annuitant relationship: (appreciated assets only)
In file


Assume for 1-life:
annuitant is also the donor
annuitant is not the donor
Assume for 2-life:
annuitant #1 is also the donor
annuitant #2 is also the donor
joint annuitants donate joint assets
neither annuitant is a donor
Other gift types

Term type (CRTs, CLTs, RLEs only):
In file

Assume: Lives

Fixed term
Term in years (CRTs, CLTs, RLEs only): 
In file Assume:

Annual investment return % (only if you want BatchCalcs projected values added to file):
In File Assume:
Value of building(s) (RLEs only):
In file Assume:
Salvage value of bldg(s) (RLEs only):
In file Assume:
Est. useful life of bldg(s) (RLEs only):   
In file Assume:
Indicate the BatchCalcs values you want added to each record

Charitable gift annuities and Deferred gift annuities only
Charitable deduction
Annual payment amount ($)
Annuity rate (%)
Beneficiary age(s) on birth date nearest gift date (requires birth date(s))
Beneficiary ages on annuity starting date (Deferred gift annuities only)
Ordinary income portion of annuity
Capital gain portion or annuity
Tax-free portion of annuity
# of years tax-free portion paid
Total reportable capital gain
# of years capital gain reported
Donor's total capital gain in gift asset
Exclusion ratio (portion of annuity that will be tax-free or capital gain income for many years)
Projected total payments
Projected amount remaining for charity
Projected years gift will last

Other gift types
Charitable deduction
Annual payment amount
Beneficiary age(s) on birth date nearest gift date (requires birth date(s))
Donor's total capital gain in gift asset
Probability of principal exhaustion (Charitable remainder annuity trust only)
Value of land portion of gift asset (Retained lIfe estate only)
Projected total payments
Projected amount remaining for charity
Projected years gift will last

Creation of mailing

* Do you want PG Calc to help create your mailing?
Yes No (skip remaining question)

If Yes, you want PG Calc to (check all that apply)
Help draft mailing text
Merge data into mailing text (text must be in MS word)
Create Summary of Benefits chart merge document
Merge data into Summary of Benefits chart
Other
 Describe

   Thank you. 

 

 
© Copyright 2010 PG Calc. All rights reserved. HOME  |  CONTACT US  |  SITE MAP  |  PRIVACY STATEMENT