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In this issue:
Featured Topic: Using a Planned Gift to Supplement Retirement Income
The typical planned gift donor is well beyond retirement age. In its most recent survey of gift annuity activity (2004), for example, the American Council on Gift Annuities (ACGA) found that the average age of annuitants at the time an immediate gift annuity was established was 78 years old. Might you be able to broaden your donor base for planned gifts by appealing to somewhat younger people in ways that provide substantial benefits to your organization? Yes!
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Past Topics
Quick Tip:
GiftWrap Can Help You Prepare Birthday Greetings
GiftWrap can produce a Person Summary report or Mail Merge Data file for people whose birth dates are in a specific month. Use them to help you create a birthday greeting mailing!
- Select Reports - Person Summary in the Menu Bar.
- Select Current as the Person Status.
- Enter in the Condition field: month(person.dob) = X
[X = the numeric month of birth, e.g., 10 = October].
- Run the report.
Use the same condition to produce a Mail Merge Data file suitable for producing a mailing of birthday greeting letters or cards.
HelpClip: PGM - GiftWrap Integration Makes It Easy to Add a New Gift to GiftWrap
When a donor completes a planned gift to your organization, it signals the start of a long relationship. To help start this relationship off right, clients who use PG Calc's Planned Giving Manager (PGM) calculations software and GiftWrap gift administration software can set up a new gift in GiftWrap in two easy steps:
1. Use PGM to create a file of information on the new gift.
2. Import this information into GiftWrap while adding the new gift.
Importing gift information from PGM into GiftWrap saves time and reduces mistakes. If you have both products, take advantage of this feature!
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Personalize Your Marketing with PG Calc's New BatchCalcs Service
PG Calc’s BatchCalcs service gives fundraisers an automated way to make their planned giving mailings more effective by including personalized calculations in each prospect letter or e-mail. Just think how much more of a response rate you’ll get to your gift annuity mailing when each piece has not only the donor’s salutation, but also her charitable deduction, specific annuity payout rate, and tax-free portion. Additional calculations for gift annuities, as well as other gift types, are available.
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Time Is Running Out on GiftStory Sale
Treat yourself to the freshest planned giving idea of the year – GiftStory -- and save 25% if you act now! GiftStory’s setup fee is reduced as part of its introduction, but only if you order by April 30, 2007. GiftStory's animated presentations communicate planned giving information clearly, in a warm and engaging manner. See what your colleagues will be using!
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ACGA Suggested Annuity Rates Will Not Change
The American Council on Gift Annuities decided on April 2, 2007 that it will make no changes to its suggested annuity rates for gift annuities. The current suggested rates, which first went into effect on July 1, 2003, will continue through at least June 30, 2008. The ACGA has made no change to its suggested compound interest rate for computing deferred annuity rates, either. The current rate of 5.25%, which has been in effect since July 1, 2006, will continue through at least June 30, 2008.
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