 Spread the News!
Feel free to forward this e-mail to anyone who might find it useful.
Anyone is welcome to sign up for this free monthly newsletter.
In this issue:
Featured Topic: A Plan That Provides a Donor with Immediate Cash
Although the stock market has been up and down in recent years, many Americans hold blocks of highly-appreciated stock. Most likely, some of your organization's potential donors would like to cash in on their gains while they still have them and minimize their taxes in the process.
A charitable remainder trust or a gift annuity might be a solution, but what if your prospect wants cash immediately, too? A life income plan alone won’t do it.
 Learn more...
Past topics
Quick Tip:
Educate Your Staff with GiftStory
PG Calc's GiftStory software makes it easy for you to create personalized multimedia presentations on ten common gift planning situations. Just 7-12 minutes long, these presentations are ideal for educating your staff about planned giving, as well as for motivating your prospects to make a planned gift.
- Create a GiftStory presentation on your topic of interest, including a sample gift illustration where appropriate.
- Go through the presentation, page by page, in front of your staff, or e-mail your staff a link to the presentation and ask them to watch it at their convenience.
HelpClip: Looking Up a Life Expectancy in PGM
There are any number of reasons why you might want to estimate how much longer a person will live. When might a life insurance policy distribute its death benefit to your organization? When might the bequest intention your donor has just divulged bare fruit for your institution? Planned Giving Manager's Online Help offers several life expectancy tables to help you with the answers to these and similar questions.
See how...
IRS Provides Guidance on Drafting Charitable Lead Trusts
The IRS has added charitable lead trusts to the list of planned gifts for which it has issued sample trust instruments, annotations, and alternate provisions. This new guidance is contained in Revenue Procedure 2007-45 for inter vivos trusts and Revenue Procedure 2007-46 for testamentary trusts. Each Revenue Procedure covers both grantor and non-grantor charitable lead trusts. You can find the full text of previous IRS Revenue Procedures that provide guidance on drafting charitable remainder annuity trust, charitable remainder unitrust, and pooled income fund instruments in Planned Giving Manager's Online Help under Contents – Reference Information – IRS sample gift agreements.
Frank Minton’s Planned Giving for Canadians available soon on CD-ROM
Many U.S. charities – especially colleges and universities – are the beneficiaries of planned gifts made by their Canadian supporters. For almost 15 years, 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.
Training - It's Better in the Summer
As planned giving continues to gain popularity as a creative fundraising technique, more staff and organizational resources are being dedicated to it. No longer relegated to the specialist, planned giving knowledge is critical to everyone involved in fundraising.
We share our expertise and offer training to help you learn more about planned giving, gift administration, and our software in ways that best suit your needs. Our instructors bring deep technical knowledge, strong marketing skills, legal expertise, and years of planned giving experience to each class.
Our August 2007 Gift Planning and Gift Administration classes are very popular. The content is excellent and the timing seems to be perfect as clients gear up for fundraising and year-end gift administration requirements.
By the way, summer is a great time to visit Boston!
Gift Planning with Planned Giving Manager
August 13, 14 Boston, MA
Gift Administration with GiftWrap
August 15, 16 Boston, MA
Learn more and register online, or call us toll free at 888-474-2252 for more information.
GiftStory Helps Northern Cheyenne Elders
Soaring Eagle’s Northern Cheyenne CEO, Calvin "Ve’kese hemaevo" Wilson, finds that using GiftStory saves him valuable time and makes donor presentations so much easier. "I’m a people person," Calvin explains, "I want to get to know donors without pulling out stacks of intimidating forms and figures. GiftStory lets me do that."
GiftStory is our new, easy-to-use software that creates customized, multimedia presentations for a range of common gift planning situations. Designed to make your job easier and to save you countless hours of preparation, GiftStory helps you to cultivate prospects more effectively and helps to promote your organization’s mission.
As a young Cheyenne boy riding his horse across the hills, Calvin never dreamed that he would someday help his people using a computer and an innovative tool like GiftStory. He notes "Thanks to PG Calc for making that possible!"
Learn more about Soaring Eagle
Learn more about GiftStory
Comments on This Newsletter
Send an e-mail message with your thoughts and/or suggestions to support@pgcalc.com.
This publication is designed to provide information in regard to the subject matter covered. It is understood that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. |
