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In this issue:
Featured Topic: BatchCalcs Service Adds Impact to Mailings: Saves Time Too!
A few months ago, PG Calc announced our exciting new BatchCalcs Service. Inspired by the fundamental premise of marketing that a more personalized message is a more effective message, our BatchCalcs Service offers fundraisers an efficient way to enhance the impact of their planned gift mailings by adding calculations specific to each recipient. The proof of the pudding is in the eating, of course, and the early reports from clients who have used our BatchCalcs Service are very encouraging.
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Past topics
Quick Tip:
Entering the New Discount Rate Early
PG Calc sends the IRS Discount Rate for the upcoming month to all of our clients as soon as we learn the new rate, typically about 10 days before the new rate takes effect. Many of our clients prefer to add the new rate to Planned Giving Manager as soon as they learn it, rather than wait until PGM prompts them for it at the beginning of the new month. Here's how to add a new rate early:
- Choose Customize – IRS Discount Rate Table.
- Click Add.
- Choose Yes to indicate you know the new rate, then enter the new rate. Click Done.
- Choose File – Save Configuration to save the new rate.
HelpClip: Tell Me About the Credit Shelter Trust
Many married couples, if they have a will, have a simple will that transfers all assets of the first-to-die to the surviving spouse. Unfortunately, this can be an expensive estate plan from a tax standpoint because it can waste the ability of each spouse to give up to $1 million away to loved ones during their lifetime without paying any gift tax. The credit shelter trust is a popular estate planning technique that helps a husband and wife make full use of their respective lifetime gift tax exemptions. Planned Giving Manager and GiftWrap Online Help both include a Glossary topic that covers the basics of the credit shelter trust.
See how...
Gift Annuity Manual Update Now Available
The electronic version of Charitable Gift Annuities: The Complete Resource Manual has just been revised to include new sample forms, the latest on state regulatory developments, and a host of other refinements. Those who already use the electronic version will receive their updated manuals shortly. If you don’t already own this comprehensive guide to gift annuities, check out what you’re missing at:
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PG Calc to Start Webinar Series on September 25th!
We invite you to join Jeff Lydenberg, Vice President at PG Calc and widely-praised trainer and speaker, when he inaugurates PG Calc's new webinar series with a presentation on Tuesday, September 25th entitled "Basic and Creative Uses of Life Income Plans." This presentation is suitable for any fundraiser or gift planner. Each interactive webinar will include visual content delivered via the web to accompany the audio presentation. You will be able to attend from the comfort of your own office, or anywhere else you happen to have an internet connection and a telephone. Each webinar will last about 90 minutes, including plenty of time for your questions, all for just one low price of $95 per site. We hope you and your colleagues will join us!
Jeff's session will be followed on November 28th by Frank Minton, President of PG Calc's Planned Giving Services Division, presenting "Operating an Effective Planned Giving Program."
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