The 2007 valuation rate for new pooled income funds is 4.8%. See an expanded explanation of how this rate is calculated.

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In this issue:

• Featured Topic: How Much Will We Get and When Will We Get It?
• Quick Tip: Comparing a CGA Funded with Cash vs. Stock
• HelpClip: Everything You Want to Know About GiftWrap's Record Death
• Webinar - Basic and Creative Uses of Life Income Plans
• New Client Welcome:  Bethesda Health Group
• Training - Gift Planning and Gift Administration

Featured Topic: How Much Will We Get and When Will We Get It?
Wouldn’t it be great if you could know exactly when your organization will receive its distribution from a planned gift and the amount?  Of course, typically the exact amount and timing of this distribution will be unknown.  So, how can a charity make a reasonable prediction of the future value and timing of its planned gift distributions?
Learn more...

Past topics

Quick Tip: Comparing a CGA Funded with Cash vs. Stock
Donors often must decide whether to use cash or stock to fund a gift annuity.  PGM's Comparison of Benefits chart lets you help them decide by comparing the financial benefits of each approach in a simple side-by-side format.

1. Open Basic Gift Illustrations, then choose Presentation Selection – Comparison of Benefits.
2. Open Principal Value – Cost Basis, then choose Yes to Compare Different Principal Amounts.  Enter the Principal and Basis of each asset you wish to compare.
3. Open Gift Options and add a gift annuity for each asset whose values you entered in Step (2).  View your results.

HelpClip: Everything You Want to Know About GiftWrap's Record Death
GiftWrap's Record Death function works hard so you don't have to.  It doesn't just change a person's status from Current to Deceased.  It also reviews every gift to which the deceased person is linked.  Depending on the situation, Record Death then adjusts check rows, changes gift status, computes the undistributed investment in contract, and more, as appropriate.  The Record Death help topic covers all the many paths this function can take and explains how it will affect your data in every situation.
See how...

Webinar - Basic and Creative Uses of Life Income Plans
Don’t miss out on next week’s Webinar on Tuesday, September 25th!  This interactive multimedia presentation called "Basic and Creative Uses of Life Income Plans” will be presented by Jeff Lydenberg from 1:00 - 2:30 pm Eastern Time.  The cost is $95 per site and the running time is 90 minutes. Presentations are delivered via the Internet and your telephone.  Who should attend? Anyone who works with major gifts prospects!
Learn more...

Sign up now for the September 25th Webinar

PG Calcs’s Gift Administration Helps Launch Bethesda Health Group's Planned Giving Efforts

Bethesda Health Group’s Marcia Quint, Director of Development, says “The PG Calc Gift Administration Service has been an incredible help in launching our planned giving efforts. I have absolute confidence that all of the behind the scenes components involved with annuity payments, proper tax forms, etc. are happening on schedule and without any problems. I get the help I need when I need it with a level of customer service that is outstanding.”

PG Calc’s gift administration services provide expert, reliable, and cost-effective solutions for our clients. Our relationship managers are experts in all aspects of charitable gift administration, and our gift administration services meet the diverse needs of development, business, and finance offices at charities nationwide. We can handle all sized accounts – we have clients with 1 annuity and some with 500 or more! 

Learn about Our Gift Administration Services

Learn more About Bethesda Health Group

Training - Gift Planning and Gift Administration
Planned giving continues to be a very important component of successful fundraising.   In addition to planned giving specialists, others in the development department are being asked to learn how to recognize planned gift opportunities and how to create effective gift plan options to help prospective donors achieve their charitable goals.  Administrative staffs are challenged to fulfill a vital stewardship role through efficient gift administration practices.

PG Calc is a respected leader in helping experts and those new to planned giving develop successful gift proposals and improve gift administration efficiency.  In addition to excellent telephone support, 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 in-depth technical knowledge, strong marketing skills, legal expertise, and years of planned giving experience to each class.

If there are new people in your office who need Planned Giving Manager or GiftWrap training, or if you have had some experience and would like to refresh or expand your knowledge of gift planning concepts or gift administration practices, we have space available and would be happy to see you.

Register now for a training session at one of these locations.

Gift Planning with Planned Giving Manager
- October 9, 10 Grapevine, TX (prior to the NCPG Conference)
- November 15, 16 Atlanta, GA
- December 6, 7 Washington, DC

Gift Administration with GiftWrap
- October 9, 10 Grapevine, TX (prior to the NCPG Conference)

Course Calendar, Details and Registration

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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.