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In this issue:
Monthly Analysis: Stuck in the Middle
There’s always going to be some minimum funding amount for a charitable remainder trust (CRT). Anything less simply wouldn’t be sufficient. In such a situation, do you somehow try to make a CRT work anyway, or is it better to focus on either a charitable gift annuity (CGA) or some other alternative? As you might expect, it depends.
 Learn more...
PG Calc Year-End Sale
Find more prospects and close more gifts with time tested tools from PG Calc! From now until December 31, save hundreds of dollars on some of our most popular products, or maximize your savings with our Gift Planner Special or Gift Annuity Starter Kit software and training packages.
For more information...
Quick Tip: Importing Past IRS Discount Rates into Planned Giving Manager
Have you ever had months pass by between uses of Planned Giving Manager? Have you ever used an old installation file to install PGM on a new machine? If so, the monthly IRS discount rates stored in PGM will not be up to date. Fortunately, it is easy to download all the rates you need.
1. From our web site, go to Support on the top navigation bar.
2. Click the IRS Discount Rate link, then click the appropriate Download IRS Discount Rates link.
3. Follow the instructions on this page to update the IRS discount rates in your PGM software.
HelpClip: Capital Gain Can Be Reported Over Longer Than an Annuitant's Life Expectancy
When a donor funds a gift annuity with appreciated property and is also the first annuitant, the donor may recognize the reportable capital gain in equal installments over many years. In most cases, "many years" means the life expectancy of the donor or donors. There is, however, one situation where a gift annuity donor may spread the reporting of capital gain over longer than the donor's life expectancy. Planned Giving Manager's Online Help explains it all.
See how...
Visit Our New Web Site Today!
If you haven’t seen us online recently, then you haven’t seen us online. More than just enhanced design and a new intuitive navigational structure, the new www.pgcalc.com makes it easy to benefit from our 20 years of experience in planned giving and from the insights and expertise of our esteemed planned giving professionals. The site is designed to support your planned giving program whether you are starting from scratch or interested in continuously improving the efficiency and effectiveness of your existing program. Check it out!
Next Webinar on November 28 - Operating An Effective Planned Giving Program
Frank Minton, President of PG Calc's Planned Giving Services Division, will present our next PG Calc Webinar, "Operating an Effective Planned Giving Program." Frank will draw on his thirty years as a gift planner, gift planning consultant, and leader in the gift planning community, to discuss why programs fail to realize their potential and offer guidance on determining the menu of gifts to offer, positioning them to your constituencies, developing practical policies and procedures, and applying the best marketing practices. This interactive multimedia presentation is designed specifically for gift planners or anyone with responsibility for a gift planning program. We hope you will join us!
Learn more...
Recording of First PG Calc Webinar Now Available
Jeff Lydenberg, PG Calc Vice President, presented our first PG Calc Webinar on September 25th. Jeff's presentation on "Basic and Creative Uses of Life Income Gifts" was very well attended and drew high praise in our post-Webinar survey of attendees. If you didn't have a chance to attend Jeff's engaging live session, you can share in the experience by ordering a recording of Jeff's presentation. See the same slides, hear the same commentary, and print the same handouts. The session recording is available online or on CD.
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The East Ohio United Methodist Foundation’s Gift Calculator Engages Prospects
The East Ohio United Methodist Foundation (EOUMF) provides planned giving services to more than 800 United Methodist Churches. Because of the breadth of their work, GiftCalcs, PG Calc’s online gift calculator, helps the Foundation to reach prospects with whom they might not otherwise connect.
Brian Sheetz, the Executive Director of EOUMF, says “Having the gift calculator as part of our web site allows me to use general gift illustrations in a seminar at a local church then invite attendees to go online and run their own numbers, comparing one and two life annuities, or using the exact amount they are interested in. We find it keeps them engaged in the gift planning process and allows them to do some of their own research, freeing us to work with other churches.”
The EOUMF owns the Integrated level of GiftCalcs, which incorporates the design and navigation elements of their web site. This integration gives their planned giving web pages the seamless look they want.
Learn more about GiftCalcs...
Learn more about EOUMF...
GIFT PLANNING TRAINING
We have one more gift planning session scheduled for 2007. This is your opportunity to learn how to utilize your Planned Giving Manager software to help you close year end gifts. Register today!
Gift Planning with Planned Giving Manager
- December 6, 7, Washington, DC
Course Calendar, Details and Registration
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