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In this issue:
Featured Article: Beyond Charitable Rollovers: IRAs & Their IRD Cousins
It’s clear – even to Congress – that donors and charities have been very pleased with the temporary IRA charitable rollover provision contained in the Philanthropy Protection Act of 2006. Although the IRA charitable rollover is set to expire at the end of December 2007, the gift planning community is working hard to convince lawmakers to continue, and ideally to expand and make permanent, the tax incentives for using IRAs to make charitable gifts during life.
 Learn more...
Quick Tip: How to Export a GiftStory Presentation to a CD
Do you have prospects that do not have access to e-mail or use it only infrequently? If so, GiftStory allows you to create a self-running CD of any of its presentations so that an internet connection is not needed. You can then mail a GiftStory CD to your prospect or offer it as a “leave behind” after a visit.
To create a GiftStory CD:
- Create your desired GiftStory presentation, and then click the Download tab.
- Create a new folder (or choose an empty one) using Save As/Create New Folder in your browser.
- Download all files for a single presentation to the folder created in Step (2), including the Autorun file for CD creation.
- Copy the files downloaded in Step (3) to a blank CD. The presentation will start automatically when the CD is inserted.
Note: We recommend that you create a new folder each time you download a presentation. If you do not do this, you will overwrite GiftStory files already saved in the folder.
HelpClip: New Knowledge Base Answers Many of Your Questions
One of the great features of PG Calc's new web site is a full-featured Knowledge Base. With search functions that make it easy to find any of its more than 400 topics (and counting!), the Knowledge Base puts a vast store of planned giving answers at your fingertips. Give it a try!
See how...
New York is Reviewing the Methodology for Determining Required Reserves
The New York Department of Insurance is concerned about the adequacy of gift annuity reserves based on the current methodology. During the next several months the Department, in consultation with the ACGA and other interested parties, will be discussing mortality tables, interest rates, surplus reserves and other factors. Charities should be alert to the possibility of a change in the methodology for determining required reserves that would apply to the report for 2008 filed in early 2009.
PG Calc will monitor the discussions and will notify clients when the New York Department of Insurance finalizes the methodology to be used for calculating NY state reserves. If the method does change, PG Calc will make the necessary adjustments to the state reserve calculation function in our GiftWrap software to reflect the changes.
Donor Raves about GiftStory!
Mr. Frank Rasmus, a frequent charitable gift annuity donor to the Catholic Family Foundation of the Archdiocese of Baltimore and other charities, can’t say enough about GiftStory. Although he is knowledgeable in the mechanics of gift annuities, he believes that GiftStory is an invaluable tool for newcomers to planned giving.
“GiftStory is very clear, concise, and well-timed. I can click on the Next button at my own pace to bring me through the various slides, and I can replay it as much as I want until I completely understand the concepts. I think that the combination of audio and visual brings the concepts alive in a way that a paper presentation cannot. I am thrilled with GiftStory and hope that it will greatly increase the number of people who understand the great benefits of giving to charity through a life income gift”, said Mr. Rasmus.
GiftStory is an easy-to-use software product from PG Calc that creates customized, multimedia presentations for a range of common donor situations. The presentations communicate planned giving information clearly, in a warm and engaging manner, through brief self-running modules that include text, graphics, and optional audio narration. Designed to make your job easier and to save you countless hours of preparation, GiftStory helps you to cultivate prospects near and far more effectively and efficiently than ever before.
Learn more about GiftStory...
Learn more about the Catholic Family Foundation of the Archdiocese of Baltimore...
PG Calc Year-End Sale
There is still time to 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 one of our select software and training packages.
For more information...
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