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In this issue:
Featured Article: The General Theory of Discount Rate Relativity
The IRS discount rate has dropped like a stone over the last six months. Last August it was hovering at 6.2%. By this February it had plunged to 4.2% and the March 2008 rate is even lower at 3.6%. Commonly called the "rate of the month," rapid change in the IRS discount rate can play havoc with the deduction patterns that gift planners thought they understood. Just when it appears axiomatic that the deduction for a 5% remainder unitrust is always less than the deduction for a comparable 5% remainder annuity trust, the opposite becomes true. What is the cause?
 Learn more...
Quick Tip: Custom PGM Suite Default Settings
Planned Giving Manager makes data entry easier by providing a default answer for every question it asks. You can make your PGM data entry even easier by customizing the default values for any of these questions to fit your practices more closely.
How to Create Custom Startup Defaults
- Launch PGM to start a new session, then enter all values just as you wish to see them each time you launch PGM.
- Open the File menu in the Menu Bar.
- Select Startup Defaults.
- Click Save Current Inputs as Custom Startup Defaults.
- Click Save.
HelpClip: Reference Information: A Valuable Resource
Do you need to know how gift annuity agreement requirements vary from state to state? Would you like to provide a prospect's advisor with IRS sample charitable remainder trust agreement language? Would you like to read IRS final regulations on flip unitrusts or dozens of other IRS rulings important to gift planning? You can find the answers to these and hundreds of other questions in the Reference Information section of Planned Giving Manager's Online Help.
See how...
Webinar on February 28: Bequests and Other Simple Estate Gifts
On February 28, Bill Zook, Executive Vice President of Planned Giving Services, a division of PG Calc, will deliver “Bequests and Other Simple Estate Gifts.” In this Webinar, Bill will walk you and your colleagues through the common forms of bequest gifts, as well as some of the most important elements of a bequest program, including tips for discussing bequests with donors and advisors, marketing and stewardship of your program, and effective management and administration.
Register now to join us on February 28, from 1:00 pm to 2:30 pm Eastern Time...
Lions Clubs International Foundation Enjoys Webinar Learning
PG Calc’s new Webinars are designed to provide engaging multimedia presentations on relevant topics in gift planning at both basic and more advanced levels, delivered by experts in the field, in the comfort of your own office or conference room.
Lisa Hellman, Development Manager of the Lions Clubs International Foundation, recently viewed “Basic and Creative Uses of Life Income Plans,” one of our first Webinars. Lisa reports, "The information that was communicated, relating to gift planning situations, was precisely what I hoped it would be. Planned giving can be complex and it is always helpful to have a refresher, like a PG Calc Webinar. Personally, I think instructor Jeff Lydenberg is a planned giving genius! I also feel lucky that I can contact PG Calc at any given moment if I need further clarification on any type of planned gift."
Learn more about PG Calc Webinars and view the schedule...
Learn more about the Lions Clubs International Foundation...
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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. |
