2007 Topics

• October
  How Much Will We Get and When Will We Get It?
  
• September
  BatchCalcs Service Adds Impact to Mailings; Saves Time Too
• August
  A Plan That Provides A Donor Immediate Cash
  
• July
  Helping Donors Flex Their Deferred Gift Annuity Muscle
• June
  Mortality and Life Expectancy: Cousins, Not Twins
• May
  Using a Planned Gift to Supplement Retirement Income
• April
  GiftStory: A New Way to Market Planned Gifts
• March
  2006 Tax Act Relaxes Treatment of CRTs with UBTI
• February
  Terminating a Gift Annuity While an Annuitant Is Still Living
• January
  PG Calc Helps Beat the Clock when Closing Year-end Gifts

2006 Topics

• December
  Is Your Gift Annuity Program Sick or Healthy?
• November
  Detailed Comparison of Benefits Combines Best of Both Worlds
• October
  Marketing IRA Rollovers to Donors
• September
  A Potential Tax Trap for Married Couples Who Fund A Gift Annuity
• August
  FASB Liability Values Can Do More Than Just Please Your Auditors
• July
  Never Stop Selling Planned Giving to Your Board
• June
  How to Develop Your Own Marketing Plan, Not Someone Else’s
• May
  I Can't Find One of My Beneficiaries; What to Do?
• April
  Complying with State Gift Annuity Requirements
• March
  Use PGM Diagrams to Market Your Planned Giving Program
• February
  How to Solve a Pooled Income Fund Problem
• January
  PG Calc Helps Beat the Clock when Closing Year-end Gifts
  

2005 Topics

• December
  Polish Your Crystal Ball With Monte Carlo Analysis
• November
  Don’t Flip Your Lid, Flip A Unitrust Instead
• October
  Turning Real Estate into a Source of Income
• September
  Taking the Surprise out of Life Income Gifts for Others
• August
  IRS "Fix" May Break New CRTs
• July
  If It Looks Like a Duck and It Quacks Like a Duck, It Might Just Be a Lead Trust!
• June
  Present Value Depends on Your Point of View
• May
  Teamwork Maximizes the Power of GiftWrap
• April
  PGM’s Gift Descriptions Make Communication Easy
• March
  Computing Equivalent Rate of Return in PGM
• February
  Give Your Prospects The True Story
• January
  Creating Custom Templates

2004 Topics

• December
  Documenting Income Tax Charitable Deductions
• November
  Templates - A Great Way to Start
• October
  Saving a Drowning Pooled Income Fund
• September
  PGM 5.3 Projections Better Than Ever
• August
  What a Difference a Year Makes (with apologies to Dinah Washington)
• July
  There May Be No Accounting for Taste, but There Is for FASB Liabilities.
• June
  RCVs Revealed
• May
  What’s it to you? Implementing NCPG’s Valuation Standards for Charitable Planned Gifts
• April
  State Annuity Filing Requirements: Variety is the Spice of Life
• March
  Customizing the Appearance of Your Planned Giving Manager Software
• February
  Everything You Need To Know to Create a Gift Annuity Proposal
• January
  Life Income Gifts to Benefit Someone Other Than the Donor

• December
  Retirement Planning Using Life Income Arrangements
• November
  Wealth Replacement or "What about the kids?"
• October
  Rollover, rollover -- send your IRA right over!
• September
  PG Calc can help compute FASB liabilities!
• August
  When the discount rate is low, lead trusts rock!
• July
  Changing Gift Annuity Calculation Options
• June
  Partial Payment Mysteries Revealed!
• May
  Using Graphics to Market Gift Annuities
• April
  Gift Annuity Disclosure Statement and the Discount Rate Election Statement
• March
  Gift Option in a Down Market
• February
  Unlocking the Mystery of the Charitable Gift Annuity Income Tax Deduction: Part III
• January
  Unlocking the Mystery of the Charitable Gift Annuity Income Tax Deduction: Part II

• December
  Unlocking the Mystery of the Charitable Gift Annuity Income Tax Deduction: Part I
• November
  Hot Gifts in a Low Discount Rate Environment
• October
  Modeling a Gift Annuity for a Home Plan
• September
  Capital Gain Reporting for Charitable Gift Annuities
• August
  Creating Custom Templates in Planned Giving Manager
• July
  Calculating the Value of a Life Interest -- Part Two
• June
  Calculating the Value of a Life Interest -- Part One
• May
  Creating winning gift proposals with PGM
• April
  Completing a gift
• March
  State-specific Annuity Agreements
• February
  New Generation Skipping Tax Exemption and Annual Exclusion amounts for 2002
• January
  Annuity Rate Warning

• December
  Year-end giving opportunities
• November
  Current versions of PG Calc software
• October
  Chart selection
• September
  EGTRRA
• August
  Templates
• July
  Governing State in Gift Annuity Agreements
• June
  Life Estate Gifts
• May
  Short-term capital gain
• April
  Gifts of more than one asset
• March
  Changing payment frequency
• February
  Custom Gift Annuity Rates
• January
  Take advantage of the Help system!

• December
  Understanding the investment in contract
• November
  Why does Planned Giving Manager sometimes tell me my donors are a year older than they are?
• October
  Exporting gifts from Planned Giving Manager into GiftWrap
• September
  PGM diagrams in Program 3 can enhance your proposals to donors
• August
  Investment Plan for Funding Assets: SELL, SELL, and SELL!
• July
  What can PGM's actuarial calculations chart do for me?
• June
  What the heck is a commuted payment gift annuity, and how can I set one up in PGM?
• May
  Why is capital gain tax spread out over the donor's lifetime with some gift annuities, and paid in the year of the gift in others?
• April
  What is the discount rate, and why is it so much higher this year than last year?
• March
  I cannot enter more than three digits in PGM principal value and cost fields! What's going on?
• February
  What investment assumptions should I use in Planned Giving Manager?
• January
  Yikes! Am I using the most current version of Planned Giving Manager and why does it matter?
  

• December
  E-mail your Planned Giving Manager charts!
• November
  One of our annuitants is revoking their income interest in a gift annuity. How do I calculate his charitable deduction?
• October
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• September
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• August
  Compute FASB liabilities with your PG Calc software!
• July
  Explanation of the ACGA Rate changes.
• June
  Explanation of the new deduction factors.
• May
  How do I know if my software is up to date?
• April
  Use care in describing tax consequences of making a planned gift!