eRate Monthly Newsletter

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PG Calc's eRate monthly electronic newsletter contains the latest IRS discount rate and articles on planned giving topics of interest.

PG Calc eRate Newsletters

2017 eRate Newsletters

October 2017

  • Revocation Language in CGA Agreements - To Include or Not To Include
  • Sharing Your PGM Anywhere Cases with Other PGM Anywhere Users
  • PG Calc Zombies Visit NCPP 2017

 

September 2017

  • Surrendering an Income Interest in a Life Income Gifts
  • Imitation Is the Greatest Form of Flattery
  • How to Record Final Distributions in GiftWrap

August 2017

  • Missing Persons and Uncashed Checks
  • Advisor Marketing? No, It's Advisor Stewardship.
  • Update Financial Information in Planned Giving Manager and PGM Anywhere for Fiscal Year End

July 2017

  • Funding CGAs with Mutual Funds (What Is the Problem?)
  • Annual Compliance Reporting: Let PG Calc Do the Heavy Lifting for You This Summer
  • Come to Group Training this Summer

 

June 2017

  • When a Donor Walks Away from a Gift (and the Charity Benefits!)
  • PG Calc Announces Where's Zombie Photo Contest
  • PG Calc Webinar Recordings Are a Great Way to Spend Spare Budget Dollars

May 2017

  • BatchCalcs Will Make Your Gift Annuity Mailing More Compelling
  • PG Calc Unveils New Website
  • GiftWrap 4.2.10 Has Been Released

April 2017

  • PGM Clients Get PGM Anywhere Too!
  • An Underutilized Cultivation and Marketing Tool
  • Spring Training Opportunities

 

March 2017

  • Taking The Temperature of Your Gift Annuity Program
  • Get A Qualified Appraisal Before Filing 1040 For 2016
  • Should You Be Concerned About USPS "Marketing Mail?"

February 2017

  • Asking For Money Back - Awkward!
  • PG Calc Solutions for Annual Compliance Reporting
  • Titles Speak Louder Than Copy

January 2017

  • Oh, Those Pesky Capital Gains!
  • Don't Tweak Those Gift Annuity Agreements
  • Six Email Myths You Should Know

2016 eRate Newsletters

December 2016

  • IRA Charitable Rollover Celebrates First Anniversary
  • ACGA Suggested Maximum Rates Remain Unchanged
  • The Year of Life Income Gifts

November 2016

  • Are You Ready for the End?
  • Did You Know PGM Anywhere Can Produce Custom Documents?
  • New PGM Anywhere and GiftWrap releases

October 2016

  • 15 Tips on Getting More Donors to Read Your Emails
  • Why Print Will Never Die
  • When Only a CRAT Will Do

 

September 2016

  • To Retain or Not to Retain?
  • Is This a Good Time for Gift Annuities?
  • Extremely Low IRS Discount Rate Creates Opportunities and Challenges

August 2016

  • Unitization v. Fund Accounting
  • Projecting Future Income from Bequest Expectancies
  • Transforming Life Income Gits into Current Gifts

July 2016

  • How High Is the Sky?
  • Creating a Marketing Brief
  • The Key Ingredient to Email Marketing Success

 

June 2016

  • Meeting the Challenge of Raising More Planned Gifts
  • Latest PGM Anywhere Release
  • Keeping Up With the Marketing Times

May 2016

  • The Lure of Real Estate
  • How Do You Measure Your Marketing Program's Success?
  • GiftWrap 4.2.8 Released

April 2016

  • Why Websites Still Matter
  • Improving Markething Through Photos
  • Missed a PG Calc Webinar? Watch the Webinar Recording Instead

 

March 2016

  • Planned Giving In a Volatile Market
  • What Are Your Keystone Habits?
  • PGM 7.3 Release: PGM Incorporates 2016 Indexed Tax Table

February 2016

  • Your Best Donors Are Hiding in Plain Sight
  • Why Donor State and Governing Law State May Differ
  • Charitable IRA Rollover is Permanent - Do Your Donors Know?

January 2016

  • IRA Rollover Legislation Passed and Made Permanent
  • Gift Annuity Risk - Keeping On Your Toes
  • Webinar Schedule for 2016 Is Now Available

 


 

How Can We Help You?

For further information about any of our publication or information resources, just call!
Vice President, Client Services

Contact Tina Yelle:

888-474-2252 E-mail

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