eRate Newsletter Archive
 PG Calc publishes the eRate, a monthly electronic newsletter, as a service to the planned giving community. The eRate contains the latest IRS discount rate, articles on planned giving topics, and information on PG Calc training, products and services.
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August 2010
Gifts Funded with Multiple Assets
Using Online Help in GiftWrap 4.0
Time to Update Your Gift Annuity Disclosure Information
July 2010
The Stewardship Challenge - Managing the Complexities of Gift Administration
Gift Annuity Partial Payments in PGM
GiftWrap 4.0 – Have You Scheduled a Migration Date?
June 2010
Analysis of the New ACGA Annuity Rates
PG Calc Makes Boston Business Journal’s 2010 Best Places to Work
Planned Giving Manager Version 6.3 About to Be Released
May 2010
Pooled Income Funds – You Got to Know When to Hold ‘Em, Know When to Fold ‘Em
YTD Payment Summary
The GiftWrap Glossary is a Great Resource
April 2010
Exploration of Investment Rate Assumptions
Entering Gifts in GiftWrap - The Easy Way
Context-Sensitive Help in Planned Giving Manager
March 2010
The “Shark Fin” Lead Trust
Changing Colors in PGM Diagrams
Creating a Mail Merge File in GiftWrap
February 2010
The Charitable Installment Bargain Sale
PG Calc’s Webinars Offer Affordable Staff Training
PGM Tool Computes Blended Federal and State Income Tax Rate
January 2010
PG Calc Looks Into Its Crystal Ball for 2010
Personalize Calculations from Functions in the Tools Menu
Year End Update in GiftWrap
December 2009
Sharing Success: What Non-Profit Organizations Can Learn about Marketing from For-Profits
Avoid Year-End Processing Errors – Verify Database in GiftWrap
Setting an Annual Asset Turnover %
November 2009
Important Changes in Retirement Plan Rules Will Affect Gift Planning
Combining a Partial Payment with a First Full Payment for CGAs
Unlocking GiftWrap 3.6 After Being Locked Out
October 2009
Increasing Bequests to Your Organization through Effective Marketing
Bequests – What Is the Value to Your Charity?
Numbers Diagram Now Available in Basic Gift Illustrations
September 2009
Responsible and Effective Gift Projections
Personalize PGM Diagrams with Donor and Beneficiary Names
FASB Calculations in PGM and GiftWrap
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"The Omaha Home for Boys is very happy with PG Calc. We've been using the software for more than five years now, and if I had to boil it down to one aspect, I'd say PG Calc's client support is what the Home appreciates the most. Capability, client support, and price - as far as the Home is concerned, PG Calc is the top pick in all those areas. Thank you!"
Todd Simpson
Director of Development
The Omaha Home for Boys
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