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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May 2012
The 7 Characteristics of a Successful Planned Giving Program: A Summary
Including Payment Revocation Language in a Gift Annuity Agreement
Marketing Corner with Ann McPherson: Tried and True Marketing Rules

April 2012
IRS Statistics on Planned Gifts Reveal Some Surprises
Updating Gift Annuity Disclosure Information in PGM
Are You Using the Current ACGA Rates?

March 2012
Gifts of Gold
Blending Federal and State Income Tax Rates
Reissuing 1099-R Forms

February 2012
Endowments Enable Planned Gifts to Cast a Long Shadow
Producing a Group of Gift Profiles in GiftWrap
Pay Your Invoice Online

January 2012
Gift Annuities – Year-End Planning and Operations
Choosing a Mortality Table when Computing the Present Value of a Bequest
Year End Update – GiftWrap

December 2011
It’s a Great Time to Consider Retained Life Estates
ACGA Announces New Annuity Rates, Effective 1/1/2012
PGM 6.5A Released Today!

November 2011
Gift Planning in a Nervous Market
Importing Market Values into GiftWrap
Entering the New IRS Discount Rate into PGM before the 1st of the Month

October 2011
Appreciating Residual Bequests
IRS Discount Rate Hits All-Time Low
GiftWrap’s FASB Calculations Explained

September 2011
Common Recommendations from Our Consulting Audits
Computing FASB Liabilities in PGM
GiftGuide Now Gives You More Flexibility

August 2011
Discouraging Bad Gifts
Online User Manual Helps You to Configure PG Calc’s Web Tools
Now You Can Edit Text in GiftGuide Descriptions

July 2011
Computing the Value of a Future Bequest
GiftWrap’s CashTrac CGA Market Values Explained
Blended State and Federal Tax Rates

June 2011
Making the Right Choice between a CGA and a CRT
ACGA Revises Gift Annuity Rates, Effective July 1, 2011
PGM 6.5 Released on May 13