IRS Applicable Federal Midterm Rate for May 2010 is 3.4%.

The valuation rate for new pooled income funds in 2010 is 4.6%.

In this issue:

• Featured Topic: Pooled Income Funds – You Got to Know When to Hold ‘Em, Know When to Fold ‘Em
• Quick Tip: YTD Payment Summary
• Help Clip: The GiftWrap Glossary is a Great Resource
• Attention GiftWrap 3.6 Clients – Schedule Your Migration to 4.0 Today!
• Marketing Corner
• PG Calc’s State Registration Services Make an Overwhelming Process “Simple and Straightforward”
• Upcoming Webinar: Managing Risk in Your Gift Annuity Program
• Upcoming Group Training Sessions

Pooled Income Funds – You Got to Know When to Hold ‘Em, Know When to Fold ‘Em
So, you have a pooled income fund (PIF). How’s your fund doing? We hear a variety of stories from our clients. Some clients have PIFs that are doing well, but many others are looking for ways to close their PIF.

Learn more...

Past topics...

Quick Tip: YTD Payment Summary
How much have we paid to our beneficiaries so far this year? You probably either have been asked this question or have asked it yourself. There is an easy-to-produce report in GiftWrap that provides the answer in a few seconds.

The YTD Payment Summary report summarizes payment information for each income beneficiary included in the report. This report is designed to make it easy for you to review all of the payments made to each income beneficiary within any specified time period by grouping together all of the payments made to each beneficiary.

To run the report, select Payments – Payment Summary Reports from the Menu Bar, then select YTD Style Payment Summary and enter the check date range and other selection criteria relevant to the report. Click OK and you have your report!

Help Clip: The GiftWrap Glossary is a Great Resource
GiftWrap Online Help includes an extensive glossary of terms of interest to gift planners and planned gift administrators. When you are unsure of what a term you have encountered in your work means, the glossary is a great resource to turn to for answers.

Learn more...

Attention GiftWrap 3.6 Clients – Schedule Your Migration to 4.0 Today!
We will be converting GiftWrap 3.6 clients to Web-based GiftWrap 4.0 throughout the year, and some periods will fill up quickly. Sign up for a convenient migration date today. Reserving a date for migration will ensure that PG Calc can be available when your resources are.

Sign up

Marketing Corner
Marketing is an indispensable part of a successful planned giving program, yet our experience suggests that many planned giving professionals find it challenging to put strong marketing efforts into action and refresh them consistently. PG Calc is pleased to introduce several new marketing services that are integral to any successful planned giving program. These services will benefit your program while respecting your budget.

- Conducting a marketing program audit
- Conducting a marketing collateral audit
- Creating a marketing starter’s kit
- Cultivation and solicitation planning
- Writing custom copy for your website, newsletters, email campaigns, or brochures

Learn more about how we can help you improve your marketing program and your results

PG Calc’s State Registration Services Make an Overwhelming Process “Simple and Straightforward”
Juan Ros, Director of Development, Ronald Reagan Presidential Foundation, informs us that “I have used PG Calc’s gift annuity state registration services at two different organizations to launch national CGA programs, and I would use them again. They are exceedingly thorough in their work and knowledgeable about gift annuity regulations. Edie Matulka and her team are consummate professionals and they make what could be a difficult, overwhelming process simple and straightforward.”

There are currently 46 states that have enacted legislation pertaining to the issuance of gift annuities. The degree of regulation varies substantially. PG Calc is familiar with this complicated terrain and can help you chart the best course for your organization.

Among other offerings, PG Calc can review state regulations, outline a plan for registrations and notifications, provide a written summary of issues, prepare applications and notification letters, prepare state forms and prototype gift annuity agreements, and assist with inquiries and requests from state officials.

Learn more about our State Registration Services

Learn more about the Ronald Reagan Presidential Foundation

Upcoming Webinar: Managing Risk in Your Gift Annuity Program
The “Great Recession” has prompted many charities to examine the financial risk in their gift annuity programs like never before and to make adjustments where necessary. Learn how to evaluate and manage risk in your organization’s gift annuity program from one of the country’s leading experts on gift annuities.
 
Presenter: Frank Minton
Date: April 22, 2010
Time: 1:00 - 2:30 pm ET

Register

Upcoming Group Training Sessions
We are offering Planned Giving Manager (PGM) and GiftWrap training sessions prior to the American Council on Gift Annuities (ACGA) conference in New Orleans on April 26-27. Our training sessions provide a solid foundation for individuals who are new to planned giving. These classes may also serve to reinforce the skills and knowledge of experienced gift planners or administrators. The GiftWrap classes will include a sneak peek at GiftWrap 4.0!

We will also be offering our PGM training sessions in Boston on May 10-11 prior to the annual Planned Giving Group of New England (PGGNE) all-day conference.

Looking ahead to June, we will be offering our Lead Trust School in Boston. Learn how to create illustrations that will engage your lead trust prospects and inspire them to action.

April 26-27
Gift Administration with GiftWrap
Basics, Reporting & Analysis
New Orleans, LA

April 27
Gift Planning with Planned Giving Manager
Introductory
New Orleans, LA

May 10-11
Gift Planning with Planned Giving Manager
Introductory, Advanced
Boston, MA

June 14
Lead Trust School
Boston, MA

For more information or to register

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