IRS Applicable Federal Midterm Rate for June 2010 is 3.2%.

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

In this issue:

• Featured Topic: 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
• Quick Tip: Multiple Property Types in PGM 6.3
• Help Clip: Planned Giving Manager's New Stock Valuation Tool
• eMarketing: Its Place in Planned Giving
• PG Calc Welcomes Back an Old Friend
• Attention GiftWrap 3.6 Clients – Schedule Your Migration to Web-Based GiftWrap 4.0 Today; Request a 4.0 Evaluation, Too!
• Time to Update Your Gift Annuity Disclosure Information in Planned Giving Manager
• Upcoming Webinar: Charitable Remainder Trust Essentials, May 27
• Upcoming Webinar: Gift Planning in a Capital Campaign, June 10
• Upcoming Group Training Sessions

Analysis of the New ACGA Annuity Rates
On April 29, 2010, the American Council on Gift Annuities (ACGA) announced new suggested maximum gift annuity rates at its bi-annual conference. The new rates apply to gift annuities established on or after July 1, 2010, but a charity may follow the new rates immediately if it wishes.

Learn more...

Past topics...

PG Calc Makes Boston Business Journal's 2010 Best Places to Work
PG Calc has been recognized by the Boston Business Journal (BBJ) as one of “Best Places to Work” in the Greater Boston area in 2010. The BBJ sent surveys to all Cambridge-based PG Calc employees with questions regarding their career satisfaction and work environment. Based on their responses, PG Calc earned a spot as one of the top 20 firms in the Small Company category.

View all the honorees

Planned Giving Manager Version 6.3 About to Be Released
PG Calc is about to release Planned Giving Manager (PGM) 6.3, which includes the new ACGA suggested maximum gift annuity rates, effective July 1, 2010, and many other enhancements. Two of the enhancements, multiple property types and the Stock Valuation tool, are discussed in other items in this eRate. An email containing the download link for PGM 6.3 will be sent within the next day or two to all PGM clients. Please contact Client Services for more information or if you don't receive your email by May 24.

Quick Tip: Multiple Property Types in PGM 6.3
Your donor wants to fund a charitable gift annuity using long term appreciated stock, short term appreciated stock, and some cash. Modeling a gift funded with multiple asset types has historically required several calculations and combining the results in edited documents. Well, no more!

By choosing Multiple Property Types in the Property type menu located in the Principal Value - Cost Basis window of PGM 6.3, you can easily model a gift funded with a combination of long term gain property, short term gain property, and/or cash. You can enter values for all three of these property types or any two of the three. PGM will then perform the calculations and adjust presentation information, as appropriate, based on the combination of assets entered.

For example, if a donor funds a gift with $9,155 of XYZ Corp. stock and adds $845 in cash so that the total gift is $10,000, you would choose Multiple Property Types so that you can enter information on both the stock and the cash elements of the gift. PGM will then perform its calculations accordingly.

Help Clip: Planned Giving Manager's New Stock Valuation Tool
One of PGM 6.3's new features is a Stock Valuation tool. This tool requests basic information on the shares of up to ten stocks or mutual funds used to fund a gift, and then computes their value on the date of gift. The tool includes a report that lists each asset and its calculated value, along with subtotals and grand totals – great for recordkeeping and gift documentation. It also includes an Apply button for copying its results to asset fields in the Principal Value – Cost Basis window and in the Narrative Follow-Up Questions windows for the Gift Summary and Gift Annuity Agreement narratives. Read all about it in PGM 6.3's Online Help!

Learn more...

eMarketing: Its Place in Planned Giving
Why is eMarketing important? For starters, the return on investment (ROI) of eMarketing is one of the key reasons businesses are attracted to this medium. When executed correctly, eMarketing’s ROI can far exceed traditional marketing strategies. Another reason is its visibility - you cannot dismiss the ability to reach millions of people. It has redefined how businesses interact with their customers. Immediacy, relationship building, trackable results, and interactivity are other important benefits of eMarketing.

If you don't have a formal eMarketing plan in place here are few things you can do today to jumpstart your efforts:

- Start an email acquisition campaign - everyone can improve upon the number of people they reach

- Meet your donors where they congregate on the Web - don't waste time creating a net community

- Optimize your website’s key words - search engines are still the primary source for prospects to find information

These days it just makes sense to use all of the communication choices available to you, and eMarketing techniques can be some of your most effective ones. 

PG Calc Welcomes Back an Old Friend
After four years working in international fundraising in Lugano, Switzerland, Alesia Davenport returned to the United States to work as Director of Foundations for Pacific Retirement Services - a non-profit that operates continuing care retirement communities. Alesia had used PG Calc’s Planned Giving Manager (PGM) as her software of choice for more than 10 years, so she was disappointed to learn that Pacific Retirement Services was not using PGM for its planned gift calculations. She requested and received approval from her organization to purchase PGM.

"As a CFP, I prefer PGM because it allows more options, seems to be more transparent in the calculations, and I can always rely on the expertise of the PG Calc team when working with an unusual case. I have great confidence in the guidance the PG Calc team provides." 

Planned Giving Manager not only makes your job easier, but enables you to work with donors more effectively by creating clear and accurate planned gift calculations and proposals. PGM also provides everything you need to close gifts. With PGM at your fingertips, you know that when the time comes, you’ll be prepared. You can also rely on our unlimited, toll-free telephone support whenever you have a question, large or small.

Learn more about our Planned Giving Manager software

Learn more about Pacific Retirement Services

Attention GiftWrap 3.6 Clients - Schedule Your Migration to Web-Based GiftWrap 4.0 Today; Request a 4.0 Evaluation, Too!
We will be converting GiftWrap 3.6 clients to Web-based GiftWrap 4.0 throughout this 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 for your migration here: www.pgcalc.com/giftadmin/giftwrapmigrations.htm

In the meantime, get accustomed to GiftWrap 4.0 with an evaluation copy today.

Time to Update Your Gift Annuity Disclosure Information in Planned Giving Manager
The disclosure statement for gift annuities in our Planned Giving Manager (PGM) software fulfills all of the requirements of the Philanthropy Protection Act of 1995 regarding the disclosure of information to potential gift annuity donors. This statement should be provided to each gift annuity donor prior to the completion of his or her annuity agreement.

If you have been using or plan to use the Gift Annuity Disclosure Statement included in PGM, you should review and update the organization information that appears in this statement. To review and update this information:

- Select Customize - Organization Information in the Menu Bar

- Select your organization, then click Edit

- Use the Next button to advance to the Gift Annuity Disclosure Statement screens, and then update your organization information as needed

-  When done, choose File - Save Configuration in the Menu Bar to save your changes for use in future PGM sessions

Upcoming Webinar: Charitable Remainder Trust Essentials, May 27
Gather all of your organization’s development professionals for this Webinar. Charitable Remainder Trusts (CRTs) represent a great opportunity for planned giving programs. Explore the typical role of CRTs in a planned giving program, the different kinds of CRTs and how they work, and common situations where a CRT is an effective tool for meeting the donor's goals.

Presenter: Bill Laskin
Date: May 27, 2010
Time: 1:00 – 2:30 pm ET

Register

Upcoming Webinar: Gift Planning in a Capital Campaign, June 10
Gift planning has become a critical piece of many capital campaigns, often responsible for bringing in 25 - 33% of the total campaign goal. This webinar will identify the best practices for integrating gift planning into a capital campaign. What policies and procedures need to be established? What strategies succeed best in furthering the goals of the planned giving program and the capital campaign, and what are the best options for counting planned gifts in a capital campaign? Frank Minton will draw on his 30+ years as a Director of Planned Giving and planned giving consultant to answer these and other questions. 

Presenter: Frank Minton
Date: June 10, 2010
Time: 1:00 – 2:30 pm ET

Register

Upcoming Group Training Sessions
We will be offering our Lead Trust School and Planned Giving by the Numbers classes in Boston on June 14 & 15, respectively. This is the first time that we have offered these seminars, intended for experienced gift planners, back-to-back! Lead Trust School attendees will learn how to create illustrations that will engage their lead trust prospects and inspire them to action. Planned Giving by the Numbers helps gift planners build their confidence by strengthening their understanding of common planned gift calculations. Both sessions will be led by Jeff Lydenberg. This pair of classes is the perfect opportunity to take your gift planning knowledge to the next level. Register for either session or register for both!  

Lead Trust School
Boston, MA
June 14

Planned Giving by the Numbers
Boston, MA
June 15

For more information or to register

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