IRS Applicable Federal Midterm Rate for September 2010 is 2.4%.

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

In this issue:

• Featured Topic: Planned Giving Across State Lines
• Help Clip: Property Types in Planned Giving Manager
• Quick Tip: How to Access the Web Tools Client Center
• PG Calc Releases Updated Version of “Planned Giving for Canadians”
• Marketing Corner with Ann McPherson: Redefining Stewardship
• We Heard You: PG Calc’s 2010 Client Satisfaction Survey
• Upcoming Webinar: Moving Prospects through the Gift Planning Process
• Upcoming Group Training Sessions

Planned Giving Across State Lines
If your organization has a purely local donor base, your planned giving program may not be affected by the laws of any state other than your own. But what happens when a key supporter moves to another state yet still wants to benefit the organization, whether through a charitable gift annuity or simply a bequest? Even charities that routinely work with donors throughout the country have to be mindful of all the ways legal and operational issues can have an impact on planned giving activity.

Learn more...

Past topics...

Help Clip: Property Types in Planned Giving Manager
Planned Giving Manager (PGM) offers six different property type choices for funding a gift. The property type you choose for a specific proposal can influence significantly the deduction calculation, as well as affect how the gift property is identified in presentations.

PGM's context-sensitive Help gives you the information you need to make the right property type choice for a specific proposal.

Learn more...

Quick Tip: How to Access the Web Tools Client Center
The Web Tools Client Center is available to all GiftGuide, GiftCalcs, and GiftStory clients. It gives clients control over their own settings for these online tools, including appearance, contact information, and gift acceptance policies. Clients can also create usage reports in the Center.

To access the Web Tools Client Center, you will need your login ID and password that were included in the initial set-up email when you purchased a Web tool. If you have forgotten your ID and/or password, simply call us at 888-474-2252 or email support@pgcalc.com and we will provide you with them.

Once you have your login ID and password:

1. Go to www.pgcalc.com
2. Click on Support - Web Tools Client Login
3. Click on the blue Client Center link
4. Enter your login ID and password

You will now be at the My Account page and can access all features of the Client Center using the buttons on the left. You can read comprehensive help on using the Client Center by clicking Help – View User Manual. You are also welcome to call us if you have questions (888-474-2252).

PG Calc Releases Updated Version of “Planned Giving for Canadians”
Do you work with Canadian donors? Do any of your U.S. donors own property in Canada that they are thinking of using to make a charitable gift? Does your organization have a Canadian affiliate?

If you answered “yes” to any of these questions, you should consider acquiring a copy of the electronic book “Planned Giving for Canadians.” PG Calc Senior Advisor Frank Minton has just finished revising this practical, authoritative reference for 2010. It provides not only a thorough overview of tax considerations, but also a wealth of information you will find helpful in working with both Canadian and U.S. donors.

Learn more...

Marketing Corner with Ann McPherson: Redefining Stewardship
Sometimes an article comes along that makes me stop and think. I read such an article recently and thought that if there was one thing a development office could do to improve its fundraising, this would be it. It’s a simple idea, but that's the beauty in it. The article is entitled "Charities Seek to Strengthen Ties to Donors Who Give Modest Sums," in the Chronicle of Philanthropy dated May 16, 2010. This article could have been titled "Redefining Stewardship."

Since the Chronicle of Philanthropy is a paid subscription we cannot provide a link, but I would highly encourage all fundraisers to get a copy of the Chronicle article and heed its advice. I should add that although this article doesn't address planned giving directly, its observations apply to planned gift fundraising just as well as they do to annual gift programs.

Here are the take-aways:

• Prospects between high-end annual fund and major gift donors have been neglected
• The cost of raising money from these mid-level donors is very low
• Mid-level donors fill the gap left by the increasing difficulty in acquiring direct mail donors
• Changing mid-level fundraising strategy can have a significant effect on a charity’s bottom line

We Heard You: PG Calc’s 2010 Client Satisfaction Survey
Thank you to all of our clients that took the time to submit responses to our 2010 Client Satisfaction survey, conducted throughout July 2010. We’re thrilled to report that 95% of you said you would recommend PG Calc to a colleague!

We will be providing responses over the next few months to address issues revealed in the survey results. This month, we respond to comments submitted in the Education section.

Read more

Upcoming Webinar: Moving Prospects through the Gift Planning Process, August 26
Gift planning is not an event, it’s a process. Helping a prospect move through all the steps of this process requires an understanding of the prospect, of the steps, and of techniques for helping the prospect move from the first step to the last. This Webinar will explore proven approaches to motivating a planned gift prospect through all the steps that culminate in a planned gift.

Presenter: Jeff Lydenberg
Date: August 26, 2010
Time: 1:00 – 2:30 pm ET

Register now

Upcoming Group Training Sessions
We will be offering our Gift Planning with Planned Giving Manager and Gift Administration with GiftWrap group training sessions in Orlando in October. These sessions will be offered prior to the National Conference on Philanthropic Planning. They provide a solid foundation for individuals who are new to planned giving. They may also serve to reinforce the skills and knowledge of experienced gift planners. We hope you’ll join us!

Please note that our GiftWrap classes will work with the new Web-based GiftWrap 4.0.

October 12-13
Gift Planning with Planned Giving Manager
Introductory & Advanced
Buena Vista Palace, Orlando, FL

October 12-13
Gift Administration with GiftWrap
Basics & Reporting and Analysis
Buena Vista Palace, Orlando, FL

November 8-9
Gift Planning with Planned Giving Manager
Introductory & Advanced
Courtyard San Francisco Downtown, San Francisco, CA

For more information or to register

Comments on This Newsletter
Send an email message with your thoughts and/or suggestions to support@pgcalc.com.

UNSUBSCRIBE (Manage Your Preferences)

This publication is designed to provide information in regard to the subject matter covered. It is understood that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.