PG Calc Webinars offer interactive multimedia presentations on important topics in gift planning delivered by experts in the field. Each presentation includes about one hour of formal remarks and presentation.  In addition, one half hour is set aside for answering questions from the audience.

All you need to participate is a computer and telephone; you may invite as many people to listen in as you like.  A conference room with a speaker phone and projector are recommended for larger groups.  You may register for each individual Webinar or for a series in advance.

Webinar Series

“Planned Giving Essentials” is a series of 12 webinars produced monthly and designed to cover the basics of gift planning for planned giving professionals and their staff members. The series includes basic gift planning vehicles and assets, taxation basics, estate planning basics, and marketing. Schedule and Pricing.

"Planned Giving for Major Gift Officers" is a series of 9 webinars that provide content that is important for major gift officers and other development staff who are not planned giving specialists, but who come into contact with potential planned gift donors. This series will provide familiarity with basic planned giving concepts and enhance the ability of participants to spot a good planned giving prospect when they meet one. Schedule and Pricing.

Descriptions of the individual sessions

Webinars for Experienced Gift Planners

PG Calc offers Webinars on selected gift planning topics in addition to those covered in our "Planned Giving Essentials" series.  These additional Webinars are designed to address topics of particular interest to experienced gift planners.  They follow the same format as our other Webinars: a 60-minute formal presentation followed by a 30-minute question and answer period with the presenter.

Descriptions of the individual sessions 

Recordings of all past PG Calc Webinars are available for purchase. Each recording includes both the audio and visual portions of the Webinar, as well as the handouts that were provided to attendees. Each recording includes approximately one hour of formal presentation followed by about one half hour of answering questions from the live audience.

You must have Flash Player to view most recordings. You can download Flash Player for free if it is not already installed on your computer.

Listing of recorded Webinars

PG Calc Webinars offer CFRE, and CFP continuing education credit. Continuing education credit is available for the live Webinars only; it is not available for the Webinar recordings.

To receive credit: Please contact Jen Wickham at 888-474-2252 or e-mail jwickham@pgcalc.com if you have attended a PG Calc Webinar and would like to receive continuing education credit.

CFRE credits: Participation in each PG Calc Webinar in the series is applicable for 1.5 CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

CFP credits: Participation in each PG Calc Webinar in the series is applicable for 1.5 CFP credits. Prerequisite: None. Course level: Basic. Instructional method: Group-Internet.

Individual Webinar Class Details

Recognizing Planned Giving Potential in Donors
The foundation of the entire series, “Recognizing Planned Giving Potential in Donors” covers the basics in terms of identifying donors who have planned giving potential and key techniques for exploring that potential. Additionally, the session will review potential gift assets and present case studies of classic planned giving solutions to a variety of donor situations.

Date Recorded: January 29, 2008
Presenter: Jeff Lydenberg

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Bequests and Other Simple Estate Gifts
Explore forms of bequests, characteristics of successful bequest programs, and simple ways donors can make gifts to your organization at death.  

Date: February 28, 2008
Presenter: Bill Zook

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Gift Annuity Essentials
Delivered by Frank Minton, who literally wrote the book on gift annuities, this Webinar is focused on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, typical roles of gift annuities in a planned giving program, characteristics of a typical gift annuity prospect, and the responsibilities of an organization that incorporates gift annuities into their planned giving program.

Date: March 27
Presenter: Frank Minton

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Marketing Planned Gifts: Benchmarking and Beyond
A critical Webinar for your organization – whether you are launching a planned giving program or have a sophisticated program in place. Presented by Gary Pforzheimer, President of PG Calc, “Marketing Planned Gifts” will explore considerations in designing a PG marketing plan as well as effective marketing vehicles for your specific program.

Date: April 29, 2008
Presenter: Gary Pforzheimer

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Charitable Remainder Trust Essentials
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 various donor situations where a CRT is an effective vehicle.

Date: May 29, 2008
Presenter: Bill Zook

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Planned Gifts that Appeal to Younger Donors
Expand your planned giving program with a new target audience. Younger donors have unique perspectives on financial planning, including how planned giving fits into their investment portfolios. Learn about vehicles that appeal to this audience. 

Date: June 26, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Jeff Lydenberg

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Taxation Basics for Gift Planners
“Taxation for Gift Planners” provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping taxes) with which every fundraiser with planned gift responsibility should be familiar.  Also learn about the charitable deduction and factors that can affect its availability.

Date: July 31, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Jeff Lydenberg

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Gifts of Retirement Plan Assets
This Webinar first answers the question: “What are retirement plan assets?” It then explores the possibilities for giving retirement plan assets during life and at death.

Date: August 28, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Frank Minton

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Gifts of Real Estate
Take this Webinar and learn the many ways a gift of real estate can be structured to meet a donor's goals.   Also become familiar with the issues your charity should consider before it accepts a gift of real estate.

Date: September 25, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Bill Zook

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Estate Planning Basics for Gift Planners
Learn all the basics of estate planning as it relates to gift planning. Speak articulately to your donors about their estate planning goals. Understand the common techniques that will help your donors achieve these goals while supporting your organization’s mission.

Date: October 30, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Jeff Lydenberg

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Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make gifts during life and at death.   Also learn which kinds of life insurance gifts to avoid. 

Date: November 25, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Frank Minton

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Gifts of Collections, Artwork, and other Unusual Assets
Artwork, antiques, and other tangible assets can make great gifts.  Become familiar with the options for making gifts of these valuable assets and learn about the special considerations that should go into structuring these gifts.

Date: December 18, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Jeff Lydenberg

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Individual Webinars for Experienced Gift Planners - Class Details

Strategic Responses to the Reduction in Gift Annuity Rates
In early April 2008, The American Council on Gift Annuities announced a significant reduction in its suggested maximum gift annuity rates, effective July 1, 2008.  In this Webinar, Frank Minton, Chair of the American Council on Gift Annuities (ACGA) and former Chair of its Rates Committee, will discuss the rationale underlying the new lower rates, analyze their effect on charitable remainders and annuity payment taxation, consider strategies charities might adopt to promote successful gift annuity programs going forward, and more.

Date: May 7, 2008
Presenter: Frank Minton

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Charitable Lead Trusts: A Golden Opportunity
The average lead trust is worth over $2.5 million.  All lead trusts benefit their charitable beneficiaries starting immediately, not at the end of a donor's long life.  Lead trusts offer wealthy individuals the opportunity to pass assets to heirs at substantial tax savings.  Despite these very attractive characteristics, surprisingly few lead trusts are created each year.  What's more, the currently very low monthly IRS discount rate should make lead trusts especially appealing.

This Webinar will cover the basics of charitable lead trusts, including the characteristics of a typical lead trust prospect, how non-grantor and grantor lead annuity trusts and unitrusts operate, and the tax considerations of each.  The session will conclude with case studies to illustrate classic situations where a lead trust can be an excellent gift planning solution.

Date: July 10, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Bill Laskin

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Complying with State Regulation of Gift Annuities
Gift annuities have attracted increasing scrutiny from many states over the past 10 years and the gift annuity regulation landscape remains in flux.  This Webinar will review what the individual states require from issuing charities and offer advice on how your charity can best get into compliance with the states where it issues gift annuities, as well as how to stay in compliance.  This session will also review recent and pending changes in state regulation of gift annuities.

Date: October 9, 2008
Time: 1:00 pm – 2:30 pm Eastern
Presenter: Edie Matulka

Recorded Webinars   
      
Operating an Effective Planned Giving Program
Does your institution have some planned gifts but no formal, proactive program?  Do you have a formal program, but disappointing results? Whether you want to start a new program or inject new life into an existing one, this seminar is for you. You will learn why programs fail to realize their potential, followed by guidance in determining the menu of gifts to offer, positioning them to your constituencies, developing practical policies and procedures, and applying the best marketing practices.

Presenter: Frank Minton
Date Recorded: November 28, 2007
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Basic and Creative Uses of Life Income Plans
Charitable life income arrangements (such as Gift Annuities or Unitrusts) can be an attractive alternative in a variety of gift planning situations.  We will review how life income arrangements can help the older donor redeploy assets to increase income.  We will also review creative life income alternatives that appeal to younger donors preparing for retirement.

Presenter: Jeff Lydenberg
Date Recorded: September 25, 2007
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