Planned giving programs are often offered gifts that have a good deal of value, but fall outside the realm of the usual and conventional.

The complexity associated with these gifts does not mean that you should discourage potential donors from exploring these gift types. Unorthodox gifts can be just as valuable to your organization as any other kind. It’s just that sometimes they require special skills to manage properly. You can minimize the risk of these unique opportunities by engaging PG Calc. We have the knowledge to help you evaluate and manage them and the expertise to speak with your donor’s attorneys and advisors about how they are best structured.

At PG Calc, our consultants have considerable experience dealing with such unusual gifts as:

• Complex funding assets
• Real estate
• Retirement plan assets
• Intangible property
• Complex charitable remainder trusts
• Cross-border giving – i.e., gifts from Canadian donors or from American donors with Canadian property

We would be happy to discuss the complexities and intricacies of gifts of this kind with you.

For more information, please call PG Calc toll-free at 888-497-4970 or send us an email.