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Due to our expertise in all areas of planned giving, PG Calc staff members are invited to speak at numerous fundraising conferences and planned giving groups around the country. Below are upcoming speaking engagements currently on our schedule! Also, if you need to deliver a presentation, PG Calc can help!

CalenderList

Lone Star Council of Charitable Gift Planners - Post-Election Tax Dynamics

04/20/2021 - 12:00pm
Lone Star Council of Charitable Gift Planners - Post-Election Tax Dynamics
Craig Wruck will be presenting "Post-Election Tax Dynamics" as part of the Lone Star Council of Charitable Gift Planners' 2020-2021 SpeakerRead More
Craig Wruck
Speaking Engagements
April 20, 12:00PM PT

PPGGNY Webinar: Lessons Learned from Planned Giving Audits

11/19/2020 - 1:00pm
PPGGNY Webinar: Lessons Learned from Planned Giving Audits
Edie Matulka will be presenting "Lessons Learned from Planned Giving Audits" as part of the Partnership for Philanthropic Planning Group of GreaterRead More
Edie Matulka
Speaking Engagements
November 19, 01:00PM ET
Register Now

Breakfast, Networking & Educational Series - 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts

11/19/2020 - 8:00am
Breakfast, Networking & Educational Series - 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
Jeffrey Frye will be presenting "10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts" as part of the Partnership for PhilanthropicRead More
Jeffrey Frye
Speaking Engagements
November 19, 08:00AM ET

PPGGNY Morning Seminars and Light Breakfast: Gifts of Life Insurance

03/19/2020 - 2:00pm
PPGGNY Morning Seminars and Light Breakfast: Gifts of Life Insurance
Gary Pforzheimer, will be presenting "Gifts of Life Insurance" at the Philanthropic Planning Group of Greater New York's  Morning Seminars andRead More
Gary Pforzheimer
Speaking Engagements
March 19, 02:00PM ET
New York, NY
Register Now

CGP Conference 2019: How to Stay on Track with CGA Annual Filings

10/04/2019 - 10:00am
CGP Conference 2019: How to Stay on Track with CGA Annual Filings
Edie Matulka, J.D., will be presenting "How to Stay on Track with CGA Annual Filings" at the Charitable Gift Planners' Conference in New Orleans, LARead More
Edie Matulka
Speaking Engagements
October 04, 10:00AM CT
New Orleans, LA
Register Now

NOCGP Annual Planned Giving Day: The 2018 Tax Law: Where Do We Go From Here?

05/02/2019 - 10:45am
NOCGP Annual Planned Giving Day: The 2018 Tax Law: Where Do We Go From Here?
Jeff Lydenberg will be doing a presentation on "The 2018 Tax Law: Where Do We Go From Here?" at the Northern Ohio Charitable Gift Planners' 28thRead More
Jeff Lydenberg
Speaking Engagements
May 02, 10:45AM ET
Independence, OH

PGGNE September Monthly Meeting

09/14/2018 - 11:00am
PGGNE September Monthly Meeting
Andrew Palmer will be presenting "Marketing in the Age of Trump" at the Planned Giving Group of New England's Monthly Meeting in Boston, MA onRead More
Andrew Palmer
Speaking Engagements
September 14, 11:00AM ET
Boston, MA

Planned Giving Group of CT: Marketing in the Age of Trump

11/08/2018 - 9:15am
Planned Giving Group of CT: Marketing in the Age of Trump
Andrew Palmer will be presenting "Marketing in the Age of Trump" at the Planned Giving Group of Connecticut in Wallingford, CT on November 8th. Read More
Andrew Palmer
Speaking Engagements
November 08, 09:15AM ET
Wallingford, CT
Register Now

GCPGC Coffee & Conversation: Marketing in the Age of Trump

07/18/2018 - 7:30am
GCPGC Coffee & Conversation: Marketing in the Age of Trump
Andrew Palmer will be presenting "Marketing in the Age of Trump" at the Greater Cincinnati Planned Giving Council's August Coffee and Conversation inRead More
Andrew Palmer
Speaking Engagements
July 18, 07:30AM ET
Cincinnati, OH

NH&VTCCGP Full Day Conference: Marketing in the Age of Trump

06/21/2018 - 10:45am
NH&VTCCGP Full Day Conference: Marketing in the Age of Trump
Andrew Palmer will be presenting "Marketing in the Age of Trump" at the New Hampshire and Vermont Council of Charitable Gift Planners' Full DayRead More
Andrew Palmer
Speaking Engagements
June 21, 10:45AM ET
Fairlee, VT
Register Now

CPGR: Lessons Learned from Planned Giving Audits

08/23/2018 - 1:30pm
CPGR: Lessons Learned from Planned Giving Audits
Edie Matulka will be doing a presentation on "Lessons Learned from Planned Giving Audits" at the the Colorado Planned Giving Roundtable's 30th AnnualRead More
Edie Matulka
Speaking Engagements
August 23, 01:30PM MT
Englewood, CO
Register Now

PPP of Rhode Island Presents: Marketing Bequests--and Beyond

06/21/2018 - 7:30am
PPP of Rhode Island Presents: Marketing Bequests--and Beyond
Mike Valoris will be doing a presentation on "Bequest Marketing and Beyond" at the Partnership for Philanthropic Planning of Rhode Island on JuneRead More
Mike Valoris
Speaking Engagements
June 21, 07:30AM ET
Providence, RI

ACGA 33rd Annual Conference: CGA Annual Filings Made Easy(ier)

04/27/2018 - 9:30am
ACGA 33rd Annual Conference: CGA Annual Filings Made Easy(ier)
Edie Matulka, J.D., will be presenting "CGA Annual Filings Made Easy(ier)" with Crystal Thompkins, CAP at the American Council on Gift Annuities'Read More
Edie Matulka
Speaking Engagements
April 27, 09:30AM PT
Seattle, WA

NCGPC Planned Giving Days 2018: Bequests: Who Wants to Make Them and How to Get Them

05/25/2018 - 9:00am
NCGPC Planned Giving Days 2018: Bequests: Who Wants to Make Them and How to Get Them
Gary Pforzheimer will be presenting "Bequests: Who Wants to Make Them and How to Get Them" at the National Capital Gift Planning Council's 2018Read More
Gary Pforzheimer
Speaking Engagements
May 25, 09:00AM ET
Arlington, VA
Register Now

PGGNE 2018 Annual All-Day Conference: Lessons Learned from Gift Annuity Mistakes

05/04/2018 - 2:15pm
PGGNE 2018 Annual All-Day Conference: Lessons Learned from Gift Annuity Mistakes
Jeff Lydenberg will be doing a presentation on "Lessons Learned from Gift Annuity Mistakes" at the the Planned Giving Group of New England's AnnualRead More
Jeff Lydenberg
Speaking Engagements
May 04, 02:15PM ET
Boston, MA
Register Now

NOCGP Annual Planned Giving Day: Gift Planning Under the New Tax Law

05/03/2018 - 1:45pm
NOCGP Annual Planned Giving Day: Gift Planning Under the New Tax Law
Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at the Northern Ohio Charitable Gift Planners' 27th AnnualRead More
Jeff Lydenberg
Speaking Engagements
May 03, 01:45PM ET
Independence, OH

ACGA 33rd Annual Conference: How to Manage Your Administrator

04/26/2018 - 8:30am
ACGA 33rd Annual Conference: How to Manage Your Administrator
Gary Pforzheimer will be doing a presentation on "Managing Your Administrator" at the American Council on Gift Annuities' 33rd Annual Conference inRead More
Gary Pforzheimer
Speaking Engagements
April 26, 08:30AM PT
Seattle, WA

AFP Lehigh Valley Philanthropy Institute Presents: Charitable Giving and the New Tax Law

05/16/2018 - 7:30am
AFP Lehigh Valley Philanthropy Institute Presents: Charitable Giving and the New Tax Law
Mike Valoris will be doing a presentation on gift planning under the new tax law at AFP Lehigh Valley Philantrophy Institute on May 16th. Read More
Mike Valoris
Speaking Engagements
May 16, 07:30AM ET
Center Valley, PA
Register Now

PPGGNY 2018 Annual Conference: Building a Successful Bequest Program - From Prospect Identification to Realization

05/07/2018 - 3:45pm
PPGGNY 2018 Annual Conference: Building a Successful Bequest Program - From Prospect Identification to Realization
Mike Valoris will be doing a presentation on "Building a Successful Bequest Program" at the the Philanthropic Planning Group of Greater New York'sRead More
Mike Valoris
Speaking Engagements
May 07, 03:45PM ET
NYC, NY
Register Now

Gifts of Retirement Assets

03/07/2018 - 11:30am
Gifts of Retirement Assets
Jeff Lydenberg will be doing a presentation on "Gifts of Retirement Assets" at University Club of Nashville - Vanderbilt Campus Read More
Jeff Lydenberg
Speaking Engagements
March 07, 11:30AM CT
Nashville, TN

Gift Planning Under the New Tax Law

04/05/2018 - 2:00pm
Gift Planning Under the New Tax Law
Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at Montshire Museum in Norwich, Vermont on April 5th. Read More
Jeff Lydenberg
Speaking Engagements
April 05, 02:00PM ET
Norwich, VT

Charitable Gift Planners of Kentuckiana Planned Giving Conference

11/03/2017 - 8:00am
Charitable Gift Planners of Kentuckiana Planned Giving Conference
Jeff Lydenberg, our Consulting VP, will be the keynote speaker at the third annual Charitable Gift Planners of Kentuckina annual conference. Read More
Jeff Lydenberg
Speaking Engagements
November 03, 08:00AM EST
Louisville, KY
Register Now

Effective Marketing of Bequests for Smaller Planned Giving Programs

09/21/2017 - 9:30am
Effective Marketing of Bequests for Smaller Planned Giving Programs
Our VP, Bill Laskin, will be instructing a session at The Sixteenth Annual Comprehensive Planned Giving Conference on September 21, 2017Read More
Bill Laskin
Speaking Engagements
September 21, 09:30AM EST
Milwaukee, WI

Effective Marketing of Bequests for Smaller Planned Giving Programs

09/28/2017 - 1:40pm
Effective Marketing of Bequests for Smaller Planned Giving Programs
Our Marketing Services Director, Andrew Palmer, will be instructing a session at The 29th Northwest Planned Giving Roundtable Annual Conference onRead More
Andrew Palmer
Speaking Engagements
September 28, 01:40PM EST
Portland, OR
Register Now

Charitable Gift Annuities and CRTs

08/09/2017 - 1:30pm
Charitable Gift Annuities and CRTs
Mike will be presenting at the NAD Conference. Read More
Jeff Lydenberg
Speaking Engagements
August 09, 01:30PM EST
Tucson, AZ

Positioning Your Fundraising Program for the Future of Planned Giving

09/27/2017 - 12:00pm to 1:30pm
Positioning Your Fundraising Program for the Future of Planned Giving
Change is not coming – it’s here! Our donors are experiencing change in every aspect of their lives. The tax laws are being rewritten, theRead More
Mike Valoris
Speaking Engagements
September 27, 12:00PM EST
Hunt Valley, MD
Register Now

Getting Bequests Right from Prospect Identification to Realization

08/29/2017 - 1:30pm
Getting Bequests Right from Prospect Identification to Realization
Mike will present at the 29th Annual Summer Symposium. Read More
Mike Valoris
Speaking Engagements
August 29, 01:30PM EST
Englewood, CO

Bequests - Who Wants to Make Them & How to Get Them

05/04/2017 - 10:45am to 12:00pm
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Jeff Lydenberg
Speaking Engagements
May 04, 10:45AM EST
Cleveland, OH

Gift Acceptance Policies

05/05/2017 - 1:45am
Gift Acceptance Policies
Jeff will present at the Northern California All Day Conference on gift acceptance policies. Read More
Jeff Lydenberg
Speaking Engagements
May 05, 01:45AM EST
San Francisco, CA

Gifts of Retirement Plan Assets

11/17/2016 - 12:00pm to 1:00pm
Gifts of Retirement Plan Assets
As of the end of 2014, Americans held nearly $25 trillion in their retirement plans. That's "trillion" with a "t." Not only is the value of the assetsRead More
Bill Laskin
Speaking Engagements
November 17, 12:00PM EST
Saint Paul, MN

Positioning Your Fundraising Program for the Future of Planned Giving

06/06/2016 - 3:45pm to 5:00pm
Positioning Your Fundraising Program for the Future of Planned Giving
Mike Valoris presentes at the New Jersey Planned Giving Day in Woodbridge, NJ on June 6. Read More
Mike Valoris
Speaking Engagements
June 06, 03:45PM EST
Iselin, NJ

Top Techniques for Identifying Your Very Best Planned Giving Prospects

06/02/2016 - 3:45pm to 5:00pm
Top Techniques for Identifying Your Very Best Planned Giving Prospects
Mike Valoris presentes at the Western Regional Planned Giving Conference in Costa Mesa, CA  Read More
Mike Valoris
Speaking Engagements
June 02, 03:45PM EST
Costa Mesa, CA

The Pooled Income Fund at 45 - Consider the Possibilities

05/13/2016 - 1:15pm to 2:15pm
The Pooled Income Fund at 45 - Consider the Possibilities
Gary and Jeffrey present at the Planned Giving Group of New England All Day Conference. Read More
Gary Pforzheimer & Jeffrey Frye
Speaking Engagements
May 13, 01:15PM EST
Boston, MA

Bequests - Who Wants to Make Them & How to Get Them

04/28/2016 - 1:15pm to 2:15pm
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Jeff Lydenberg
Speaking Engagements
April 28, 01:15PM EST
Houston, TX

Meeting State CGA Requirements

04/07/2016 - 1:30pm to 2:45pm
Meeting State CGA Requirements
Meeting State CGA Requirements, presented by Edie Matulka and Mike Valoris at ACGA 2016 in St. Louis, MO on April 7. Read More
Edie Matulka & Mike Valoris
Speaking Engagements
April 07, 01:30PM EST
St. Louis, MO
Register Now

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving

07/13/2016 - 1:00pm
Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving
Speaking Engagements
July 13, 01:00PM EST
Amherst, MA

Pooled Income Fund Speech at PGGNE

05/13/2016 - 1:45pm
Pooled Income Fund Speech at PGGNE
Pooled Funds are cool.   Come and hear more about them! Read More
Gary Pforzheimer
Speaking Engagements
May 13, 01:45PM EST
Boston, MA
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April 2021

20
Lone Star Council of Charitable Gift Planners - Post-Election Tax Dynamics
Speaking Engagements
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Lone Star Council of Charitable Gift Planners - Post-Election Tax Dynamics
Speaking Engagements
Up

Craig Wruck will be presenting "Post-Election Tax Dynamics" as part of the Lone Star Council of Charitable Gift Planners' 2020-2021 Speaker Series on April 20th.

Craig Wruck
12:00PM PT
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