Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.
PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance at the conference.
Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.
PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance, a session breaking down how effective gift stewardship can enhance a planned giving program and deliver repeat planned gifts. Whether it is ensuring the treasury office knows where to deposit a CGA versus an outright gift, why a FASB liability calculation is needed and how that differs from a gift’s residuum, and when a discount rate selection disclosure is needed, the detailed steps are specific and important to a well-executed gift.
