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!
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Tricks and Traps with Endowment Sub-Accounting
Tricks and Traps with Endowment Sub-Accounting
If endowment sub-accounting is done right and done well, your audit and reporting will be easier, and your donors will be happier.
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Speaking Engagements
May 04, 01:00PM ET
Lone Star Council of Charitable Gift Planners - Post-Election Tax Dynamics
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
Speaking Engagements
April 20, 12:00PM PT
PPGGNY Webinar: Lessons Learned from Planned Giving Audits
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
Speaking Engagements
November 19, 01:00PM ET
Breakfast, Networking & Educational Series - 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
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
Speaking Engagements
November 19, 08:00AM ET
PPGGNY Morning Seminars and Light Breakfast: Gifts of Life Insurance
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
Speaking Engagements
March 19, 02:00PM ET
New York, NY
CGP Conference 2019: How to Stay on Track with CGA Annual Filings
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
Speaking Engagements
October 04, 10:00AM CT
New Orleans, LA
NOCGP Annual Planned Giving Day: The 2018 Tax Law: Where Do We Go From Here?
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
Speaking Engagements
May 02, 10:45AM ET
Independence, OH
PGGNE September Monthly Meeting
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
Speaking Engagements
September 14, 11:00AM ET
Boston, MA
Planned Giving Group of CT: Marketing in the Age of Trump
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.
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Speaking Engagements
November 08, 09:15AM ET
Wallingford, CT
GCPGC Coffee & Conversation: Marketing in the Age of Trump
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
Speaking Engagements
July 18, 07:30AM ET
Cincinnati, OH
NH&VTCCGP Full Day Conference: Marketing in the Age of Trump
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
Speaking Engagements
June 21, 10:45AM ET
Fairlee, VT
CPGR: Lessons Learned from Planned Giving Audits
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
Speaking Engagements
August 23, 01:30PM MT
Englewood, CO
PPP of Rhode Island Presents: Marketing Bequests--and Beyond
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
Speaking Engagements
June 21, 07:30AM ET
Providence, RI
ACGA 33rd Annual Conference: CGA Annual Filings Made Easy(ier)
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
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
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
Speaking Engagements
May 25, 09:00AM ET
Arlington, VA
PGGNE 2018 Annual All-Day Conference: Lessons Learned from Gift Annuity Mistakes
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
Speaking Engagements
May 04, 02:15PM ET
Boston, MA
NOCGP Annual Planned Giving Day: Gift Planning Under the New Tax Law
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
Speaking Engagements
May 03, 01:45PM ET
Independence, OH
ACGA 33rd Annual Conference: How to Manage Your Administrator
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
Speaking Engagements
April 26, 08:30AM PT
Seattle, WA
AFP Lehigh Valley Philanthropy Institute Presents: Charitable Giving and the New Tax Law
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.
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Speaking Engagements
May 16, 07:30AM ET
Center Valley, PA
PPGGNY 2018 Annual Conference: Building a Successful Bequest Program - From Prospect Identification to Realization
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
Speaking Engagements
May 07, 03:45PM ET
NYC, NY
Gifts of Retirement Assets
Gifts of Retirement Assets
Jeff Lydenberg will be doing a presentation on "Gifts of Retirement Assets" at University Club of Nashville - Vanderbilt Campus
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Speaking Engagements
March 07, 11:30AM CT
Nashville, TN
Gift Planning Under the New Tax Law
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.
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Speaking Engagements
April 05, 02:00PM ET
Norwich, VT
Charitable Gift Planners of Kentuckiana Planned Giving Conference
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.
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Speaking Engagements
November 03, 08:00AM EST
Louisville, KY
Effective Marketing of Bequests for Smaller Planned Giving Programs
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
Speaking Engagements
September 21, 09:30AM EST
Milwaukee, WI
Effective Marketing of Bequests for Smaller Planned Giving Programs
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
Speaking Engagements
September 28, 01:40PM EST
Portland, OR
Charitable Gift Annuities and CRTs
Charitable Gift Annuities and CRTs
Mike will be presenting at the NAD Conference.
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Speaking Engagements
August 09, 01:30PM EST
Tucson, AZ
Positioning Your Fundraising Program for the Future of Planned Giving
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
Speaking Engagements
September 27, 12:00PM EST
Hunt Valley, MD
Getting Bequests Right from Prospect Identification to Realization
Getting Bequests Right from Prospect Identification to Realization
Mike will present at the 29th Annual Summer Symposium.
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Speaking Engagements
August 29, 01:30PM EST
Englewood, CO
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them
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Speaking Engagements
May 04, 10:45AM EST
Cleveland, OH
Gift Acceptance Policies
Gift Acceptance Policies
Jeff will present at the Northern California All Day Conference on gift acceptance policies.
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Speaking Engagements
May 05, 01:45AM EST
San Francisco, CA
Gifts of Retirement Plan Assets
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
Speaking Engagements
November 17, 12:00PM EST
Saint Paul, MN
Positioning Your Fundraising Program for the Future of Planned Giving
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.
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Speaking Engagements
June 06, 03:45PM EST
Iselin, NJ
Top Techniques for Identifying Your Very Best Planned Giving Prospects
Top Techniques for Identifying Your Very Best Planned Giving Prospects
Mike Valoris presentes at the Western Regional Planned Giving Conference in Costa Mesa, CA
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Speaking Engagements
June 02, 03:45PM EST
Costa Mesa, CA
The Pooled Income Fund at 45 - Consider the Possibilities
The Pooled Income Fund at 45 - Consider the Possibilities
Gary and Jeffrey present at the Planned Giving Group of New England All Day Conference.
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Speaking Engagements
May 13, 01:15PM EST
Boston, MA
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them
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Speaking Engagements
April 28, 01:15PM EST
Houston, TX
Meeting State CGA Requirements
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.
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Speaking Engagements
April 07, 01:30PM EST
St. Louis, MO
Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving
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
Pooled Income Fund Speech at PGGNE
Pooled Funds are cool. Come and hear more about them!
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Speaking Engagements
May 13, 01:45PM EST
Boston, MA
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