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

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. Read More
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

PPP of Rhode Island Presents: Getting Bequests Right – From Prospect Identification to Realization

PPP of Rhode Island Presents: Getting Bequests Right – From Prospect Identification to Realization
Mike Valoris will be doing a presentation on "Bequest Marketing and Beyond" at the Partnership for Philanthropic Planning of Rhode Island on MarchRead More
Speaking Engagements
March 22, 07:30AM ET
Providence, RI

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 Read More
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. Read More
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. Read More
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. Read More
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. Read More
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 Read More
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. Read More
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. Read More
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  Read More
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. Read More
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 Read More
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. Read More
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! Read More
Speaking Engagements
May 13, 01:45PM EST
Boston, MA
CalenderList

April 2018

05
Gift Planning Under the New Tax Law: Norwich, VT
Speaking Engagements
Down
Gift Planning Under the New Tax Law: Norwich, VT
Speaking Engagements
Up

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
02:00PM ET
Montshire Museum, 1 Montshire Road, Norwich, VT 05055
26
ACGA 33rd Annual Conference: How to Manage Your Administrator: Seattle, WA
Speaking Engagements
Down
ACGA 33rd Annual Conference: How to Manage Your Administrator: Seattle, WA
Speaking Engagements
Up

Gary Pforzheimer will be doing a presentation on "Managing Your Administrator" at the American Council on Gift Annuities' 33rd Annual Conference in Seattle, WA.

Read More
08:30AM PT
Sheraton Seattle Hotel, 1400 6th Avenue, Seattle, WA 98101
27
ACGA 33rd Annual Conference: CGA Annual Filings Made Easy(ier): Seattle, WA
Speaking Engagements
Down
ACGA 33rd Annual Conference: CGA Annual Filings Made Easy(ier): Seattle, WA
Speaking Engagements
Up

Edie Matulka, J.D., will be presenting "CGA Annual Filings Made Easy(ier)" with Crystal Thompkins, CAP at the American Council on Gift Annuities' Annual Conference in Seattle, WA on Friday, April 27th.

Read More
09:30AM PT
Sheraton Seattle Hotel, 1400 6th Avenue, Seattle, WA 98101

May 2018

03
NOCGP Annual Planned Giving Day: Gift Planning Under the New Tax Law: Independence, OH
Speaking Engagements
Down
NOCGP Annual Planned Giving Day: Gift Planning Under the New Tax Law: Independence, OH
Speaking Engagements
Up

Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at the Northern Ohio Charitable Gift Planners' 27th Annual Planned Giving Day in Independce, OH on May 3rd.

Read More
01:45PM ET
Crowne Plaza Cleveland South, 5300 Rockside Rd., Independence, OH 44131
04
PGGNE 2018 Annual All-Day Conference: Lessons Learned from Gift Annuity Mistakes: Boston, MA
Speaking Engagements
Down
PGGNE 2018 Annual All-Day Conference: Lessons Learned from Gift Annuity Mistakes: Boston, MA
Speaking Engagements
Up

Jeff Lydenberg will be doing a presentation on "Lessons Learned from Gift Annuity Mistakes" at the the Planned Giving Group of New England's Annual All-Day Conference on May 4th.

02:15PM ET
Revere Hotel Boston Common, 200 Stuart Street, Boston, MA 02116
07
PPGGNY 2018 Annual Conference: Building a Successful Bequest Program - From Prospect Identification to Realization: NYC, NY
Speaking Engagements
Down
PPGGNY 2018 Annual Conference: Building a Successful Bequest Program - From Prospect Identification to Realization: NYC, NY
Speaking Engagements
Up

Mike Valoris will be doing a presentation on "Building a Successful Bequest Program" at the the Philanthropic Planning Group of Greater New York's Planned Giving Day on May 7th.

Read More
03:45PM ET
Convene, 117 West 46th Street, NYC, NY 10036
16
AFP Lehigh Valley Philanthropy Institute Presents: Charitable Giving and the New Tax Law: Center Valley, PA
Speaking Engagements
Down
AFP Lehigh Valley Philanthropy Institute Presents: Charitable Giving and the New Tax Law: Center Valley, PA
Speaking Engagements
Up

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
07:30AM ET
Convene, 2755 Station Avenue, Center Valley, PA 18034
25
NCGPC Planned Giving Days 2018: Bequests: Who Wants to Make Them and How to Get Them: Arlington, VA
Speaking Engagements
Down
NCGPC Planned Giving Days 2018: Bequests: Who Wants to Make Them and How to Get Them: Arlington, VA
Speaking Engagements
Up

Gary Pforzheimer will be presenting "Bequests: Who Wants to Make Them and How to Get Them" at the National Capital Gift Planning Council's 2018 Planned Giving Days in Arlington, VA on May 25th.

09:00AM ET
Key Bridge Marriot, 1401 Lee Highway, Arlington, VA 22209