Webinars

PG Calc Webinars bring all the skills and experience of the industry’s top practitioners to your office! PG Calc consultants and carefully selected guest presenters deliver the most up to date knowledge and insights on important gift planning topics. Here are just a few of the reasons why thousands of gift planners and their colleagues attend our Webinars each year:

  • Participate from wherever you wish. All you need is an internet connection!
  • One hour of formal presentation plus one half-hour for questions provides a golden opportunity to expand your knowledge and get your questions answered by an expert.
  • A detailed paper and a pdf of the presenter’s slides help you retain what you’ve learned.
  • CFRE and, in some cases, CFP continuing education credit. Learn more.
  • Each session costs just $95 per site. You can invite as many people as you want to attend with you for the same low price.
  • Register for the entire monthly series for $855 - that's twelve Webinars for the price of nine.
  • Frequently Asked Questions

 

VIEW FULL SCHEDULE FOR 2020

 

CalenderList

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG CalcRead More
Webinars
June 02, 01:00PM EST

Blended Gifts and Collegial Collaboration

Blended Gifts and Collegial Collaboration
Donors decide how they want to give based on their passion and their capacity. Blended gifts make it possible for donors to give at a level they mayRead More
Webinars
December 17, 01:00PM EST

Bequest Marketing Everyone Should Do

Bequest Marketing Everyone Should Do
Bequests represent the bulk of planned gift dollars raised by most charities. This is true despite minimal marketing of bequests by many of these sameRead More
Webinars
November 19, 01:00PM EST

The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts

The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts
How do you prioritize your planned gift prospects and help them make gift plans that are best for them and for your institution? In this webinar,Read More
Webinars
October 22, 01:00PM EST

The How and Why of Philanthropic Advising

The How and Why of Philanthropic Advising
Al Halliday, Harvard’s Philanthropic Advisor and Director, Principal Gifts, will discuss the how and why of Harvard's philanthropic advisingRead More
Webinars
September 24, 01:00PM EST

10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts

10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
Your role as a gift planner is not just to raise money through planned gifts -- it is also to guide your donors toward gifts that best meet theirRead More
Webinars
August 27, 01:00PM EST

QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover

QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover
Qualified charitable distributions (QCDs) from IRAs have taken off since their enabling legislation became permanent at the end of 2015. Also known asRead More
Webinars
July 30, 01:00PM EST

Effective Gift Planning Strategies in Turbulent Times

Effective Gift Planning Strategies in Turbulent Times
Unemployment and inflation are low and the stock market is near its all-time high after a ten-year bull market. Despite these reassuring facts,Read More
Webinars
June 25, 01:00PM EST

New Results from 100 Years of National Data: The 10 Most Painful and Pleasant Statistical Realities in Bequest Fundraising

New Results from 100 Years of National Data: The 10 Most Painful and Pleasant Statistical Realities in Bequest Fundraising
Professor Russell James presents new statistical results including data from over 100 years of actual charitable estate transfers. These show theRead More
Webinars
May 26, 01:00PM EST

Understanding Tax Issues That Can Lead to Bigger Gifts

Understanding Tax Issues That Can Lead to Bigger Gifts
Are you expected to raise gifts of $50,000 or more? When discussing gifts of this size with donors, you need to think beyond just cash andRead More
Webinars
April 30, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Approximately 40% of U.S. households own individual life insurance policies with a total death benefit of over 12 trillion dollars. This huge pool ofRead More
Webinars
March 26, 01:00PM EST

Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner

Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner
Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claimRead More
Webinars
February 27, 01:00PM EST

A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization

A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization
Most donors to your charity will NOT make a bequest!  And yet, bequests can be some of the largest gifts your charity will receive, far exceedingRead More
Webinars
January 30, 01:00PM EST

Real World Lessons from Real World Planned Gifts

Real World Lessons from Real World Planned Gifts
Over the years, PG Calc’s consultants have seen planned gifts that range from routine to complex to inane.  This session will feature a seriesRead More
Webinars
December 19, 01:00PM EST

Planned Gift Calculations You Should Understand

Planned Gift Calculations You Should Understand
Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! Explore the logic underlyingRead More
Webinars
November 21, 01:00PM EST

Bequest Administration and a Little Beyond

Bequest Administration and a Little Beyond
How do you ensure you’re asking the right questions to get the bequest and trust gifts your donors intended you to have, even if you wear manyRead More
Webinars
October 24, 01:00PM EST

Surveying Planned Giving Prospects

Surveying Planned Giving Prospects
Have you heard the expression, “You never know until you ask?” It’s true in life and in planned giving. You can learn a lot by asking the rightRead More
Webinars
September 26, 01:00PM EST

Tax Info Every Gift Planner Should Know

Tax Info Every Gift Planner Should Know
Gift planners are not tax advisors. Nevertheless, you will have richer conversations with your donors and provide them with better proposals when youRead More
Webinars
August 29, 01:00PM EST

The Hidden Code of End-of-life Decisions

The Hidden Code of End-of-life Decisions
Death is different.  When it comes to making decisions involving end-of-life, people respond in unusual ways.  In this presentation,Read More
Webinars
July 25, 01:00PM EST

Shifting the Conversation from Cash to Assets

Shifting the Conversation from Cash to Assets
As a donor’s net worth increases, more and more of the donor’s wealth is in the form of illiquid assets.  Real estate, tangible personalRead More
Webinars
June 27, 01:00PM EST

Understanding Your Gift Annuity Program

Understanding Your Gift Annuity Program
While coming up with creative gift ideas for your donors can be fun, it’s best to stay away from being “clever” when operating your gift annuityRead More
Webinars
May 23, 01:00PM EST

Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend

Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend
Donor advised funds and supporting organizations are increasingly familiar features in philanthropic planning, yet gift planners too often view theseRead More
Webinars
April 25, 01:00PM EST

The Do’s and (a few) Don'ts of Gifts from IRAs

The Do’s and (a few) Don'ts of Gifts from IRAs
Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at theRead More
Webinars
March 28, 01:00PM EST

Advanced Gift Annuities

Advanced Gift Annuities
When you hear the words “gift annuity,” you probably think of an elderly person who wants to support your organization and get a lifetime of fixedRead More
Webinars
February 28, 01:00PM EST

What, Me Worry? When to Say No (or Yes!) to a Gift

What, Me Worry? When to Say No (or Yes!) to a Gift
Cash and publicly-traded securities are the assets donors give most often. They are easy to transfer, easy to value, and charities are happy to acceptRead More
Webinars
February 07, 01:00PM EST

Gift Planning Under the New Tax Law

Gift Planning Under the New Tax Law
The new tax law contains many changes that will affect how donors approach giving to charity. Read More
Webinars
February 01, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG CalcRead More
Webinars
July 10, 01:00PM EST

Marketing in the Age of Trump

Marketing in the Age of Trump
Love him or hate him, we all can learn a lot from how Donald Trump marketed himself during his run for the Presidency and continues to market himself.Read More
Webinars
December 20, 01:00PM EST

Building and Maintaining the Testamentary Gifts Pipeline

Building and Maintaining the Testamentary Gifts Pipeline
Gifts received after a donor's passing from wills, trusts and beneficiary designations provide critical future funding for public charities. BuildingRead More
Webinars
November 14, 01:00PM EST

Top 10 Planned Gift Marketing Strategies from Scientific Research

Top 10 Planned Gift Marketing Strategies from Scientific Research
Professor Russell James has conducted extensive research over the past several years into why donors give and how well they respond to differentRead More
Webinars
October 25, 01:00PM EST

What Your Gift Administrator Can Do For You

What Your Gift Administrator Can Do For You
Fundraisers are good at managing relationships, with a focus on keeping their donors happy. But there’s an often overlooked  team member who isRead More
Webinars
September 27, 01:00PM EST

Regaining Momentum in Your Planned Giving Program

Regaining Momentum in Your Planned Giving Program
In organizations large and small, it is common for planned giving programs to plateau and even shrink. In spite of diligent work to identify andRead More
Webinars
July 26, 01:00PM EST

Taxation Basics for Gift Planners

Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which everyRead More
Webinars
June 28, 01:00PM EST

What to Use and When: CGAs vs. CRATs and CRUTs

What to Use and When: CGAs vs. CRATs and CRUTs
It is not uncommon for most gift officers to think immediately of charitable gift annuities when a prospect starts talking about gifts that payRead More
Webinars
August 30, 01:00PM EST

Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning

Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning
If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs ofRead More
Webinars
April 19, 01:00PM EST

Making Sense of State Gift Annuity Regulations

Making Sense of State Gift Annuity Regulations
The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states.  But what do theRead More
Webinars
May 24, 01:00PM EST

Working with Younger Donors

Working with Younger Donors
The average age of a gift annuitant at the time of gift is 79*. Nonetheless, there are planned giving solutions that can be attractive to donors whoRead More
Webinars
March 29, 01:00PM EST

Donor Restrictions – What Will They Think of Next?

Donor Restrictions – What Will They Think of Next?
This session will address the issues created when donors place restrictions on their gifts. We will review the various types of restrictionsRead More
Webinars
February 22, 01:00PM EST

Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes

Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes
Charities like to promote charitable gift annuities as one of the simplest life income gifts - and they often are.  However, there are traps toRead More
Webinars
January 25, 01:00PM EST

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us

Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
When conveying a message about making a planned gift to your charity, what words should you use to describe it? Should you describe the tax benefits?Read More
Webinars
August 28, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We were excited to have planned giving expert Craig Wruck repeat his popular Fundamentals of Planned Giving course as aRead More
Webinars
July 16, 09:00AM EST

Strategic Storytelling - A Sure Path to Major and Planned Gifts

Strategic Storytelling - A Sure Path to Major and Planned Gifts
Whether you’re a seasoned veteran or just getting started, enhance your donor visits and solicitations by learning how to uncover your donors’Read More
Webinars
April 24, 01:00PM EST

Philanthropic Planning: What to Do in the Room?

Philanthropic Planning: What to Do in the Room?
Among the most valuable conversations fundraising or financial professionals can have with donors is one that helps those donors discover theRead More
Webinars
September 26, 01:00PM EST

Planned Giving When It's Not All You Do

Planned Giving When It's Not All You Do
Are you trying to establish or run a planned giving program in the midst of doing annual campaigns, writing grant proposals, soliciting corporateRead More
Webinars
August 29, 01:00PM EST

Social Media: Getting Results for Planned Gifts

Social Media: Getting Results for Planned Gifts
How can your organization use social media to get results for its gift planning program? Read More
Webinars
May 30, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Learn about the different types of life insurance and how they can be used to make charitable gifts during life and atRead More
Webinars
June 26, 01:00PM EST

Land Ho! The Many Ways to Give Real Estate

Land Ho! The Many Ways to Give Real Estate
There are numerous ways real estate can be used to make a charitable gift.  As always, the donor’s objectives are a primary consideration, butRead More
Webinars
March 27, 01:00PM EST

Problem Solving with Planned Gifts

Problem Solving with Planned Gifts
The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advisedRead More
Webinars
July 31, 01:00PM EST

Planned Giving Best Practices: A Benchmarking Study

Planned Giving Best Practices: A Benchmarking Study
This webinar will present the results of original research about best practices in operating a planned giving program. Read More
Webinars
December 19, 01:00PM EST

CRTs: A Trust for All Seasons

CRTs: A Trust for All Seasons
This session will examine the typical goals of donors at different life stages and how particular charitable remainder trust arrangements can helpRead More
Webinars
November 20, 01:00PM EST

Gift Annuity Challenges and How to Address Them

Gift Annuity Challenges and How to Address Them
Despite their relative simplicity, charitable gift annuities sometimes present complexities. Even what starts out as a "plain vanilla" arrangement canRead More
Webinars
October 31, 01:00PM EST

Estate Planning for Gift Planners

Estate Planning for Gift Planners
Learn all the basics of estate planning as it relates to gift planning. Speak articulately to your donors about their estate planningRead More
Webinars
July 25, 01:00PM EST

Gifts of Tangible and Intangible Personal Property

Gifts of Tangible and Intangible Personal Property
Become familiar with the options for making gifts of tangible and intangible personal property and learn about the special considerations that shouldRead More
Webinars
June 27, 01:00PM EST

The Appeal of Step Lead Trusts and Shark Fin Trusts

The Appeal of Step Lead Trusts and Shark Fin Trusts
This Webinar will use financial modeling to show why step-lead trusts and shark fin lead trusts appeal to certain donors. It will also help you toRead More
Webinars
April 25, 01:00PM EST

Bequests – Stewardship and Administration

Bequests – Stewardship and Administration
During this session, Alison will share with you bequest stewardship and administration practices that will encourage your supporters to make bequestsRead More
Webinars
March 28, 01:00PM EST

Complying with Gift Annuity Regulations

Complying with Gift Annuity Regulations
This Webinar will take a practical approach to the subject of state regulation, highlighting the key steps in the registration process and offeringRead More
Webinars
February 28, 01:00PM EST

Gift Planning and the New Tax Law

Gift Planning and the New Tax Law
The gift planning landscape shifted on New Year’s Day, 2013. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid theRead More
Webinars
January 31, 01:00PM EST

Making (and Remaking) the Case for Your Planned Giving Program

Making (and Remaking) the Case for Your Planned Giving Program
Questions involving the case for planned giving are likely to continue to arise now and again, prompted by things internal, such as a change inRead More
Webinars
December 18, 01:00PM EST

How to Get Your Donor to Say "Yes!"

How to Get Your Donor to Say "Yes!"
This webinar will discuss, step-by-step, the process for bringing both planned gifts and major gifts to closure, and it will indicate when theRead More
Webinars
November 20, 01:00PM EST

What Gift Planners Need to Know about Donor Advised Funds

What Gift Planners Need to Know about Donor Advised Funds
Even though many contributors to DAFs are not planned giving prospects, astute gift planners stand to benefit from 1) understanding the basics ofRead More
Webinars
October 30, 01:00PM EST

Knowing a Planned Giver When You See One

Knowing a Planned Giver When You See One
Planned gifts come in many shapes and sizes.  So do their donors.  Nevertheless, there are some telltale characteristics to look for in aRead More
Webinars
September 25, 01:00PM EST

Trends in Marketing Planned Gifts

Trends in Marketing Planned Gifts
This session will examine the current marketing trends that could make a difference for your planned giving efforts in 2014, and will delve intoRead More
Webinars
May 22, 01:00PM EST

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes

The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes
One of the great appeals of gift annuities is their simplicity relative to other planned gifts.   But things can and do go awry, even withRead More
Webinars
February 27, 01:00PM EST

The Three Pillars of a Strong Bequest Program

The Three Pillars of a Strong Bequest Program
Although most charitable bequests may arrive “over the transom,” a robust bequest program conducts activities that have an important positiveRead More
Webinars
January 23, 01:00PM EST

Planned Giving for Younger Donors

Planned Giving for Younger Donors
Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy,Read More
Webinars
December 17, 01:00PM EST

The Pooled Income Fund at 45 – Consider the Possibilities!

The Pooled Income Fund at 45 – Consider the Possibilities!
With PIF deductions historically high and the Fed poised to let interest rates rise again, now may be the perfect time for your organization to createRead More
Webinars
November 19, 01:00PM EST

The Best Metrics for Measuring PG Marketing Success

The Best Metrics for Measuring PG Marketing Success
Whether you’re just starting out or you need to overhaul your existing marketing strategy, you will want to attend this discussion of the topRead More
Webinars
October 29, 01:00PM EST

Stewardship of Planned Gift Donors

Stewardship of Planned Gift Donors
This session will explore the many other ways to steward your donors throughout the year and to make the most of your opportunities. Read More
Webinars
September 24, 01:00PM EST

10 Practical Planned Giving Ideas for the Current Environment

10 Practical Planned Giving Ideas for the Current Environment
Charitable planning can be challenging against a backdrop of rapidly fluctuating investment markets, low interest rates, increased gift and estate taxRead More
Webinars
August 27, 01:00PM EST

More Problem Solving with Planned Gifts

More Problem Solving with Planned Gifts
Gift vehicles should be viewed not as things to be promoted, but rather as tools to solve problems posed by the donor's situation. Read More
Webinars
July 30, 01:00PM EST

Adventures in Accepting Restricted Gifts

Adventures in Accepting Restricted Gifts
This session will explore processes for evaluating and accepting restricted gifts, as well as strategies for directing benefactor interest to broaderRead More
Webinars
June 25, 01:00PM EST

Overcoming Common Stumbling Blocks to Planned Gifts

Overcoming Common Stumbling Blocks to Planned Gifts
This session will discuss some of the most common objections raised by donors and other stumbling blocks you might encounter, and suggest ways toRead More
Webinars
May 27, 01:00PM EST

Using Data Analytics to Improve Planned Gift Prospecting

Using Data Analytics to Improve Planned Gift Prospecting
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
April 30, 01:00PM EST

Attracting Gifts Through Beneficiary Designations

Attracting Gifts Through Beneficiary Designations
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity Read More
Webinars
March 26, 01:00PM EST

Keeping the Bequest Stream Flowing

Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But bequests don't just happen. Proactively marketing,Read More
Webinars
February 26, 01:00PM EST

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion inRead More
Webinars
January 22, 01:00PM EST

Annual Reporting Process in States that Regulate Gift Annuities

Annual Reporting Process in States that Regulate Gift Annuities
Will cover the annual reporting process in states that regulate gift annuities. Read More
Webinars
December 15, 01:00PM EST

Rules Rule: Best Practices in Gift Acceptance Policies

Rules Rule: Best Practices in Gift Acceptance Policies
Call them “Development Guidelines,” “Fundraising Procedures,” or “Gift Acceptance Policies,” knowing the rules of the road for raisingRead More
Webinars
December 21, 01:00PM EST

Intermediate Taxation for Gift Planners

Intermediate Taxation for Gift Planners
Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar willRead More
Webinars
November 16, 01:00PM EST

Gifts of Retirement Assets

Gifts of Retirement Assets
As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s.Read More
Webinars
October 26, 01:00PM EST

Understanding the Older Donor

Understanding the Older Donor
This webinar will provide professionals in the financial, philanthropic and development fields with a solid foundation for connecting with their olderRead More
Webinars
September 28, 01:00PM EST

Planned Giving Essentials

Planned Giving Essentials
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversationsRead More
Webinars
August 31, 01:00PM EST

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of allRead More
Webinars
July 27, 01:00PM EST

Planned Giving Marketing for Starting/Restarting a Program

Planned Giving Marketing for Starting/Restarting a Program
If you are starting or re-launching a planned giving program there is much to be done. From evaluating donor potential and securing board approval, toRead More
Webinars
June 29, 01:00PM EST

Gifts of Life Insurance

Gifts of Life Insurance
Life insurance can make a great charitable gift. Really! It can! So why is life insurance so chronically underutilized in charitable giving?  Read More
Webinars
May 25, 01:00PM EST

Attracting Gifts from Donor Advised Funds

Attracting Gifts from Donor Advised Funds
Donor-advised funds (DAFs) are attracting an ever-larger percentage of the charitable dollar. Americans contributed over $22 billion to DAFs in 2015,Read More
Webinars
April 27, 01:00PM EST

Successfully Navigating Gifts of Real Estate

Successfully Navigating Gifts of Real Estate
Gifts of real estate are back!  Donors are again offering real estate to support their favorite charities. Understanding the benefits – andRead More
Webinars
March 30, 01:00PM EST

Building Endowment with Planned Gifts

Building Endowment with Planned Gifts
Planned gifts are a long-term commitment by some of your most loyal donors.  This Webinar will explore effective strategies for making yourRead More
Webinars
February 23, 01:00PM EST

Counting Revocable Gifts: Return from Fantasy Island

Counting Revocable Gifts: Return from Fantasy Island
Counting matters.  In non-profits as in business, what you measure is what you get.  But, are we measuring the right things in the rightRead More
Webinars
January 26, 01:00PM EST

Harnessing the Power of the Bequest Challenge Match

Harnessing the Power of the Bequest Challenge Match
The ACLU and EDF have both used bequest challenges with great success to raise millions of dollars in additional known bequests. Using their ownRead More
Webinars
March 31, 01:00PM EST

The Best - and Most Ignored - Source for New Planned Gifts

The Best - and Most Ignored - Source for New Planned Gifts
The best - and most ignored - source for new planned gifts exists in your own office files. How much do you know about your legacy society members'Read More
Webinars
February 25, 01:00PM EST

Gift Annuity Essentials

Gift Annuity Essentials
This Webinar will focus on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, common roles ofRead More
Webinars
January 28, 01:00PM EST

Taxation Basics for Gift Planners

Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which everyRead More
Webinars
April 28, 01:00PM EST

Pros and Cons of Email Marketing of Planned Gifts

Pros and Cons of Email Marketing of Planned Gifts
Properly marketing your planned giving program today should not be limited to print direct mail and websites. There are new media to take advantage ofRead More
Webinars
October 27, 01:00PM EST

Bequests and Simple Bequest Alternatives

Bequests and Simple Bequest Alternatives
In the majority of planned giving programs, bequest gifts account for 75%-80% of all planned gifts, and in some cases approach 100%. In addition,Read More
Webinars
November 17, 01:00PM EST

Gift Planning in a Capital Campaign

Gift Planning in a Capital Campaign
 In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies forRead More
Webinars
September 29, 01:00PM EST

Lead Trusts - What To Do and Not To Do

Lead Trusts - What To Do and Not To Do
Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits toRead More
Webinars
July 28, 01:00PM EST

Seven Secrets of Successful Solicitations

Seven Secrets of Successful Solicitations
If you want a gift, you have to ask for it! But that's easier said than done: people consistently rate asking for money at the top of the list ofRead More
Webinars
August 25, 01:00PM EST

Gifts of Oil and Gas Interests and Other Mineral Interests

Gifts of Oil and Gas Interests and Other Mineral Interests
This presentation will provide an overview of the basic types of mineral interests and equip gift planners to effectively cultivate and close gifts ofRead More
Webinars
June 30, 01:00PM EST

Fundamentals of Planned Giving Webinar Series

Fundamentals of Planned Giving Webinar Series
We are thrilled to be teaming up with Craig Wruck again in 2016 to offer his popular Fundamentals of Planned Giving course as a series of four weeklyRead More
Webinars
March 02, 09:00AM EST
CalenderList

November 2019

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Planned Gift Calculations You Should Understand
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Planned Gift Calculations You Should Understand
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Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! Explore the logic underlying charitable deduction and gift annuity taxation calculations, examine the influence of the IRS discount rate on different gift plans, learn where the IRS discount rate comes from in the first place, understand the components of FASB liability and gift annuity reserve computations, and more.

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01:00PM - 02:30PM ET

December 2019

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Real World Lessons from Real World Planned Gifts
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Real World Lessons from Real World Planned Gifts
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Over the years, PG Calc’s consultants have seen planned gifts that range from routine to complex to inane.  This session will feature a series of case studies based on actual gift scenarios our consultants have confronted.  The cases will sensitize you to warning signs that a donor wants to make a deal, not a gift.  Other cases will cover donor objectives that were achieved with creative gift plans that don’t fit the typical patterns.  And some of the cases will review gifts that seemed impossible or ridiculous to accomplish, but happened anyway.  Finally, we’ll cover gifts that looked attractive at first, but that the would-be recipients found good reason to walk away from. 

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01:00PM - 02:30PM ET

January 2020

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A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization
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A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization
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Most donors to your charity will NOT make a bequest!  And yet, bequests can be some of the largest gifts your charity will receive, far exceeding the total lifetime giving of these same donors in most cases. Too often charities pursue a “one size fits all” model for bequest fundraising. This webinar will model a paradigm for bequest fundraising where one size does not fit all, enabling you and your colleagues to discover more estate commitments, identify more prospects, and, ultimately, close more estate commitments. The model will include bequest messaging to donors who will never be part of a gift officer’s portfolio and yet who will consider leaving an estate gift to your organization. The goal is for planned giving staff to rethink their bequest fundraising.

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01:00PM - 02:30PM ET

February 2020

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Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner
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Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner
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Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms, requiring your organization to set up a second account just to get the proceeds, or asking for personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has turned into a laborious procedure. The good news is that, led by the efforts of Johni Hayes and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information.

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01:00PM - 02:30PM ET

March 2020

26
Gifts of Life Insurance
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Gifts of Life Insurance
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Approximately 40% of U.S. households own individual life insurance policies with a total death benefit of over 12 trillion dollars. This huge pool of assets can be an important source of charitable gifts. Unfortunately, the way some life insurance giving programs have been promoted has made many gift planners reluctant to pursue life insurance gifts of any kind.

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01:00PM - 02:30PM ET

April 2020

30
Understanding Tax Issues That Can Lead to Bigger Gifts
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Understanding Tax Issues That Can Lead to Bigger Gifts
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Are you expected to raise gifts of $50,000 or more? When discussing gifts of this size with donors, you need to think beyond just cash and publicly-traded securities. Donors at this level often own other assets with substantial value, such as real estate, business interests, partnership interests, and retirement plan assets, that can present special tax challenges. Fortunately, by understanding these challenges you can help your best donors solve them with good charitable planning.

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01:00PM - 02:30PM ET

May 2020

26
New Results from 100 Years of National Data: The 10 Most Painful and Pleasant Statistical Realities in Bequest Fundraising
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New Results from 100 Years of National Data: The 10 Most Painful and Pleasant Statistical Realities in Bequest Fundraising
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Professor Russell James presents new statistical results including data from over 100 years of actual charitable estate transfers. These show the sometimes harsh realities that you need to know if you want to actually bring money to your organization. First, the bad news. (Warning: He’s got tenure, so he doesn’t have to make you happy.) The first five statistical realities are things we wish weren’t true, but are really important to know. But there is a bright side. The last five statistical realities show the positive opportunities that will allow you to raise more money both now and later. 

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01:00PM - 02:30PM ET

June 2020

02
Fundamentals of Planned Giving Webinar Series
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Fundamentals of Planned Giving Webinar Series
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Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

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01:00PM - 02:30PM ET
25
Effective Gift Planning Strategies in Turbulent Times
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Effective Gift Planning Strategies in Turbulent Times
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Unemployment and inflation are low and the stock market is near its all-time high after a ten-year bull market. Despite these reassuring facts, increased market volatility over the past year, ongoing trade wars, and ominous signs of an economic downturn are making many donors nervous. In this webinar, Jeff Lydenberg will discuss gift planning strategies most likely to appeal to donors who are worried that darker financial days may be ahead. He will also suggest ways to talk about these strategies with your donors, both in conversation and in marketing materials.

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01:00PM - 02:30PM ET

July 2020

30
QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover
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QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover
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Qualified charitable distributions (QCDs) from IRAs have taken off since their enabling legislation became permanent at the end of 2015. Also known as charitable IRA rollovers, the growth of these gifts highlights an increased familiarity with the general concept. Yet, as with many plans that seem simple and straightforward, with QCDs the devil is in the details.

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01:00PM - 02:30PM ET

August 2020

27
10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
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10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
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Your role as a gift planner is not just to raise money through planned gifts -- it is also to guide your donors toward gifts that best meet their goals, both for themselves and for your charity. To be a good guide for your donors, you need to know the tax rules that apply to planned gifts.

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01:00PM - 02:30PM ET

September 2020

24
The How and Why of Philanthropic Advising
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The How and Why of Philanthropic Advising
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Al Halliday, Harvard’s Philanthropic Advisor and Director, Principal Gifts, will discuss the how and why of Harvard's philanthropic advising practice founded by Charlie Collier in the 1990s. Al will demonstrate the approach he learned from Charlie, explain its value to Harvard, and outline how he continues to extend the work that Charlie began 25 years ago. Hear why this practice has worked well for Harvard’s cultivation and stewardship efforts and learn how it can work well for organizations of any size, including yours.

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01:00PM - 02:30PM ET

October 2020

22
The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts
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The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts
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How do you prioritize your planned gift prospects and help them make gift plans that are best for them and for your institution? In this webinar, Sherrie Beal will draw from her 25 years in fundraising to share a combination of case studies and practical tips to help: 1) prioritize your planned giving prospects; 2) know how to get at your donor's motivations for giving; 3) avoid jumping to a gift vehicle without understanding the donor's circumstances; 4) ascertain capacity and competency and know how to turn down a gift; 5) change the paradigm of our work from "grim reaper" to "social worker” by helping your donors have a plan in place--for themselves and those they love.

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01:00PM - 02:30PM ET

November 2020

19
Bequest Marketing Everyone Should Do
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Bequest Marketing Everyone Should Do
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Bequests represent the bulk of planned gift dollars raised by most charities. This is true despite minimal marketing of bequests by many of these same charities. With close to $25 trillion in estate transfers estimated to occur over the next 40 years*, imagine how much more your charity can attract in bequest gifts by consistently marketing them to your charity’s donors.

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01:00PM - 02:30PM ET

December 2020

17
Blended Gifts and Collegial Collaboration
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Blended Gifts and Collegial Collaboration
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Donors decide how they want to give based on their passion and their capacity. Blended gifts make it possible for donors to give at a level they may have thought impossible and to meet multiple objectives in financial and tax planning, providing for family, and supporting favored charities along the way.

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01:00PM - 02:30PM ET