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.

 

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CalenderList

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
January 31, 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

December 2018

20
Marketing in the Age of Trump
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Marketing in the Age of Trump
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Up

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. In this webinar, Andrew Palmer, Director of Marketing Services at PG Calc, will begin by discussing current trends in planned giving marketing, including the effect the new tax law should have on how you promote planned gifts. He will then turn his attention to 8 marketing lessons we can learn from the election of the 45th President of the United States.

Read More
01:00PM - 02:30PM ET

January 2019

31
What, Me Worry? When to Say No (or Yes!) to a Gift
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What, Me Worry? When to Say No (or Yes!) to a Gift
Webinars
Up

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 accept them.  At the same time, charities regularly receive offers of timeshares, artwork, life insurance, cryptocurrency, and other assets that can take significant resources to accept or present other complications. In this webinar, we will discuss how to go about evaluating proposed gifts of these sorts of assets, so you know when to say “no” and when to say “yes” to such a gift.

Read More
01:00PM - 02:30PM ET

February 2019

28
Advanced Gift Annuities
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Advanced Gift Annuities
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Up

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 fixed payments in return.  Used creatively, however, gift annuities can fulfill a range of donor goals well beyond simple fixed payments for life. In this webinar, you will learn how a donor can use a gift annuity to supplement retirement income when the year of retirement is unknown, bridge the gap between retirement and starting retirement plan withdrawals, produce reliable payments that will increase over time, or generate cash flow from a personal residence.

Read More
01:00PM - 02:30PM ET

March 2019

28
The Do’s and (a few) Don'ts of Gifts from IRAs
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The Do’s and (a few) Don'ts of Gifts from IRAs
Webinars
Up

Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often overlooked are the various other ways that IRA assets can be an important part of a donor’s charitable planning. This webinar will explore lifetime and testamentary giving options using IRA accounts and other retirement accounts. In addition to gift opportunities, we will use case studies to discuss myths and misconceptions associated with gifts of retirement plan assets.

Read More
01:00PM - 02:30PM ET

April 2019

25
Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend
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Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend
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Up

Donor advised funds and supporting organizations are increasingly familiar features in philanthropic planning, yet gift planners too often view these giving vehicles as competitors for donor dollars. This does not have to be and, indeed, usually is not the case. This session will give context to these two giving vehicles, including why they may be compelling gift options for donors. Using a series of case studies, the presenter will demonstrate how donors are using donor advised funds and supporting organizations to achieve their philanthropic objectives, dispel some myths about these giving vehicles, and discuss ways that gift planners can work with donors to secure gifts from donor advised funds and supporting organizations.

Read More
01:00PM - 02:30PM ET

May 2019

23
Understanding Your Gift Annuity Program
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Understanding Your Gift Annuity Program
Webinars
Up

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 annuity program. To ensure a successful program it is key to understand what the risks are and how to mitigate them. We’ll talk about factors you control and those you don’t, how they impact your program, and sound policies and procedures to have in place.

Read More
01:00PM - 02:30PM ET

June 2019

27
Shifting the Conversation from Cash to Assets
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Shifting the Conversation from Cash to Assets
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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 personal property, and closely-held assets represent most of the wealth held by your most generous donors.  This session will cover how to structure gifts that include illiquid assets.  It will also offer practical solutions to the typical objections raised by a charity’s general counsel and business office to accepting gifts funded with property other than cash or publicly-traded securities.  

Read More
01:00PM - 02:30PM ET

July 2019

25
The Hidden Code of End-of-life Decisions
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The Hidden Code of End-of-life Decisions
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Death is different.  When it comes to making decisions involving end-of-life, people respond in unusual ways.  In this presentation, Professor James brings together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication.  Understanding this “hidden code” will change the way you think, and talk, about legacy giving and planned giving.

Read More
01:00PM - 02:30PM ET

August 2019

29
Tax Info Every Gift Planner Should Know
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Tax Info Every Gift Planner Should Know
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Up

Gift planners are not tax advisors. Nevertheless, you will have richer conversations with your donors and provide them with better proposals when you incorporate key tax concepts into your thinking. This presentation will explore the tax considerations that gift planners should keep in mind when analyzing the costs and benefits of making different planned gifts.

Read More
01:00PM - 02:30PM ET

September 2019

26
Surveying Planned Giving Prospects
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Surveying Planned Giving Prospects
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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 right questions and listening to what the answers really tell you. This is why a donor survey is one of the best ways to gather critical information about your donors and their intentions. In this presentation, Andrew will discuss how to apply donor surveys in your marketing plan, what questions to ask, and how, if done properly, donor surveys can be your best source of lead generation.

Read More
01:00PM - 02:30PM ET

October 2019

24
Bequest Administration and a Little Beyond
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Bequest Administration and a Little Beyond
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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 many hats?  We’ll cover the basic information you should receive as a beneficiary, what it means, and when to ask questions and insist on answers.  We’ll also go a little beyond the most basic information and discuss when to hire outside counsel and how to find an attorney to help.   

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01:00PM - 02:30PM ET

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

19
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