Webinars

Notice on Webinar Replays: To accommodate clients currently not able to view PG Calc webinars in a group, ALL registrants will receive a link to a replay of the webinar to share with colleagues. Replays typically become available within two business days of the live session. Each replay will be available for a limited time and can be viewed any number of times during that period. PG Calc will continue this policy for as long as the COVID-19 outbreak requires people to avoid gathering in groups.

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 continuing education credit. Learn more.
  • Each session costs just $95 per site (except for occasional free Special Update Webinars). 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

 

Free Webinars

PG Calc has offered free webinars in response to certain changes in tax law. For those who did not have the opportunity to attend, you can view a free recording. These recordings are made available by PG Calc as a service to the planned giving community.

The SECURE Act and Gift Planning (delivered 2/11/2020)

Bill Laskin and Andrew Palmer explain in detail the SECURE Act provisions that have relevance for gift planning. They also suggest ways gift planners can respond to these changes to maximize their fundraising success and share marketing advice regarding SECURE Act changes.

SECURE ACT WEBINAR

The Pandemic, the CARES Act, and Gift Planning (delivered 4/7/2020)

Gary Pforzheimer and Craig Wruck discuss provisions in the CARES Act of special interest to gift planners and the impact of the coronavirus pandemic on gift planning.

VIEW THE WEBINAR

DOWNLOAD 2022 SCHEDULE

 

Upcoming Webinars

To learn more about a webinar, click the webinar title in the list below. To register for the webinar, or purchase a recording of it, click the “Register Now” button below any webinar description and complete the form.

To register for the whole 2022 monthly series (and save 25%), click the “Register Now” button below any 2022 webinar select "2022 Series."

 

January 2022

Thu 01/27

Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.

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Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.

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Thursday, January 27, 01:00 PM-02:30 PM ET

February 2022

Thu 02/24

With bequests accounting for 80% -  90% of the money raised by most planned giving programs, it is worth asking whether a life income program makes sense for your organization. If you have a well-established life income program, is it still advisable? If you have a fledgling program, should you give it a boost? If you don’t offer life income gifts yet, should you start?

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With bequests accounting for 80% -  90% of the money raised by most planned giving programs, it is worth asking whether a life income program makes sense for your organization. If you have a well-established life income program, is it still advisable? If you have a fledgling program, should you give it a boost? If you don’t offer life income gifts yet, should you start?

In this webinar, we will review the factors you should consider when analyzing the suitability of a life income program for your organization. We will also discuss how and why you might decide to accept some forms of life income gifts but not others, or to issue gift annuities to donors in some states but not others. 

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Thursday, February 24, 01:00 PM-02:30 PM ET

March 2022

Thu 03/31

A charitable gift of an interest in a closely held business requires careful planning. Charitable organizations typically do not want to hold illiquid investment assets, particularly interests in an operating business (as distinct from, say, a private equity fund or a hedge fund).  However, there is an attraction to the potential income that may be received from owning a business interest. 

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A charitable gift of an interest in a closely held business requires careful planning. Charitable organizations typically do not want to hold illiquid investment assets, particularly interests in an operating business (as distinct from, say, a private equity fund or a hedge fund).  However, there is an attraction to the potential income that may be received from owning a business interest. 

In this webinar, we will explore the considerations in strategically planning for the transfer of closely held business assets while benefitting both the organization and the donor. Among other concerns, the charity must have clarity regarding the unrelated business income tax. We will also review common errors and opportunities when donors give business interests to charity.

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Thursday, March 31, 01:00 PM-02:30 PM ET

April 2022

Thu 04/28

At long last, your donor said yes! It’s been years in the making and a celebration is in order… but then what? It’s not over yet. Documents need to be drafted and approved. There are appraisals, and maybe environmental audits. Who is responsible for transferring ownership? Will you need title insurance? What about a tax ID number? There’s a reason even rocket scientists use checklists. In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long .

Learn More

At long last, your donor said yes!  It’s been years in the making and a celebration is in order … but then what?  It’s not over yet.  Documents need to be drafted and approved.  There are appraisals, and maybe environmental audits.  Who is responsible for transferring ownership?  Will you need title insurance?  What about a tax ID number?  There’s a reason even rocket scientists use checklists.  In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long .

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Thursday, April 28, 01:00 PM-02:30 PM ET

May 2022

Thu 05/26

Big gifts are different. The messaging is different, the structures are different, and the psychology is different. In this webinar, Professor Russell James will review the scientific research, experimental findings, and theory that underlie the most effective practices for encouraging these transformational donations. You will come away with an understanding of both the practical fundraising “how” and the research-based “why” of raising large donations. When you are ready to “go big” with your fundraising, this is the presentation for you!

Learn More

Big gifts are different. The messaging is different, the structures are different, and the psychology is different. In this webinar, Professor Russell James will review the scientific research, experimental findings, and theory that underlie the most effective practices for encouraging these transformational donations. You will come away with an understanding of both the practical fundraising “how” and the research-based “why” of raising large donations. When you are ready to “go big” with your fundraising, this is the presentation for you!

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Thursday, May 26, 01:00 PM-02:30 PM ET

June 2022

Thu 06/30

When it comes to planned giving, PG Calc’s Client Services team has seen and heard just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts, from gift annuities, charitable remainder trusts, and pooled income funds, to retained life estates, bargain sales, and the ever-elusive charitable lead trust. We have come up with a list of our Top Ten Lessons in Planned Giving – as learned on the front lines – we want to share with all the dedicated gift planning professionals out there. We won’t be mentioning any client or donor names, but all ten lessons will be based on real situations we have encountered.

Learn More

When it comes to planned giving, PG Calc’s Client Services team has seen and heard just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts, from gift annuities, charitable remainder trusts, and pooled income funds, to retained life estates, bargain sales, and the ever-elusive charitable lead trust. We have come up with a list of our Top Ten Lessons in Planned Giving – as learned on the front lines – we want to share with all the dedicated gift planning professionals out there. We won’t be mentioning any client or donor names, but all ten lessons will be based on real situations we have encountered.

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Thursday, June 30, 01:00 PM-02:30 PM ET

July 2022

Tue 07/12

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.

Learn More

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.

Session Dates

All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.

  • July 12, 2022 - Part 1
  • July 19, 2022 - Part 2 
  • July 26, 2022 - Part 3
  • August 2, 2022 - Part 4
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Tuesday, July 12, 01:00 PM-02:30 PM ET
Thu 07/28

Many of your institution’s loyal supporters truly have it in their heart to help your cause through a planned gift. Our job as marketers is to encourage them to take the next step: to go from just thinking about it to inquiring for more information, or to go from having done it to sharing the details with you. In this webinar, two experienced gift planners, Sam Samuels of Smith College and Carmen Tordiglione of Tufts University, will discuss the tools at your disposal to get as many of your prospects as possible to take the next step. From direct mail to webinars, Sam and Carmen will discuss 10 techniques they have used – some tried and true, some new – to encourage support of their respective institutions through a gift made by bequest or other estate gift. Newcomers to gift planning will come away with a grounding in the basics of marketing, while veterans will pick up some innovative pointers that work.

Learn More

Many of your institution’s loyal supporters truly have it in their heart to help your cause through a planned gift. Our job as marketers is to encourage them to take the next step: to go from just thinking about it to inquiring for more information, or to go from having done it to sharing the details with you. In this webinar, two experienced gift planners, Sam Samuels of Smith College and Carmen Tordiglione of Tufts University, will discuss the tools at your disposal to get as many of your prospects as possible to take the next step. From direct mail to webinars, Sam and Carmen will discuss 10 techniques they have used – some tried and true, some new – to encourage support of their respective institutions through a gift made by bequest or other estate gift. Newcomers to gift planning will come away with a grounding in the basics of marketing, while veterans will pick up some innovative pointers that work.

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Thursday, July 28, 01:00 PM-02:30 PM ET

August 2022

Thu 08/25

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources. 

Learn More

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources. 

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Thursday, August 25, 01:00 PM-02:30 PM ET

September 2022

Thu 09/22

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

Learn More

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

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Thursday, September 22, 01:00 PM-02:30 PM ET

October 2022

Wed 10/19

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

Learn More

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

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Wednesday, October 19, 01:00 PM-02:30 PM ET

November 2022

Thu 11/17

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

Learn More

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

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Thursday, November 17, 01:00 PM-02:30 PM ET

December 2022

Wed 12/14

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program.

Learn More

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program. 

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Wednesday, December 14, 01:00 PM-02:30 PM ET