Webinars

Upcoming 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!
  • Paid webinars offer forty-five minutes of formal presentation plus fifteen minutes for questions, a golden opportunity to expand your knowledge and get your questions answered by an expert.
  • Q&A webinars, which are FREE, offer sixty minutes focused on answering questions on the webinar theme from you and other audience members.
  • A pdf of the presenter’s slides help you retain what you’ve learned.
  • A replay of the webinar good for 60 days that you can review yourself and share with colleagues. The replay typically is available within two business days after the live session.
  • CFRE continuing education credit (except Q&A webinars). Learn more.
  • Each session costs just $45 per site, except for Q&A webinars and special update webinars, which are FREE. You can invite as many people as you want to attend with you.
  • Register for the entire monthly series for just $270 - a 25% discount.
  • Frequently Asked Questions
     

 Download 2024 Schedule

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.

What You Need to Know About the New Legacy IRA Act (delivered 1/12/2023)

Implications of the New IRS Mortality Table and New ACGA Rates (delivered 6/22/2022)

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

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

 



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 2024 monthly series (and save 25%), click the “Register Now” button below any 2024 webinar that is not a Q&A webinar, then select "2024 Series" on the form.

 

February 2024

Thu 02/29
Empower your fundraising with insights into QCDs that will magnify the impact of your donor’s gifts, minimize their tax burden, and raise more money for your organization. This webinar will cover the nuances of both outright QCDs, QCDs to fund life income gifts, and the interplay between the two. Attendees will learn how to unlock this powerful source of gifts to raise support from current and life income gifts. Join us for an enlightening presentation!
Learn More

Empower your fundraising with insights into QCDs that will magnify the impact of your donor’s gifts, minimize their tax burden, and raise more money for your organization. This webinar will cover the nuances of both outright QCDs, QCDs to fund life income gifts, and the interplay between the two. Attendees will learn how to unlock this powerful source of gifts to raise support from current and life income gifts. Join us for an enlightening presentation!

Collapse
Thursday, February 29, 01:00 PM-02:00 PM ET

March 2024

Thu 03/28
In 2022, more than 11% of all giving in the U.S. — about $52 billion — went to donor advised funds. The purpose of DAFs, of course, is to distribute their funds over time to operating charities like yours. How do you help your charity attract a slice of the huge and rapidly expanding DAF pie?
Learn More

In 2022, more than 11% of all giving in the U.S. — about $52 billion — went to donor advised funds. The purpose of DAFs, of course, is to distribute their funds over time to operating charities like yours. How do you help your charity attract a slice of the huge and rapidly expanding DAF pie?                

Join us for a discussion of the DAF landscape and strategies you can use to bring more DAF grants to your organization. Gary Pforzheimer, PG Calc President, will offer his insights into DAFs sponsored by operating charities, as well as those hosted by financial services firms. Renee Kurdzos, Director of Gift Planning, Fundraising at The Nature Conservancy, will share what she’s learned about attracting DAF gifts after leading a task force at her previous employer to rethink her charity’s approach to DAF fundraising. Her discussion will include the kinds of changes her charity made and its experience attracting more gifts from DAFs once those changes were in place.

Looking for ideas on how to increase the amount of DAF grants your charity receives? Attend this webinar!

Collapse
Thursday, March 28, 01:00 PM-02:00 PM ET

April 2024

Thu 04/25
At the intersection of philanthropy and retirement planning are three creative gift annuity vehicles: the deferred gift annuity, the flexible gift annuity, and the commuted gift annuity. Come explore how these gifts can be used to increase your donor’s confidence in their ability to make a substantial gift to your organization. We’ll delve into how these gifts can help donors achieve a variety of goals, as well as the time value of money, the magic of compounding, and how all deferral periods are not equal.
Learn More

At the intersection of philanthropy and retirement planning are three creative gift annuity vehicles: the deferred gift annuity, the flexible gift annuity, and the commuted gift annuity. Come explore how these gifts can be used to increase your donor’s confidence in their ability to make a substantial gift to your organization. We’ll delve into how these gifts can help donors achieve a variety of goals, as well as the time value of money, the magic of compounding, and how all deferral periods are not equal.

Collapse
Thursday, April 25, 01:00 PM-02:00 PM ET

May 2024

Thu 05/30

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. Think of this as your CGA therapy hour!

Learn More

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. Think of this as your CGA therapy hour!

 

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

June 2024

Thu 06/27
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 Hays 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.
Learn More

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 Hays 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.

Collapse
Thursday, June 27, 01:00 PM-02:00 PM ET

July 2024

Tue 07/09

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 9, 2024 - Part 1
  • July 16, 2024 - Part 2 
  • July 23, 2024 - Part 3
  • July 30, 2024 - Part 4

This series is approved for 6.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit. 

Collapse
Tuesday, July 09, 01:00 PM-02:30 PM ET
Thu 07/25
What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc marketing expert and Director of Marketing Services, during this hour-long webinar.
Learn More

What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc marketing expert and Director of Marketing Services, during this hour-long webinar.

 

Collapse
Thursday, July 25, 01:00 PM-02:00 PM ET

August 2024

Thu 08/29
Are you getting as many repeat gift annuities (CGAs) as you should? What about additions to charitable remainder trusts? If not, you might be missing some steps in the dance required to steward these gifts. Good gift administration is not “rocket science,” but just like a well-choreographed dance, each party involved needs to know their role and whose turn it is to lead. Whether it is ensuring that the treasury office knows where to deposit a CGA versus an outright gift, when a discount rate selection disclosure is needed, or what to do when a donor calls to say they didn’t get their annuity payment, the detailed steps are specific and important to a well-stewarded gift. Join us for this webinar to learn why you should care about the choreography and what gift administration steps might be missing at your organization. Learn how covering all the movements can help you secure additional gifts.
Learn More

Are you getting as many repeat gift annuities (CGAs) as you should? What about additions to charitable remainder trusts? If not, you might be missing some steps in the dance required to steward these gifts. Good gift administration is not “rocket science,” but just like a well-choreographed dance, each party involved needs to know their role and whose turn it is to lead. Whether it is ensuring that the treasury office knows where to deposit a CGA versus an outright gift, when a discount rate selection disclosure is needed, or what to do when a donor calls to say they didn’t get their annuity payment, the detailed steps are specific and important to a well-stewarded gift. Join us for this webinar to learn why you should care about the choreography and what gift administration steps might be missing at your organization. Learn how covering all the movements can help you secure additional gifts.

Collapse
Thursday, August 29, 01:00 PM-02:00 PM ET

September 2024

Thu 09/26
Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. For example, did you know you may need to file QCD versions of your gift annuity agreements with certain states before you can issue a gift annuity funded with a QCD in any of those states? Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.
Learn More

Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. For example, did you know you may need to file QCD versions of your gift annuity agreements with certain states before you can issue a gift annuity funded with a QCD in any of those states? Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.

Collapse
Thursday, September 26, 01:00 PM-02:00 PM ET

October 2024

Thu 10/24
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!
Learn More

Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!

Collapse
Thursday, October 24, 01:00 PM-02:00 PM ET

November 2024

Thu 11/21
What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.
Learn More

What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.

Collapse
Thursday, November 21, 01:00 PM-02:00 PM ET

December 2024

Thu 12/19
Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.
Learn More

Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.

Collapse
Thursday, December 19, 01:00 PM-02:00 PM ET