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.

 

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