eRate Monthly Newsletter

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PG Calc's eRate monthly electronic newsletter contains the latest IRS discount rate and articles on planned giving topics of interest.

PG Calc eRate Newsletters

2018 eRate Newsletters

October 2018

  • How to Evaluate the Health of Your Gift Annuity Program
  • Quick Tip: Did You Know You Can Add Custom Documents to PGM and PGM Anywhere?
  • Marketing Corner: Will Your Year-End Giving Communication Be Different This Year?

 

September 2018

  • Limitations on Income Tax Charitable Deductions
  • Quick Tip: Comparing Gifts Funded with Cash or Stock in PGM Anywhere
  • Marketing Corner: What Is the Age Range of Your Planned Giving Audience?

August 2018

  • Are You "Just Winging It" with Your Planned Giving Program?
  • Quick Tip: Calculating the Present Value of an Irrevocable Charitable Remainder Trust for Remainder Valuation Purposes
  • Marketing Corner: Please Don't Donate Cash

July 2018

  • Collecting IRA Beneficiary Gifts – A Death Defying Experience
  • Quick Tip: Planned Giving Manager Updated for New ACGA Rates
  • Marketing Corner: Social Media Then and Now

 

June 2018

  • Grantor Charitable Lead Trusts: Why They (Sometimes) Make Sense
  • PGM Anywhere Makes Gift Annuity Termination Calculations Easy
  • Marketing Corner: Marketing Strategies for the ACGA Rate Change

May 2018

  • Hey, What's Up?
  • Enjoying the Benefit of an Itemized Deduction Even if a Donor Doesn’t Itemize
  • His, Hers, or Theirs, You Need to Find Out!
  • Announcing the PG Calc Unicorn Contest!

April 2018

  • The Practical Aspects of Accepting Beneficiary Designation Gifts
  • Marketing Corner: When Does Something Become a Trend?
  • Testamentary Gifts of Retirement Plan Assets
  • IRS Confirms Estate Tax Exclusion Amount for 2018

 

March 2018

  • Is There Life In Life Income Gifts?
  • Marketing Corner: Sustainability
  • Tax Law Update of PGM Released
  • Get a Qualified Appraisal Before Filing the 1040 for 2017

February 2018

  • Tax Reform and Its Impact on Planned Giving
  • Marketing Corner: Don't Say That, Say This!
  • PG Calc Solutions: Annual CGA Reserve and FASB Reports

January 2018

  • Top Ten Most Frequently Asked Client Questions for 2017
  • Marketing Corner: Marketing Metrics
  • Quick Tip: Prepare Now for 12/31 CGA State Reporting

 

2017 eRate Newsletters

December 2017

  • Don't Forget to Customize Your PGM and PGM Anywhere Software
  • Reminder to Thank Donors
  • 2017 Update of Authoritative CGA Manual

November 2017

  • PDFs Make Your Presentations Look Great!
  • Don’t Lose Automatic IRS Discount Rate Updates to PGM!
  • PG Calc Zombie Contest Ending Soon!

October 2017

  • Revocation Language in CGA Agreements - To Include or Not To Include
  • Sharing Your PGM Anywhere Cases with Other PGM Anywhere Users
  • PG Calc Zombies Visit NCPP 2017

 

September 2017

  • Surrendering an Income Interest in a Life Income Gifts
  • Imitation Is the Greatest Form of Flattery
  • How to Record Final Distributions in GiftWrap

August 2017

  • Missing Persons and Uncashed Checks
  • Advisor Marketing? No, It's Advisor Stewardship.
  • Update Financial Information in Planned Giving Manager and PGM Anywhere for Fiscal Year End

July 2017

  • Funding CGAs with Mutual Funds (What Is the Problem?)
  • Annual Compliance Reporting: Let PG Calc Do the Heavy Lifting for You This Summer
  • Come to Group Training this Summer

 

June 2017

  • When a Donor Walks Away from a Gift (and the Charity Benefits!)
  • PG Calc Announces Where's Zombie Photo Contest
  • PG Calc Webinar Recordings Are a Great Way to Spend Spare Budget Dollars

May 2017

  • BatchCalcs Will Make Your Gift Annuity Mailing More Compelling
  • PG Calc Unveils New Website
  • GiftWrap 4.2.10 Has Been Released

April 2017

  • PGM Clients Get PGM Anywhere Too!
  • An Underutilized Cultivation and Marketing Tool
  • Spring Training Opportunities

 

March 2017

  • Taking The Temperature of Your Gift Annuity Program
  • Get A Qualified Appraisal Before Filing 1040 For 2016
  • Should You Be Concerned About USPS "Marketing Mail?"

February 2017

  • Asking For Money Back - Awkward!
  • PG Calc Solutions for Annual Compliance Reporting
  • Titles Speak Louder Than Copy

January 2017

  • Oh, Those Pesky Capital Gains!
  • Don't Tweak Those Gift Annuity Agreements
  • Six Email Myths You Should Know

2016 eRate Newsletters

December 2016

  • IRA Charitable Rollover Celebrates First Anniversary
  • ACGA Suggested Maximum Rates Remain Unchanged
  • The Year of Life Income Gifts

November 2016

  • Are You Ready for the End?
  • Did You Know PGM Anywhere Can Produce Custom Documents?
  • New PGM Anywhere and GiftWrap releases

October 2016

  • 15 Tips on Getting More Donors to Read Your Emails
  • Why Print Will Never Die
  • When Only a CRAT Will Do

 

September 2016

  • To Retain or Not to Retain?
  • Is This a Good Time for Gift Annuities?
  • Extremely Low IRS Discount Rate Creates Opportunities and Challenges

August 2016

  • Unitization v. Fund Accounting
  • Projecting Future Income from Bequest Expectancies
  • Transforming Life Income Gits into Current Gifts

July 2016

  • How High Is the Sky?
  • Creating a Marketing Brief
  • The Key Ingredient to Email Marketing Success

 

June 2016

  • Meeting the Challenge of Raising More Planned Gifts
  • Latest PGM Anywhere Release
  • Keeping Up With the Marketing Times

May 2016

  • The Lure of Real Estate
  • How Do You Measure Your Marketing Program's Success?
  • GiftWrap 4.2.8 Released

April 2016

  • Why Websites Still Matter
  • Improving Markething Through Photos
  • Missed a PG Calc Webinar? Watch the Webinar Recording Instead

 

March 2016

  • Planned Giving In a Volatile Market
  • What Are Your Keystone Habits?
  • PGM 7.3 Release: PGM Incorporates 2016 Indexed Tax Table

February 2016

  • Your Best Donors Are Hiding in Plain Sight
  • Why Donor State and Governing Law State May Differ
  • Charitable IRA Rollover is Permanent - Do Your Donors Know?

January 2016

  • IRA Rollover Legislation Passed and Made Permanent
  • Gift Annuity Risk - Keeping On Your Toes
  • Webinar Schedule for 2016 Is Now Available

 


How Can We Help You?

For further information about any of our publication or information resources, just call!
Vice President, Client Services

Contact Tina Yelle:

888-474-2252 E-mail

Have a question?