Planned Giving Insights and information - PG Calc

PG Calc Hosts Delegation From South Korea to Discuss Planned Giving

Posted by Gary Pforzheimer

September 3, 2014

Team "Think Rich Look Poor" Logo

This past week, PG Calc’s Cambridge office received a visit from team "Think Rich Look Poor" (logo shown left). The group, comprised of four intelligent and articulate students from the prestigious Yonsei University in Seoul, was funded by the LG Global Challenger program, which tasks undergraduates with an international research project on a topic of their choosing and rewards the winners with a scholarship.

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Where's Your "Why?" - Simple Rule for Planned Giving Marketing

Posted by Ann McPherson

June 20, 2014

Marketing_Why_WGBHKaren Osborne conducted a webinar for PG Calc on Strategic Storytelling and its role in planned giving marketing in April. Some of you may have attended it, but for those who didn’t here’s something to consider. Citing inspiration from a Simon Sinek TED talk, she stated, “your ‘why’ story has to come before what you do and how you do it. What societal problems are you solving? What impact have past investments made? What do you envision going forward?”

It’s easier to tell the “why” story in person, but smart planned giving marketing messages should tell the “why” story as well. Your planned giving communications should include the following:

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Topics: planned giving marketing, cultivating planned gift prospects, marketing corner

5 Marketing Lessons Gift Planners Can Learn...from Infomercials

Posted by Ann McPherson

May 21, 2014

infomercials and gift planning
We know that nonprofits can learn from for-profits,
especially when it comes to marketing.
But infomercials? Really?

Click to see how
PG Calc can help
warm up your marketing
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Topics: planned giving marketing, marketing corner

An early thumbs up for PGM Anywhere planned giving software!

Posted by Bill Laskin

April 24, 2014

PGM_Anywhere_Web_Border_ShadowPGM Anywhere is the tablet-optimized, browser-based version of our Planned Giving Manager (PGM) planned giving software. It's out in limited beta release right now, and we are starting to get some early feedback. What are users saying?


Stephen R. Watt
Director of Gift Planning
University of North Carolina

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Topics: planned gift software, planned giving manager, mobile calculations, donor presentations

Wisconsin Changes Gift Annuity Regulation,
Highlights Planned Giving Compliance Issues

Posted by Edie Matulka

April 22, 2014

Edie_Matulka_PG_Calc_ConsultingLegislation making significant changes to Wisconsin’s gift annuity regulation was recently adopted when Wisconsin Act 271, Senate Bill 152 became effective April 18th, 2014. With its enactment, it is no longer necessary for charities to register with, or submit annual reports to, the Wisconsin Office of the Commissioner of Insurance. However, organizations must still comply with certain requirements. The changes in Wisconsin serve as a reminder of the importance of planned giving compliance for fundraisers.(4/22/2014: A small update to Planned Giving Manager and Gift Annuity Manager will be released soon to accommodate clients that issue annuities (or are considering it) in Wisconsin. Email to learn more.)

REMINDER: If you are a current PGM client and have not received a link to the update reflecting changes to WI law, please contact Client Services (888-474-2252).

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Topics: state registration, charitable gift annuities, state registration assistance, planned giving compliance

The Whole is Still Greater than the Sum of its Parts

Posted by Ann McPherson

April 21, 2014

sell the big pictureOkay, I’ll admit it. A big part of my love for marketing is a love of design. The connection between the two holds a lesson for planned giving marketing. Look at the two examples at left and below.

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Topics: planned giving marketing, marketing corner

Your Donor's Vote Counts (on Discount Rate Election)

Posted by Jeffrey Frye

April 21, 2014

jeff_fryeYou probably know already that the IRS allows donors to base their charitable income tax deduction for a life income gift arrangement on either the IRS discount rate for the month of the gift, or the discount rate for one of the 2 previous months. For charitable gift annuities and charitable remainder trusts, the highest discount rate results in the highest charitable income tax deduction.

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Why myRA Won't Be the Next Big Thing in Gifts of Retirement Plan Assets

Posted by Bill Zook

March 28, 2014

Bill_Zook_emailIn his State of the Union address in January, President Obama announced his intention to make a new type of Individual Retirement Account (IRA), called a “myRA,” available to certain taxpayers.What does this mean to you in working with planned gift prospects and their advisors?

MyRAs would have of the following basic characteristics:myRA-300x225

  • MyRAs would be created by the Treasury Department, pursuant to a presidential memorandum dated the day of the address but not actually signed until two days later, whereas existing IRAs are established under the Internal Revenue Code.
  • At least initially, myRAs would be available only to those who work for entities that agree to offer the accounts to their employees. Employers will have some incentive to do this because they would not have to make myRA contributions,
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Topics: planned giving, Retirement Accounts, IRA, gift planning, myRA

Stewardship is a State of Mind

Posted by Ann McPherson

March 21, 2014

ann_mcpherson_pg_calc_marketing_blog_pcIn talking with a client about launching a legacy society, I remarked that having an annual event is wonderful, but stewardship is more than that. I was trying to describe how one "instills" stewardship. In my experience it seems that stewardship is a natural extension of the development officer's personality.

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Topics: planned giving marketing, bequest stewardship, marketing corner

What's the Big Deal about the Donor's Cost Basis?

Posted by Jeffrey Frye

March 20, 2014

Jeffrey_FryeThe question of why charities need the donor’s cost basis for long-term appreciated stocks funding charitable gift annuities (CGAs) comes up frequently in our client support calls. If the donor doesn’t provide the information up front, do they really need to pursue it? What if the donor says he doesn’t have the cost basis information? Can the charity simply assume zero for the cost basis and call it a day? What difference does it make anyway?

Why it matters

PG Calc’s Planned Giving Manager prompts the user to supply the dollar amount the donor paid for the stock when it was originally acquired – or, in the case of inherited stocks, the official value of the stock on the date of death of the previous owner (AKA the “stepped-up” cost basis).* This information is relevant and necessary because charitable gift annuities are split-interest gift arrangements. In each CGA, there is a benefit for the charity (the remainder or residuum), and a benefit for the annuitant (the value of the stream of annuity payments over time).

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Topics: gift annuities, cost basis, tax incentives on charitable giving

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