Planned Giving Insights and Information

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How Do You Measure Your Marketing Program's Success?

Posted by Ann McPherson on April 19, 2016


There's nothing like receiving a very large and unexpected bequest to grab leadership's attention. Such was the case about seven years ago, when a small regional university finally decided to formalize its planned giving program. Up to that point, the marketing of its planned giving program was inconsistent and the attention it received from development was sporadic. The realized bequest was the catalyst to pay more attention to this planned giving thing.

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Topics: marketing corner

A Little Change Can Go a Long Way

Posted by Bill Laskin on April 15, 2016


I was using Planned Giving Manager recently to check values in a table of gift annuity deductions. To my surprise, my results differed markedly from the values in the table.  Although I noticed that there was a small difference between the IRS discount rate I used (2.2%) and the one used in the table (1.8%), the difference in deductions was so great that I was worried that I had stumbled upon a bug. Not so. It turned out that the small difference in IRS discount rates was the whole story.

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Topics: IRS

ACGA 2016 Recap

Posted by Gary Pforzheimer on April 15, 2016

PG Calc team left to right: Bill Laskin, Andrew Palmer, Genevieve Richardson, Larry Kerstein, Gary Pforzheimer, Mike Valoris, Edie Matulka, Ann McPherson, Jeff Lydenberg, Samantha Benson.

Last week ten intrepid members of the PG Calc team from Cambridge, Philadelphia, Seattle, and Cincinnati swooped into St. Louis to attend the 32nd ACGA Conference put on by the American Council on Gift Annuities.  There were over 500 people in attendance and while I’m pretty sure we didn’t meet everyone, we did catch up with hundreds of clients and prospective clients from all over the country.  In fact, I had a nice conversation with an attendee from Jerusalem and had dinner at an awesome Peruvian restaurant so I think it’s fair to say it was a truly international event.

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Topics: Conferences

How to Improve Your Marketing Through Photos

Posted by Ann McPherson on March 17, 2016

Once in a while an article comes along that is so relevant to our work that it’s a wonder why more organizations aren’t already doing what the article prescribes.

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Topics: marketing corner

Why Are the K-1s Late Again This Year?  Why Are They Late Every Year??

Posted by Jeffrey Frye on March 3, 2016

It happens every year – your gift annuity donors received their 1099-R forms at the end of January, and everyone was happy. But once the calendar turned to February, the calls started coming in from your charitable remainder trust donors; they are looking for their K-1 forms, which report the income they received from their trusts. If you have a pooled income fund, you’re getting calls from those donors too, because they are also entitled to a K-1 form. And once the calendar turns into March, the calls get uglier. Everyone expected to receive their tax forms around the end of January, because that’s when all tax forms are due, right?

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Topics: K-1

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Blog Authors

Gary Pforzheimer    Jeff Lydenberg  Dyke Tilt 
Bill Laskin    Ann McPherson    Andrew Palmer 
Edie Matulka    Winston Jones    Jen Wickham 
Tina Yelle   Jeffrey Frye   Mike Valoris