Planned Giving Insights and Information

2012 IAR: A New Kind of Mortality Table

Posted by Bill Laskin

June 23, 2015


Several states, including New York and Washington, have begun requiring the use of a new mortality table for determining the minimum reserves required for gift annuities issued on or after January 1, 2015. PG Calc recently added this new table, 2012 IAR, to Planned Giving Manager (PGM) and GiftWrap, so now is a good time to learn more about this new mortality table and how it differs from all the ones that have come before it.

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Topics: gift annuities

Marketing Your Gift Annuity Program

Posted by Ann McPherson

June 19, 2015


Without a doubt, one of the questions our consulting clients have asked us most often the past couple of years has been, “How can I improve the results of my gift annuity program?”

There has been much discussion in the planned giving community on this topic. Professor Russell James’s recent research has added greatly to the discourse by highlighting the importance of word choice and phrasing in planned giving marketing messages. It’s exciting to have his academic research available to help us shape how we spread the word about planned giving.

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Topics: marketing planned gifts, marketing corner

PG Calc's 30th Anniversary Celebration in Photos

Posted by Gary Pforzheimer

June 15, 2015


This March marked 30 years in business for PG Calc. After a historically snowy New England winter, we waited until the snow melted to hold a proper (outdoor) celebration.
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Improve Your Fundraising Results with One Word, "REFRAME"

Posted by Ann McPherson

April 15, 2015


There is one little word that can have a profound impact on your fundraising and it might not be the word you had in mind. "Reframe." The formal definition is, “a way of viewing and experiencing events, ideas, concepts and emotions to find more positive alternatives.”

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Topics: marketing corner

Reporting the Unrecovered Investment in Contract – an Act of Stewardship

Posted by Tina Yelle

March 5, 2015


A donor’s investment in contract in a gift annuity equals the present value of the annuity payments received by the donor over his or her lifetime. A donor’s unrecovered investment in contract equals the total amount of tax-free payments that he or she would have received had he or she lived to reach life expectancy, minus the total amount of tax-free payments the donor actually received while alive. Capital gain income is not considered when computing an annuitant's unrecovered investment in contract.

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Gary Pforzheimer    Jeff Lydenberg    Melissa_Roberts-208973-edited 
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Ann McPherson    Andrew Palmer    Edie Matulka   
Winston Jones    Jen Wickham    Tina Yelle