Planned Giving Insights and Information

Hidden CGAs: A Cautionary Tale

Posted by Edie Matulka

November 20, 2015

There are two scenarios for how the funds from a gift annuity issued by one organization might ultimately be directed to another organization.

In one situation, Charity A either doesn’t issue gift annuities at all or doesn’t issue them in a particular state, but knowingly directs a donor interested in a gift annuity to another charitable organization (Charity B) that will issue a gift annuity to the donor. In this situation, Charity A has the opportunity to proactively look into Charity B, the issuing organization, and to understand how the gift will be managed and distributed.

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Topics: state registration, gift annuities

Marketing Day at the Planned Giving Group of New England

Posted by Ann McPherson

November 17, 2015

People often have ominous feelings about Friday the 13th, but last Friday I attended our local planned giving council meeting where November is marketing month. Nothing unlucky was happening here.

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Topics: marketing corner

PG Calc Celebrates Halloween

Posted by Melissa Roberts

November 3, 2015

PG Calc has a long tradition of celebrating Halloween. Every year there are tricks, treats, and of course, costumes!

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Visiting a Donor? Don’t Forget YourTablet!

Posted by Bill Laskin

October 19, 2015

As you may be aware, PG Calc has developed a web-based app for illustrating planned gifts called PGM Anywhere. One of the driving forces behind the development of PGM Anywhere has been the desire of many of our clients to run planned gift illustrations on their tablet, such as an iPad or Samsung Galaxy.

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Topics: ipad, planned gift software

Charitable Gift Annuity Marketing Survey Findings - Resources, Policies and Patterns

Posted by Ann McPherson

October 16, 2015

After surveying over 340 organizations on how they market gift annuities, one of the most exciting things we learned was that most organizations saw an  increase in gift annuity donors in the past two years. Whether credit goes to the upturn of the economy, to donors feeling more financially secure (these two facts are related, of course), or some other factor or factors, gift annuity programs are growing again after witnessing a major slump from 2008 to 2011. In this blog post, we dive further into the results from the survey and investigate some of the factors that may have contributed to the increase in the number of new donors.

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Topics: marketing planned gifts, gift annuities, marketing corner

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Gary Pforzheimer    Jeff Lydenberg    Melissa_Roberts-208973-edited 
Alison O'Carroll    Dyke Tilt    Bill Laskin 
Ann McPherson    Andrew Palmer    Edie Matulka   
Winston Jones    Jen Wickham    Tina Yelle