Planned Giving Insights and Information

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Gary Pforzheimer

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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

PG Calc's 30th Anniversary Celebration in Photos

Posted by Gary Pforzheimer on 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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PG Calc Hosts Delegation From South Korea to Discuss Planned Giving

Posted by Gary Pforzheimer on September 3, 2014

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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PG Calc's Gary Pforzheimer "Ignites" Crowd at NCPP

Posted by Gary Pforzheimer on November 15, 2013

Lights! Camera! Action!

I got to have more fun than usual at this year's National Conference for Philanthropic Planning (NCPP). The organizers offered something a little different for attendees on Thursday morning. It was a session that provided content, but in a style that broke from the standard speeches, breakout sessions and networking. I was one of the brave volunteers who presented? performed? in what is called the "Ignite" format (similar to Ted talks).

Each talk was five minutes long, accompanied by exactly 20 slides displayed for exactly 15 seconds each. The format is designed to generate enthusiasm in presenter and audience alike, and the session drew a banner crowd. I chose to cover the entire 30-odd year history of modern planned giving in five minutes. No biggie, right? I'm happy to report I made it through without getting too far ahead of or behind on my slide count. The other presentations were great, too. I look forward to seeing the Ignite session next year!


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Topics: history of planned giving, planned giving technology, storytelling

How to Make the Most of Your Planned Giving Consultant

Posted by Gary Pforzheimer on March 25, 2013

There are a number of reasons you might decide to engage a planned giving consultant. On the surface, there may be no other reason than to “increase gifts.” In other words, a program such as marketing might be a top priority. This makes sense, but you’ll also find it helpful to ensure you have the support and infrastructure to build and manage a marketing program or any other aspect of your planned giving effort. Below are some commonly identified needs and some tips to manage your planned giving consultant in these circumstances: 

When you are looking for support to champion an idea internally, be honest with your consultant that obtaining that support from a specific audience is the measure of success.  For example, if your goal is increased resources such as budget or staff, your consultant should be focused on demonstrating return on investment (ROI), whether that be the productivity of gift officers, your marketing budget, travel costs, or the amount of potential gifts. Keep in mind this isn’t an entirely “outsourced” venture; work with your consultant and keep up to date on draft materials to ensure that the tone and nuances of the narrative will help you make your case.

When you are trying to create a workable blueprint , you’re seeking strategy, and it’s important to keep your consultants “out of the weeds.” Work with them so that they understand exactly what resources are available, point out any obstacles that you face to executing your strategy, and finally, partner with them to document clear action steps.  Some of these recommendations may be related to changes in policy and infrastructure, but most would be more procedural in nature and have checklists and assigned responsibilities and goals.

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Topics: return on investment, planned giving ROI, planned giving consultants

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