Planned Giving Insights and Information

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Gary Pforzheimer

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Preparing and Sending 1099R Tax Forms for Donors

Posted by Gary Pforzheimer on March 9, 2017

When it comes to administering planned gifts, many charities seek outside help.  Why?  Because a well administered planned giving program means happy donors.  The Gift Administration team here at PG Calc provides our customers with the highest quality service and the peace of mind that comes with knowing their donors' needs will be met.  Most recently, the PG Calc Gift Administration team prepared 12,000 1099-R tax forms for donors across the country on behalf of our clients. Here’s Mike Morico, the bulk mail technician at the Post Office here in Cambridge, with some of last year’s batch. Mike has been helping us get our 1099-Rs mailed out for years, and he also helps us with the IRS discount rate postcards that we mail to our Planned Giving Manager software clients every month. A reliable partner! Yes, it’s too late to have us prepare your 1099-Rs this year, but call us if you want us to make Mike’s cart even heavier next year and get peace of mind they will be in good hands!

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Topics: gift administration

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

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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