PG Calc Blog

The latest on planned giving from PG Calc.
Read our posts for comments on the latest topics and issues in planned giving. We hope you find our posts timely and interesting, and we hope you'll share your perspective with us!
Gary Pforzheimer
Author: Gary Pforzheimer

Preparing and Sending 1099R Tax Forms for Donors

Preparing and Sending 1099R Tax Forms for Donors

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. 

ACGA 2016 Recap

ACGA 2016 Recap

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.

PG Calc Hosts Delegation From South Korea to Discuss Planned Giving

PG Calc Hosts Delegation From South Korea to Discuss Planned Giving

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.

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

PG Calc's Gary Pforzheimer

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!  

Page 1 of 2: