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!

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. 

Should You Be Concerned About USPS "Marketing Mail?"

Should You Be Concerned About USPS

Recently the United States Post Office made a decision to change the classification that was referred to as “standard mail” to "marketing mail." This is a topic of some concern among nonprofits because anything that was referred to as direct-mail that was marked with the word "standard" will now read "marketing." The current thinking is that more recipients will throw out the mail because of the change in labeling. 

Titles Speak Louder Than Copy

Titles Speak Louder Than Copy

Every week presents another opportunity to hone my marketing skills doing something I find extremely difficult - writing. Whether for gift officers or donors, there is always an article or marketing communication beckoning to be created or revised. It's not easy for many reasons: finding the inspiration, determining the message and tone, reinventing new ways to say the same thing, but that is to be expected. Isn't that a marketer’s job?

Rising IRS Discount Rate Creates Gift Planning Opportunities

Rising IRS Discount Rate Creates Gift Planning Opportunities

After six years of drifting around in record-low territory, the Applicable Federal Rate, otherwise known as the IRS discount rate, has leaped upward 0.6% this month to 2.4%. That’s the highest the rate has been since mid-2014.  The leap was a direct consequence of the Federal Reserve raising its target for the Fed Funds rate in mid-December. What’s more, the Fed has indicated it expects to raise the Fed Funds rate in increments three more times during 2017. That would portend further increases in the IRS discount rate over the next 12 months.

Six Email Myths You Should Know

Six Email Myths You Should Know

There are over 4.35 billion email accounts and it is predicted to reach 5.59 billion by 2019, a growth of more than 26%. Here are some other fun statistics on email: Over 122 billion (122,500,453,020) emails are sent every hour. The average number of emails an office worker receives each day is 121. The open rate for email in North America is 30.6%. The percentage of email that is spam is 49.7%. Email marketing is thriving throughout the non-profit and for-profit worlds. This includes the growing number of multi-generational mobile users who check email on their phones daily. Statistics like these have convinced many planned giving marketers that email is essential for donor lead generation.

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