Planned Giving Insights and Information

Don't Let Your Program Audit Become a “Ramp to Nowhere”

When construction was undertaken, the “ramps to nowhere” in the below picture had a purpose, to connect with an anticipated highway that would run nearby. With the highway having long ago been scrapped, the ramps have stood as is for 50 years, at least finding use as diving platforms and a “canvas” for artwork.

Look Beyond What You See When Auditing Your Planned Giving Program

Optical illusions are fun; they invite us to look for two things in a single image. Sometimes we see both perspectives without prompting, other times the second image becomes clear only when it is pointed out to us, and still other times... well, sometimes we just can’t get beyond our initial perspective.

Watch Your Step

What does a review of your planned giving program have in common with taking photos at the Grand Canyon or kayaking on the Niagara River?

2012 IAR: A New Kind of Mortality Table

Several states, including New York and Washington, have begun requiring the use of a new mortality table for determining the minimum reserves required for gift annuities issued on or after January 1, 2015. PG Calc recently added this new table, 2012 IAR, to Planned Giving Manager (PGM) and GiftWrap, so now is a good time to learn more about this new mortality table and how it differs from all the ones that have come before it.