Planned Giving Insights (51)

An early thumbs up for PGM Anywhere planned giving software!

Published by Bill Laskin on April 24, 2014

PGM Anywhere is the tablet-optimized, browser-based version of our Planned Giving Manager (PGM) planned giving software. It's out in limited beta release right now, and we are starting to get some early feedback. What are users saying? Stephen R. WattDirector of Gift PlanningUniversity of North Carolina

planned gift software, planned giving manager, mobile calculations, donor presentations

1 minute read

Wisconsin Changes Gift Annuity Regulation,
Highlights Planned Giving Compliance Issues

Published by Edie Matulka on April 22, 2014

Legislation making significant changes to Wisconsin’s gift annuity regulation was recently adopted when Wisconsin Act 271, Senate Bill 152 became effective April 18th, 2014. With its enactment, it is no longer necessary for charities to register with, or submit annual reports to, the Wisconsin Office of the Commissioner of Insurance. However, organizations must still comply with certain requirements. The changes in Wisconsin serve as a reminder of the importance of planned giving compliance for fundraisers.(4/22/2014: A small update to Planned Giving Manager and Gift Annuity Manager will be released soon to accommodate clients that issue annuities (or are considering it) in Wisconsin. Email support@pgcalc.com to learn more.) REMINDER: If you are a current PGM client and have not received a link to the update reflecting changes to WI law, please contact Client Services (888-474-2252).

state registration, charitable gift annuities, state registration assistance, planned giving compliance

2 minute read

The Whole is Still Greater than the Sum of its Parts

Published by Ann McPherson on April 21, 2014

Okay, I’ll admit it. A big part of my love for marketing is a love of design. The connection between the two holds a lesson for planned giving marketing. Look at the two examples at left and below.

planned giving marketing, marketing corner

1 minute read

Your Donor's Vote Counts (on Discount Rate Election)

Published by Jeffrey Frye on April 21, 2014

You probably know already that the IRS allows donors to base their charitable income tax deduction for a life income gift arrangement on either the IRS discount rate for the month of the gift, or the discount rate for one of the 2 previous months. For charitable gift annuities and charitable remainder trusts, the highest discount rate results in the highest charitable income tax deduction.

1 minute read