Pitfalls to Avoid When You’re New to Your Planned Giving Office

If you’re new to your role in planned giving, either because you’re covering for someone on leave, you’ve had planned giving added to your major gift responsibilities, or you’re new to the field - welcome aboard! PG Calc is invested in your success, and we’ve gathered a list of planned giving pitfalls that could get you in hot water with donors, auditors, or the IRS that we hope to help you avoid.

Dos and Don’ts with 1099-Rs

It’s tax season, and there are some dos and don’ts you should be aware of as you prepare your donors’ 1099-Rs. DO mail a 1099-R to your gift annuitants so it is received by them on or before Monday, February 2, 2015 (January 31 is usually the deadline but we get a few more days because it’s a Saturday this year).