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!

Charitable Gift Annuities: Annual State Filing Deadlines

Many GiftWrap clients have gift annuity agreements with donors in states that require annual report filing and many of those clients follow a January-December annual financial calendar. Now is a good time for those clients, as well as others, to review their agreements to ensure they are prepared to meet the annual filing requirements.