Speaking Engagements

PG Calc experts speak on a variety of planned giving topics.

PG Calc is recognized as an industry leader, with unrivaled depth of planned giving expertise. PG Calc staff members are frequently invited to speak at planned giving events nation wide. Also, if you need to deliver a presentation, PG Calc can help!

May 2024

Wed 05/01
PG Calc Consultant Julie Goldenberg Hay and Director of Gift Administration Julia Boerth will be presenting State Regulations: What You Need to Know at the 2024 ACGA conference.

This presentation will cover the difference between these varying levels of gift annuity state regulation and how these regulations may apply to your organization. Presenters will address the various players involved in gift annuity registration and ongoing compliance both inside and outside your organization. We hope our audience walks away with an understanding and framework for gift annuity compliance success.
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PG Calc Consultant Julie Goldenberg Hay and Director of Gift Administration Julia Boerth will be presenting State Regulations: What You Need to Know at the 2024 ACGA conference.

This presentation will cover the difference between these varying levels of gift annuity state regulation and how these regulations may apply to your organization. Presenters will address the various players involved in gift annuity registration and ongoing compliance both inside and outside your organization. We hope our audience walks away with an understanding and framework for gift annuity compliance success. 

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Wednesday, May 01, 10:45 AM-12:00 PM ET
Tue 05/07

Join PG Calc Senior Advisor Craig Wruck on May 7th as he leads the Planned Giving Fundamentals Course in advance of the Planned Giving Group of New England's All-Day Conference at the Bentley University conference center in Waltham, Massachusetts.

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Join PG Calc Senior Advisor Craig Wruck on May 7th as he leads the Planned Giving Fundamentals Course in advance of the Planned Giving Group of New England's All-Day Conference at the Bentley University conference center in Waltham, Massachusetts.

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Tuesday, May 07, 09:00 AM-04:30 PM ET
Bentley University Conference Center, 175 Forest Street, Waltham, MA, 02452

June 2024

Mon 06/10

Join PG Calc's Director of Marketing Services Andrew Palmer at the National Partnership for Healthcare and Hospice Innovation's Philanthropy forum on June 10 - 12 in Providence, Rhode Island.

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Join PG Calc's Director of Marketing Services Andrew Palmer at the National Partnership for Healthcare and Hospice Innovation's Philanthropy forum on June 10 - 12 in Providence, Rhode Island.

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Monday, June 10, 08:00 AM-12, 04:00 PM ET
Providence, RI

September 2024

Thu 09/26

Join PG Calc Vice President of Consulting Jeff Lydenberg at the Northern Ohio Charitable Gift Planners Planned Giving Day on September 26, 2004 for his presentation, Maximizing Impact: Unlocking the Power of QCDs.

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Join PG Calc's Vice President of Consulting Jeff Lydenberg at the Northern Ohio Charitable Gift Planners Planned Giving Day on September 26, 2004 for his presentation, Maximizing Impact: Unlocking the Power of QCDs.

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Thursday, September 26, 08:00 AM-04:00 PM ET
Cleveland Marriott East, 26300 Harvard Road, Warrensville Heights, OH, 44122