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!

August 2023

Tue 08/22

Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.

PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance at the conference.

Learn More

Join PG Calc at the Colorado Planned Giving Roundtable's (CPGR) Summer Symposium, on August 22nd & 23rd.

PG Calc's Director of Gift Administration, Julia Boerth, will be presenting It Takes Two to Tango: How to Secure More Planned Gifts With a Well-Choreographed Dance, a session breaking down how effective gift stewardship can enhance a planned giving program and deliver repeat planned gifts. Whether it is ensuring the treasury office knows where to deposit a CGA versus an outright gift, why a FASB liability calculation is needed and how that differs from a gift’s residuum, and when a discount rate selection disclosure is needed, the detailed steps are specific and important to a well-executed gift.  

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Tuesday, August 22, 08:00 AM-23, 04:00 PM ET
200 Inverness Drive West, Englewood, CO, 80112

September 2023

Thu 09/28

Join PG Calc at the Northern Ohio Charitable Gift Planners (NOCGP) Planned Giving Day, on Thursday, September 28th.

PG Calc's Vice President of Consulting, Jeff Lydenberg, will be attending and presenting at the conference.

Learn More

Join PG Calc at the Northern Ohio Charitable Gift Planners Planned Giving Day, on Thursday, September 28th.

PG Calc's Vice President of Consulting, Jeff Lydenberg, will be attending and presenting at the conference.

 

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Thursday, September 28, 08:00 AM-04:00 PM ET
26300 Harvard Road, Warrensville Heights, OH, 44122