What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.
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Free WebinarsPG Calc has offered free webinars in response to certain changes in tax law. For those who did not have the opportunity to attend, you can view a free recording. These recordings are made available by PG Calc as a service to the planned giving community. What You Need to Know About the New Legacy IRA Act (delivered 1/12/2023) Implications of the New IRS Mortality Table and New ACGA Rates (delivered 6/22/2022) The SECURE Act and Gift Planning (delivered 2/11/2020) The Pandemic, the CARES Act, and Gift Planning (delivered 4/7/2020) |
Upcoming Webinars
To learn more about a webinar, click the webinar title in the list below. To register for the webinar, or purchase a recording of it, click the “Register Now” button below any webinar description and complete the form.
To register for the whole 2024 monthly series (and save 25%), click the “Register Now” button below any 2024 webinar that is not a Q&A webinar, then select "2024 Series" on the form.
November 2024
December 2024
Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.