Webinars

Listing of Upcoming Webinars


PG Calc webinars bring all the skills and experience of the industry’s top practitioners to your office! PG Calc consultants and carefully selected guest presenters deliver the most up to date knowledge and insights on important gift planning topics. Here are just a few of the reasons why thousands of gift planners and their colleagues attend our webinars each year:

  • Participate from wherever you wish. All you need is an internet connection!
  • Paid webinars offer forty-five minutes of formal presentation plus fifteen minutes for questions, a golden opportunity to expand your knowledge and get your questions answered by an expert.
  • Q&A webinars, which are FREE, offer sixty minutes focused on answering questions on the webinar theme from you and other audience members.
  • A pdf of the presenter’s slides help you retain what you’ve learned.
  • A replay of the webinar good for 60 days that you can review yourself and share with colleagues. The replay typically is available within two business days after the live session.
  • CFRE continuing education credit (except Q&A webinars). Learn more.
  • Each session costs just $45 per site, except for Q&A webinars and special update webinars, which are FREE. You can invite as many people as you want to attend with you.
  • Register for the entire monthly series for just $270 - a 25% discount.
  • Frequently Asked Questions
     

 Download 2023 Schedule

Free Webinars

PG 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 1/12/23)

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 2023 monthly series (and save 25%), click the “Register Now” button below any 2023 webinar that is not a Q&A webinar, then select "2023 Series" on the form.

 

January 2023

Thu 01/12

Perhaps you've heard? As of January 1, donors can now use a qualified charitable distribution (QCD) from their IRA to fund a gift annuity or charitable remainder trust! But before you start discussing these new gift options with your donors, or adding them to your marketing plan, there are a lot of details to master first. In this FREE webinar, Kara Morin, PG Calc Director of Client Services, will talk through the requirements and limitations that apply to the new QCD options. She will also share our answers to the many practical questions our clients are asking us and review other changes in the new law that likely will affect the size and timing of some QCD gifts. Kara's formal presentation will last about 30 minutes. The rest of the hour, she and other PG Calc experts will answer questions from the audience.

You can access the recording and slides here.

Learn More

Perhaps you've heard? As of January 1, donors can now use a qualified charitable distribution (QCD) from their IRA to fund a gift annuity or charitable remainder trust! But before you start discussing these new gift options with your donors, or adding them to your marketing plan, there are a lot of details to master first. In this FREE webinar, Kara Morin, PG Calc Director of Client Services, will talk through the requirements and limitations that apply to the new QCD options. She will also share our answers to the many practical questions our clients are asking us and review other changes in the new law that likely will affect the size and timing of some QCD gifts. Kara's formal presentation will last about 30 minutes. The rest of the hour, she and other PG Calc experts will answer questions from the audience. 

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Thursday, January 12, 02:00 PM-03:00 PM ET
Thu 01/26

Did you know most people give a gift to their favorite charity through their estate that is larger than all their lifetime gifts to that charity combined? Unfortunately, many fundraisers fear a bequest conversation means talking about death, dying, and cutting the kids out of an inheritance. Who wants to do that? In this webinar, Anne Melvin, Senior Learning Consultant to Harvard University’s central fundraising operation and Principal of Dynamic Fundraising Training, will help you reframe your understanding of the bequest ask, learn ways to talk about bequests, and arm you with the kind of knowledge that will help you make the bequest discussion a positive, life-affirming experience.

Learn More

Did you know most people give a gift to their favorite charity through their estate that is larger than all their lifetime gifts to that charity combined? Unfortunately, many fundraisers fear a bequest conversation means talking about death, dying, and cutting the kids out of an inheritance. Who wants to do that? In this webinar, Anne Melvin, Senior Learning Consultant to Harvard University’s central fundraising operation and Principal of Dynamic Fundraising Training, will help you reframe your understanding of the bequest ask, learn ways to talk about bequests, and arm you with the kind of knowledge that will help you make the bequest discussion a positive, life-affirming experience.

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Thursday, January 26, 01:00 PM-02:00 PM ET

February 2023

Thu 02/23

The increase of the IRS Discount Rate over the last year is unprecedented. From 2009 through 2021, this rate stayed within a narrow range from very low to record-breaking low levels. Since then, it’s been tied to a rocket ship going straight up. Now what? In this webinar, we will explore how the dramatic increase in the IRS discount rate over the past year has affected the benefits of gift annuities, charitable remainder trusts, and the other split-interest gift plans. How might you want to modify how you describe the benefits of each plan? Which ones should you emphasize in your marketing and one-on-one discussions with donors? Are there gift plans that have been given new life? We will address these questions and more during our hour together.

Learn More

The increase of the IRS Discount Rate over the last year is unprecedented. From 2009 through 2021, this rate stayed within a narrow range from very low to record-breaking low levels. Since then, it’s been tied to a rocket ship going straight up. Now what? In this webinar, we will explore how the dramatic increase in the IRS discount rate over the past year has affected the benefits of gift annuities, charitable remainder trusts, and the other split-interest gift plans. How might you want to modify how you describe the benefits of each plan? Which ones should you emphasize in your marketing and one-on-one discussions with donors? Are there gift plans that have been given new life? We will address these questions and more during our hour together.

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Thursday, February 23, 01:00 PM-02:00 PM ET

March 2023

Thu 03/30

Do you need advice on how to handle a tricky bequest situation? Are you new to the field and want guidance on what basic information you should receive as a bequest beneficiary? Do you wonder when to hire outside counsel and how to find an attorney to help with an uncooperative executor? Get all your bequest administration questions answered for free by Beth Ridout, Director of Estate Administration for The Nature Conservancy, where she and her team handle roughly 1,600 estate and trust administration files every year. She will be joined by two of her colleagues: Kay Pitches, Deputy Estate Administrator, who specializes in gifts of real estate, and Nancy Stroud, Estate Administrator, who handles all estate files that require hiring outside counsel.

Learn More

Do you need advice on how to handle a tricky bequest situation? Are you new to the field and want guidance on what basic information you should receive as a bequest beneficiary? Do you wonder when to hire outside counsel and how to find an attorney to help with an uncooperative executor? Get all your bequest administration questions answered for free by Beth Ridout, Director of Estate Administration for The Nature Conservancy, where she and her team handle roughly 1,600 estate and trust administration files every year. She will be joined by two of her colleagues: Kay Pitches, Deputy Estate Administrator, who specializes in gifts of real estate, and Nancy Stroud, Estate Administrator, who handles all estate files that require hiring outside counsel.

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Thursday, March 30, 01:00 PM-02:00 PM ET

April 2023

Thu 04/27

Your donor is considering whether to establish a charitable remainder trust. What are the questions that need to be addressed early in the decision-making process? What calculations and projections should you provide? And what are the next steps when they say YES? Kara Morin and Jeffrey Frye will draw on their 50+ years of combined experience in planned giving to walk you through the key steps that must be completed by the charity, the trustee, and the donor, to bring the gift to fruition. This fast-moving webinar will outline best practices for fundraisers and administrators, and will walk attendees through the entire process, including steps on flip trusts funded with real estate. We’ll go from soup to nuts – starting with the initial conversation and going all the way to the trust’s first tax filing.

Learn More

Your donor is considering whether to establish a charitable remainder trust. What are the questions that need to be addressed early in the decision-making process? What calculations and projections should you provide? And what are the next steps when they say YES? Kara Morin and Jeffrey Frye will draw on their 50+ years of combined experience in planned giving to walk you through the key steps that must be completed by the charity, the trustee, and the donor, to bring the gift to fruition. This fast-moving webinar will outline best practices for fundraisers and administrators, and will walk attendees through the entire process, including steps on flip trusts funded with real estate. We’ll go from soup to nuts – starting with the initial conversation and going all the way to the trust’s first tax filing.

 

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Thursday, April 27, 01:00 PM-02:00 PM ET

May 2023

Thu 05/25

Many gift officers think immediately of a charitable gift annuity when a prospect starts talking about gifts that pay income. Some major and annual gift officers may think gift annuities are the only planned gifts that pay income! This is not true, of course, and while there are some situations where a gift annuity or a charitable remainder trust would both be appropriate, there are other situations where one or the other is clearly preferable. Factors to consider when deciding between a CGA and CRT include cost, assets to be used to fund the gift, desired number of income beneficiaries and duration of the arrangement, donor preferences and familiarity, and the risk tolerance of the charitable beneficiary. This webinar will help you quickly analyze a donor’s situation and feel confident you are suggesting the life income gift that will be best for your charity and for the donor.

Learn More

Many gift officers think immediately of a charitable gift annuity when a prospect starts talking about gifts that pay income.  Some major and annual gift officers may think gift annuities are the only planned gifts that pay income! This is not true, of course, and while there are some situations where a gift annuity or a charitable remainder trust would both be appropriate, there are other situations where one or the other is clearly preferable. Factors to consider when deciding between a CGA and CRT include cost, assets to be used to fund the gift, desired number of income beneficiaries and duration of the arrangement, donor preferences and familiarity, and the risk tolerance of the charitable beneficiary.  This webinar will help you quickly analyze a donor’s situation and feel confident you are suggesting the life income gift that will be best for your charity and for the donor.

 

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Thursday, May 25, 01:00 PM-02:00 PM ET

June 2023

Thu 06/29

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. As an attendee commented the last time we gave this session, think of this as your CGA therapy hour!

Learn More

Just starting to consider registering in states to issue gift annuities, or perhaps revisiting it as a recurring topic? Puzzling over a particular CGA annual filing requirement? Trying to make sense of the registration picture after moving to a new organization? Get all your charitable gift annuity state registration and annual filing questions answered for free by PG Calc experts Edie Matulka, Senior Consultant, and Julie Goldenberg Hay, Consultant, during this hour-long webinar. As an attendee commented the last time we gave this session, think of this as your CGA therapy hour!

 

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Thursday, June 29, 01:00 PM-02:00 PM ET

July 2023

Thu 07/27

Managers often look to metrics for solutions to fundraising growth. But research shows metrics are just as likely to hurt fundraising results as they are to help. So, what’s the problem? And what’s the solution? Tackling this problem starts by understanding the real-world decision-making processes for major gifts – especially the largest ones. This journey to the major gift from assets is very different from small gift decision-making. It should not be surprising that metrics that work in one place can be disastrous in another. In this session, Professor Russell James will take you on a deep dive into what actually works, and what doesn’t, in the world of metrics.

Learn More

Managers often look to metrics for solutions to fundraising growth. But research shows metrics are just as likely to hurt fundraising results as they are to help. So, what’s the problem? And what’s the solution? Tackling this problem starts by understanding the real-world decision-making processes for major gifts – especially the largest ones. This journey to the major gift from assets is very different from small gift decision-making. It should not be surprising that metrics that work in one place can be disastrous in another. In this session, Professor Russell James will take you on a deep dive into what actually works, and what doesn’t, in the world of metrics. 

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Thursday, July 27, 01:00 PM-02:00 PM ET

August 2023

Thu 08/31

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.

Learn More

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.

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Thursday, August 31, 01:00 PM-02:00 PM ET

September 2023

Thu 09/28

What should I be doing to make sure I have best practices in place for raising money from endowments? Which kind of accounting and reporting should I be doing for my endowment donors? How can I partner with my business office to build stronger relationships with my donors? What are some common mistakes I should avoid when administering or stewarding endowment gifts? Get all your endowment gift questions answered for free by PG Calc President, Gary Pforzheimer, during this hour-long webinar. Gary will start with a ten-minute discussion of endowment fundraising and sub-accounting, then open it up for questions for the rest of the hour.

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What should I be doing to make sure I have best practices in place for raising money from endowments?  Which kind of accounting and reporting should I be doing for my endowment donors? How can I partner with my business office to build stronger relationships with my donors? What are some common mistakes I should avoid when administering or stewarding endowment gifts? Get all your endowment gift questions answered for free by PG Calc President, Gary Pforzheimer, during this hour-long webinar. Gary will start with a ten-minute discussion of endowment fundraising and sub-accounting, then open it up for questions for the rest of the hour.

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Thursday, September 28, 01:00 PM-02:00 PM ET

October 2023

Thu 10/26

Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue.

Learn More

Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue. 

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Thursday, October 26, 01:00 PM-02:00 PM ET

November 2023

Thu 11/16

Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.

Learn More

Storytelling is important for business, for marketing, and for life in general. A good story, used correctly in planned giving marketing, can be powerful, with the potential for a lasting impact on your program. In this presentation, we will discuss why we love donor stories so much, what gives them their unique power, and how you can improve the use of donor stories in your marketing. You’ll hear tips on writing them, as well as how to encourage your audience to see themselves in the stories.

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Thursday, November 16, 01:00 PM-02:00 PM ET

December 2023

Thu 12/14

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

Learn More

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

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Thursday, December 14, 01:00 PM-02:00 PM ET