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PG Calc's eRate monthly electronic newsletter contains the latest IRS discount rate and articles on planned giving topics of interest.

PG Calc eRate Newsletters

2021 eRate Newsletters

December 2021

  • Quick Tip: Impact of the Discount Rate Spread
  • From the PG Calc Blog: The Infrastructure Bill … Nothing to See Here
  • CGA Manual Updated for 2021
  • IRS Announces Indexed Tax Items for 2022

November 2021

  • Don’t Be Scared Off by CGA Regulations
  • Quick Tip: Optimizing an FGA Deduction in PGM Anywhere
  • From the Blog – Tax Implications of the Infrastructure Bills
  • GiftCalcs Update Includes Optimizer and Accessibility Enhancements

October 2021

  • Non-Deductible Gifts That Save Taxes Anyway
  • Quick Tip: Understanding Reports in GiftWrap and Bequest Manager
  • From the PG Calc Blog: A Gift Annuity Is Not a Mortgage
  • PG Calc Sponsors Chronicle of Philanthropy Webinar on 9/23


September 2021

  • It’s All Good, But Can You See the Future?
  • Quick Tip: Optimizing a Gift Annuity Rate in PGM Anywhere
  • From the PG Calc Blog: The Deferred Gift Annuity Surprise
  • New PGM Anywhere Release Adds Optimizer Features

August 2021

  • ACE Act Proposes Important Changes in DAF Rules
  • Quick Tip: Adding a New User to PGM Anywhere the Right Way
  • What's New in Marketing Services
  • Conflict Between NY and ACGA Rates Closer to Resolution

July 2021

  • A Look at the New CASE Global Reporting Standards
  • Quick Tip: The Most Common PIF Question Nowadays
  • From the PG Calc Blog: Proposed Taxation of Split-Interest Trusts
  • Also From the Blog: Which CRUT Shall It Be?


June 2021

  • This Could be the Year of the Charitable Lead Trust
  • Quick Tip: Modeling Gift Annuities in PGM Anywhere
  • From the PG Calc Blog: Tax Changes Could Boost Giving
  • NY Maximum Annuity Rate Messages in PGMA/PGM

May 2021

  • Overcoming Challenges of Endowment Fundraising
  • Quick Tip: PGM Anywhere’s Enhanced Exporting Capabilities
  • From the PG Calc Blog: Timing Is Everything This Tax Season
  • Please Hold on to PGM Desktop a Little Longer

April 2021

  • Using CRTs or CGAs to Stretch Payments
  • Quick Tip: New Security Options in PGM Anywhere
  • From the PG Calc Blog: $1.9 Trillion American Rescue Plan
  • New Mortality Table Coming Soon?


March 2021

  • 2020: It Was the Best and Worst of Times
  • Quick Tip: GiftWrap Analysis Module
  • From the PG Calc Blog: Why Are the K-1s Late Again This Year?
  • PGM Anywhere Adds More Security Options

February 2021

  • Change Is Coming
  • Quick Tip: While You Were Sleeping...
  • PGMA Release Offers Single Sign-On, Tax Law Changes, and More
  • PGM Desktop Update Coming With Indexed Tax Tables for 2021

January 2021

  • Tax Implications of the Next President
  • Quick Tip: "Year Projection Ends" in PGM Anywhere vs. Desktop
  • Blog Post: Preparing for Tax Season
  • Year-End Giving: What a Difference a Day Can Make


2020 eRate Newsletters

December 2020

  • COVID-Era Success Stories in Planned Giving
  • Quick Tip: Non-Standard IRS Discount Rates in PGM Anywhere
  • From the PG Calc Blog: CARES Act is Expiring in 2020
  • IRS Announces Indexed Tax Items for 2021

November 2020

  • National Standards for Gift Planning Success
  • Quick Tip: Clearing Your Browser’s Cache
  • CGP 2020 Conference
  • The Switch to AWS is Almost Complete

October 2020

  • Taking a Closer Look at QCDs
  • Quick Tip: GiftWrap's CashTrac - How and Why to Use it
  • BatchCalcs Makes Fall Mailings More Compelling
  • FREE Training to Transition from PGM to PGM Anywhere


September 2020

  • Projecting the Value of Your Bequest Pipeline
  • Quick Tip: Entering Terms in PGM Anywhere
  • Next PGM Anywhere Release Includes All Term Types and Other Enhancements
  • Sign up for Remaining Webinars

August 2020

  • Ten IRS Rules You Need to Know to Help Your Donors Make Great Gifts
  • Quick Tip: Producing Custom Narratives in PGM Anywhere
  • All Trainings Now ONLINE Through 2020
  • Time to Update to PGM 7.5D!

July 2020

  • Life Income Gift Administration – Protecting Donors from Fraud
  • Quick Tip: Batch Stop Payment Applied to Payment Snapshot in GiftWrap
  • New ACGA Rates 0.4% - 0.5% Lower than Current ACGA Rates


June 2020

  • Taking Advantage of the 100% Limit on Deductions for Gifts of Cash in 2020
  • Quick Tip: New GiftWrap Flexible DGA Assistant
  • ACGA Rates Will Go Down Effective July 1

May 2020

  • Thinking Beyond the Pandemic - Peaks, Valleys, and Life in Between
  • Quick Tip: Monitoring CGA Reserve Balances
  • Life Income Plans When the IRS Discount Rate is Lower Than Ever
  • PG Calc to Offer Online Software Training

April 2020

  • Planned Giving Marketing and the Novel Coronavirus
  • Quick Tip: How to Capture GiftCalcs User Information
  • Business Continuity Planning
  • GiftWrap Is GDPR Compliant


March 2020

  • Gifts of Appreciated Securities in Today's Economy
  • Quick Tip: Email Options in PGM Anywhere
  • PGM Anywhere Update Released on January 16
  • Reach Out with QCD Marketing

February 2020

  • Bequest Commitments - Don't Make It a "Hail Mary" Ask
  • Quick Tip: Reporting on Pending Bequest Distributions
  • New PGM Anywhere Release
  • Giving Gifts of Appreciated Securities
  • Security Notice

January 2020

  • Beware of "Quid Pro Quo"
  • Quick Tip: Preparing for Tax Season
  • Marketing Corner: The Most Important Marketing Trend for 2020
  • PGM and PGM Anywhere Updated with New ACGA Rates


2019 eRate Newsletters

December 2019

  • Identifying Gift Traps
  • Quick Tip: Last Minute Gifts? Delay First Payment Until Next Year with PGM Anywhere to Avoid Year-End Snafus
  • GiftWrap Update Coming Soon!
  • CGA Manual - Access the Latest in Gift Annuity Expertise!

November 2019

  • Life Income Gifts from IRAs and Other Qualified Retirement Plans
  • Quick Tip: GiftWrap Gift Profiles and Recording Death
  • Have You Switched to PGM Anywhere Yet?
  • The Implications of Much Lower IRS Discount Rates

October 2019

  • Year-End Marketing Ideas
  • Quick Tip: PGM Anywhere Performs All the Gift Annuity Termination Calculations You May Need
  • PGM Anywhere and GiftWrap Updates Released
  • PG Calc Is Hiring!


September 2019

  • Donor Decisions Affected by Itemizing
  • Quick Tip: How to Save Your PGM Anywhere Work Wherever You Want
  • BatchCalcs Will Make Your Gift Annuity Mailing More Compelling

August 2019

  • Tax Aspects of Gift Annuities
  • Quick Tip: What's This? Saving Calculations and Proposals in PGM
  • Marketing Corner: Measuring Planned Giving Progress
  • Help Gift Planners Everywhere: Complete the CGA Program Best Practices Survey

July 2019

  • Is Direct Mail Marketing Dead?
  • Quick Tip: Recording Deaths from Prior Years in GiftWrap
  • Marketing Corner: A Different Way to Think About Gift Planning Marketing Metrics


June 2019

  • Qualified Charitable Distributions as Part of a Blended Gift Proposal
  • Quick Tip: Customize Your Default Email Text in PGM Anywhere
  • New PGM Anywhere Release Offers Designer Proposals Module and Much More

May 2019

  • Now That the Dust Has Settled (Investments and Life Income Gifts After 2018)
  • Quick Tip: Calculating the Charitable Deduction for an Addition to a CRUT
  • Take Action on Gift Annuity State Registration

April 2019

  • Fixed Payment Life Income Options: The Gift Annuity vs. the Charitable Remainder Annuity Trust
  • Quick Tip: Verify Your GiftWrap Data
  • Marketing Corner: Happy Semi-Birthday


March 2019

  • IRA Gifts - Dos, Don'ts, and Don't Cross a Red Line
  • Quick Tip: Customize Your Startup Defaults in PGM Anywhere
  • Are Your Passwords as Secure as They Should Be?

February 2019

  • Gift Planning in a Volatile Economy
  • Quick Tip: It's Not Over Yet! Reporting Form 1099-R Information to the IRS
  • CGA Annual Reporting: State Forms, Reserve Calcs, and FASB. . .Oh My!

January 2019

  • Can You Fund a Gift Annuity with a Sandwich?
  • Quick Tip: How to Handle That Year-End Gift
  • PG Calc Acquires Hemmenway & Reinhardt


2018 eRate Newsletters

December 2018

  • Gift Date - When It Is and Why It Matters
  • Quick Tip: To Give or Not To Give? Compare and Find Out
  • Marketing Corner: Giving Tuesday With a Twist

November 2018

  • The High Stakes of Gift Acceptance
  • Quick Tip: The IRS Discount Rate Election Statement – Some Donors Need It!
  • Marketing Corner: Master What Is Simple

October 2018

  • How to Evaluate the Health of Your Gift Annuity Program
  • Quick Tip: Did You Know You Can Add Custom Documents to PGM and PGM Anywhere?
  • Marketing Corner: Will Your Year-End Giving Communication Be Different This Year?


September 2018

  • Limitations on Income Tax Charitable Deductions
  • Quick Tip: Comparing Gifts Funded with Cash or Stock in PGM Anywhere
  • Marketing Corner: What Is the Age Range of Your Planned Giving Audience?

August 2018

  • Are You "Just Winging It" with Your Planned Giving Program?
  • Quick Tip: Calculating the Present Value of an Irrevocable Charitable Remainder Trust for Remainder Valuation Purposes
  • Marketing Corner: Please Don't Donate Cash

July 2018

  • Collecting IRA Beneficiary Gifts – A Death Defying Experience
  • Quick Tip: Planned Giving Manager Updated for New ACGA Rates
  • Marketing Corner: Social Media Then and Now


June 2018

  • Grantor Charitable Lead Trusts: Why They (Sometimes) Make Sense
  • PGM Anywhere Makes Gift Annuity Termination Calculations Easy
  • Marketing Corner: Marketing Strategies for the ACGA Rate Change

May 2018

  • Hey, What's Up?
  • Enjoying the Benefit of an Itemized Deduction Even if a Donor Doesn’t Itemize
  • His, Hers, or Theirs, You Need to Find Out!
  • Announcing the PG Calc Unicorn Contest!

April 2018

  • The Practical Aspects of Accepting Beneficiary Designation Gifts
  • Marketing Corner: When Does Something Become a Trend?
  • Testamentary Gifts of Retirement Plan Assets
  • IRS Confirms Estate Tax Exclusion Amount for 2018


March 2018

  • Is There Life In Life Income Gifts?
  • Marketing Corner: Sustainability
  • Tax Law Update of PGM Released
  • Get a Qualified Appraisal Before Filing the 1040 for 2017

February 2018

  • Tax Reform and Its Impact on Planned Giving
  • Marketing Corner: Don't Say That, Say This!
  • PG Calc Solutions: Annual CGA Reserve and FASB Reports

January 2018

  • Top Ten Most Frequently Asked Client Questions for 2017
  • Marketing Corner: Marketing Metrics
  • Quick Tip: Prepare Now for 12/31 CGA State Reporting


2017 eRate Newsletters

December 2017

  • Don't Forget to Customize Your PGM and PGM Anywhere Software
  • Reminder to Thank Donors
  • 2017 Update of Authoritative CGA Manual

November 2017

  • PDFs Make Your Presentations Look Great!
  • Don’t Lose Automatic IRS Discount Rate Updates to PGM!
  • PG Calc Zombie Contest Ending Soon!

October 2017

  • Revocation Language in CGA Agreements - To Include or Not To Include
  • Sharing Your PGM Anywhere Cases with Other PGM Anywhere Users
  • PG Calc Zombies Visit NCPP 2017


September 2017

  • Surrendering an Income Interest in a Life Income Gifts
  • Imitation Is the Greatest Form of Flattery
  • How to Record Final Distributions in GiftWrap

August 2017

  • Missing Persons and Uncashed Checks
  • Advisor Marketing? No, It's Advisor Stewardship.
  • Update Financial Information in Planned Giving Manager and PGM Anywhere for Fiscal Year End

July 2017

  • Funding CGAs with Mutual Funds (What Is the Problem?)
  • Annual Compliance Reporting: Let PG Calc Do the Heavy Lifting for You This Summer
  • Come to Group Training this Summer


June 2017

  • When a Donor Walks Away from a Gift (and the Charity Benefits!)
  • PG Calc Announces Where's Zombie Photo Contest
  • PG Calc Webinar Recordings Are a Great Way to Spend Spare Budget Dollars

May 2017

  • BatchCalcs Will Make Your Gift Annuity Mailing More Compelling
  • PG Calc Unveils New Website
  • GiftWrap 4.2.10 Has Been Released

April 2017

  • PGM Clients Get PGM Anywhere Too!
  • An Underutilized Cultivation and Marketing Tool
  • Spring Training Opportunities


March 2017

  • Taking The Temperature of Your Gift Annuity Program
  • Get A Qualified Appraisal Before Filing 1040 For 2016
  • Should You Be Concerned About USPS "Marketing Mail?"

February 2017

  • Asking For Money Back - Awkward!
  • PG Calc Solutions for Annual Compliance Reporting
  • Titles Speak Louder Than Copy

January 2017

  • Oh, Those Pesky Capital Gains!
  • Don't Tweak Those Gift Annuity Agreements
  • Six Email Myths You Should Know

2016 eRate Newsletters

December 2016

  • IRA Charitable Rollover Celebrates First Anniversary
  • ACGA Suggested Maximum Rates Remain Unchanged
  • The Year of Life Income Gifts

November 2016

  • Are You Ready for the End?
  • Did You Know PGM Anywhere Can Produce Custom Documents?
  • New PGM Anywhere and GiftWrap releases

October 2016

  • 15 Tips on Getting More Donors to Read Your Emails
  • Why Print Will Never Die
  • When Only a CRAT Will Do


September 2016

  • To Retain or Not to Retain?
  • Is This a Good Time for Gift Annuities?
  • Extremely Low IRS Discount Rate Creates Opportunities and Challenges

August 2016

  • Unitization v. Fund Accounting
  • Projecting Future Income from Bequest Expectancies
  • Transforming Life Income Gits into Current Gifts

July 2016

  • How High Is the Sky?
  • Creating a Marketing Brief
  • The Key Ingredient to Email Marketing Success


June 2016

  • Meeting the Challenge of Raising More Planned Gifts
  • Latest PGM Anywhere Release
  • Keeping Up With the Marketing Times

May 2016

  • The Lure of Real Estate
  • How Do You Measure Your Marketing Program's Success?
  • GiftWrap 4.2.8 Released

April 2016

  • Why Websites Still Matter
  • Improving Markething Through Photos
  • Missed a PG Calc Webinar? Watch the Webinar Recording Instead


March 2016

  • Planned Giving In a Volatile Market
  • What Are Your Keystone Habits?
  • PGM 7.3 Release: PGM Incorporates 2016 Indexed Tax Table

February 2016

  • Your Best Donors Are Hiding in Plain Sight
  • Why Donor State and Governing Law State May Differ
  • Charitable IRA Rollover is Permanent - Do Your Donors Know?

January 2016

  • IRA Rollover Legislation Passed and Made Permanent
  • Gift Annuity Risk - Keeping On Your Toes
  • Webinar Schedule for 2016 Is Now Available


How Can We Help You?

For further information about any of our publication or information resources, just call!
Tina Yelle
Vice President, Client Services

Contact Tina Yelle:

888-474-2252 E-mail

Have a question?