PG Calc eRate Newsletters
2021 eRate Newsletters
- 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
- 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
- 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
- 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
- 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
- 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?
- 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
- 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
- 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?
- 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
- 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
- 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
- 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
- National Standards for Gift Planning Success
- Quick Tip: Clearing Your Browser’s Cache
- CGP 2020 Conference
- The Switch to AWS is Almost Complete
- 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
- 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
- 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!
- 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
- 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
- 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
- Planned Giving Marketing and the Novel Coronavirus
- Quick Tip: How to Capture GiftCalcs User Information
- Business Continuity Planning
- GiftWrap Is GDPR Compliant
- 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
- 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
- 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
- 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!
- 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
- 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!
- 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
- 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
- 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
- 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
- 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
- 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
- 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?
- 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!
- 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
- 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
- The High Stakes of Gift Acceptance
- Quick Tip: The IRS Discount Rate Election Statement – Some Donors Need It!
- Marketing Corner: Master What Is Simple
- 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?
- 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?
- 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
- 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
- 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
- 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!
- 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
- 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
- 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
- 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
- Don't Forget to Customize Your PGM and PGM Anywhere Software
- Reminder to Thank Donors
- 2017 Update of Authoritative CGA Manual
- PDFs Make Your Presentations Look Great!
- Don’t Lose Automatic IRS Discount Rate Updates to PGM!
- PG Calc Zombie Contest Ending Soon!
- 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
- Surrendering an Income Interest in a Life Income Gifts
- Imitation Is the Greatest Form of Flattery
- How to Record Final Distributions in GiftWrap
- 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
- 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
- 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
- BatchCalcs Will Make Your Gift Annuity Mailing More Compelling
- PG Calc Unveils New Website
- GiftWrap 4.2.10 Has Been Released
- PGM Clients Get PGM Anywhere Too!
- An Underutilized Cultivation and Marketing Tool
- Spring Training Opportunities
- 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?"
- Asking For Money Back - Awkward!
- PG Calc Solutions for Annual Compliance Reporting
- Titles Speak Louder Than Copy
- Oh, Those Pesky Capital Gains!
- Don't Tweak Those Gift Annuity Agreements
- Six Email Myths You Should Know
2016 eRate Newsletters
- IRA Charitable Rollover Celebrates First Anniversary
- ACGA Suggested Maximum Rates Remain Unchanged
- The Year of Life Income Gifts
- Are You Ready for the End?
- Did You Know PGM Anywhere Can Produce Custom Documents?
- New PGM Anywhere and GiftWrap releases
- 15 Tips on Getting More Donors to Read Your Emails
- Why Print Will Never Die
- When Only a CRAT Will Do
- To Retain or Not to Retain?
- Is This a Good Time for Gift Annuities?
- Extremely Low IRS Discount Rate Creates Opportunities and Challenges
- Unitization v. Fund Accounting
- Projecting Future Income from Bequest Expectancies
- Transforming Life Income Gits into Current Gifts
- How High Is the Sky?
- Creating a Marketing Brief
- The Key Ingredient to Email Marketing Success
- Meeting the Challenge of Raising More Planned Gifts
- Latest PGM Anywhere Release
- Keeping Up With the Marketing Times
- The Lure of Real Estate
- How Do You Measure Your Marketing Program's Success?
- GiftWrap 4.2.8 Released
- Why Websites Still Matter
- Improving Markething Through Photos
- Missed a PG Calc Webinar? Watch the Webinar Recording Instead
- Planned Giving In a Volatile Market
- What Are Your Keystone Habits?
- PGM 7.3 Release: PGM Incorporates 2016 Indexed Tax Table
- 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?
- IRA Rollover Legislation Passed and Made Permanent
- Gift Annuity Risk - Keeping On Your Toes
- Webinar Schedule for 2016 Is Now Available
