eRate Monthly Newsletter

PG Calc eRate Newsletters

2023

June 2023

Featured Article: “Please, Sir, I Want Some More” - The Plight of Orphan DAFs
Quick Tip: GiftCalcs Provides Guardrails When Illustrating a QCD for a CGA
From the Blog: Trust Matters: Life Income Gifts and Revocable Living Trusts & When Donors Should Consider a QCD for a CGA
GiftWrap Update Coming Very Soon
IRS Affirms PG Calc Deduction Calculation Method
Planned Giving by the Numbers Training – Don’t Miss It
Legal Tender Status of Bitcoin
Conferences – Where We've Been, and Where We're Going
Read Our Top Tips to Avoid Trouble with State CGA Regulations
The University of North Carolina System Benefits from PG Calc Custom Training

May 2023

Featured Article: Partial Interest Gifts – Navigating Rocky Shoals and Avoiding Whirlpools
GiftWrap Quick Tip: GW open in a new tab not a new window
From the Blog: Pitfalls to Avoid When You’re New To Your Planned Giving Office, and BDQ #2: QDCs and RMDs
BDQ Delay Creates Risk for a Commuted Payment Gift Annuity
NY Max Annuity Rates Decline in Q2 2023 But Still Mostly Higher Than ACGA Rates
NY Reviewers Clarify QCD Agreement Requirements
Free Recording - Our Latest Planned Giving Marketing Q&A
Next Stop: Boston, MA – PG Calc's Upcoming Training Sessions
See You at PGGNE
Natural Lands Relies on PG Calc's Expertise

April 2023

Featured Article: Is Your Charity “Effective?” - Effective Altruism and Your Donors
Quick Tip: Customizing Case Access in PGM Anywhere
From the Blog – Big Dumb Question #1: What Is a Charitable Gift Annuity, and Why Would a Donor Want One?
CGA or CRT?!?!? Argh!
Gift Acknowledgement – Just Do It
We Were There – Live and in Person
Our Gift Administration Team Has Been Busy
Also from the Blog: A Deduction for Non-Itemizers? Not so fast.
Fairfield University Is Delighted with PG Calc’s Marketing Expertise, Customization, and Turnaround Time

March 2023

Featured Article: That’s Alright – It Was Only Money (Putting 2022 in the Rearview Mirror)
Quick Tip: Modeling the IRA QCD CGA in PGM Anywhere
From the Blog: Gift Annuity Contracts Filed with State Regulators and the Legacy IRA Act
Also From the Blog: NY Maximum Immediate Annuity Rates Remain Higher Than ACGA Rates for Q1 2023
New QCD Options Added to PGM Anywhere Narratives
How to Handle a CGA Funded with Capital Loss Property
Did Your Year-End Go as Smoothly as It Could Have?
NYU Shares Praise for Jeffrey Frye from PG Calc's Client Services Team

February 2023

Featured Article: Thou Shalt Not Alter Thy Gift Annuity Agreements
GiftWrap Quick Tip: Printing 1099-R Tax Forms
From the Blog: Legacy IRA Act Becomes Law
Free Recording: What You Need to Know About the New Legacy IRA Act Webinar
PGM Anywhere and PGM Desktop Updated with New ACGA Rates, Effective January 1
Most New York Maximum Annuity Rates Remain Higher than ACGA Rates in Q1 2023
Register for Any or All of our 2023 Webinars
Live from New York: PG Calc Training
New College Foundation Appreciates the Responsiveness of PG Calc’s Marketing Services

January 2023

Featured Article: Rapid Ascent of IRS Discount Rate Creates Opportunities
PGM Anywhere Quick Tip: Avoid Last Minute Year-End Payments
GiftWrap Quick Tip: Year-End Update is Required in GiftWrap
From the Blog: Is the Legacy IRA Act the Next Big Thing?
New ACGA Rates Coming Soon to PG Calc Software
Marketing Tip: What Kinds of Content Do Donors Want?
Year-End Giving: Deciphering Gift Dates
Use Your “Phone-a-Friend” This Year End: Client Services is Here For You!
Registration for 2023 Webinars Opened on December 15
The Wilderness Society Finds PG Calc’s Support of GiftWrap “Indispensable”

2022

December 2022

Featured Article: The December 15th (Sort Of) Outright Real Estate Gift
PGM Anywhere Quick Tip: Customize Applies to All Users
From the Blog: Research on Donor Advised Funds Presented at 2022 CGP National Conference
Also from the Blog: New IRS 2010CM Mortality Table Throws a Curveball
Valuation Rate for New PIFs Will be 2.2% in 2023
IRS Announces Indexed Tax Items for 2023
CGA Manual Is Your Guide to an Exceptional Gift Annuity Program
Webinar Schedule and Pricing for 2023 is Set
Back in Person at the CGP National Conference in Reno
PG Calc’s Customer Service Goes “Above and Beyond”

November 2022

Featured Article: Is a Planned Giving Program Worth It? Some Food for Thought
Quick Tip: Saving and Reopening Cases in PGM Anywhere
From the Blog: Beware CGA Rate Shoppers
Monitoring CGA Reserve Balances
PG Calc Training in 2023 - You Spoke, We Listened
Hey, Look Ma – No Zoom! (PG Calc Training in Washington, DC)
PG Calc Webinars for 2023 Will Feature Format Changes and Reduced Cost
Most New York Maximum Annuity Rates Remain Higher than ACGA Rates in Q4 2022
CGA Manual Updated for 2022
Pop by Our CGP National Conference Booth in Reno
What Can We Do for Brown? Plenty

October 2022

Featured Article: New IRS Rules on Inherited IRAs Could Increase Attractiveness of Charitable Giving
Quick Tip: Termination of a Gift Annuity in PGM Anywhere
Washington, DC – Live and In-Person Training Sessions in November!
We Need Your Help to Improve Our Training Offerings
The Future of Planned Giving Marketing Is in Your Hands
See You in Reno at CGP Conference 2022
Include Personalized Gift Annuity Calculations for Each Donor This Fall
PG Calc Makes the African Wildlife Foundation's CGA Administration Effortless

September 2022

Featured Article: The Geomorphology of Planned Giving
Quick Tip: How to Help Donors Escape from a Pooled Income Fund
From the Blog: Gift Planning and the Inflation Reduction Act of 2022
Free Info Session Recording Available: The Secret to Endowment Fundraising
We’re Back! PG Calc Returns to In-Person Training This Fall
Enhance Your Fall Gift Annuity Mailing with BatchCalcs
See You Soon at a Conference Near You
PG Calc’s Jeffrey Frye Is a Huge Asset to Jimmy Kinlaw at the Christian Broadcasting Network

August 2022

Featured Article: Summer Planned Giving Housekeeping
Quick Tip: Picking a Mortality Table in PGM Anywhere
2010CM Mortality Table Added to PGM Anywhere and PGM Desktop
Implications of the New IRS Mortality Table and New ACGA Rates - Free Webinar Recording Available
From the Blog: Good News About New York Maximum Annuity Rates for Q3 2022
Marketing Strategy Presentation to the Georgia Planned Giving Council
Here’s a Cure for the Summertime Blues: Online Trainings
PGM Anywhere IN-PERSON Training in Boston, Sept. 21-22
Dawn Smith at Davidson College Appreciates Working with PG Calc's Julie Goldenberg Hay on CGA State Registrations

July 2022

Featured Article: Analysis of the New ACGA Annuity Rates
Quick Tip: You Can Simplify Logging Into PGM Anywhere
From the Blog: Understanding FASB Valuations and Their Role in Your Financials
. . . And Another Thing About FASB: Liability Calculations Reminder
New ACGA Rates Added to PG Calc Software; Table 2010CM Coming Soon
Some New York Maximum Annuity Rates Likely to Remain Lower than ACGA Rates Into 2023
Free PG Calc Webinar: Implications of the New IRS Mortality Table and New ACGA Rates
Increased Security and Enhancements for PGM Anywhere, PGM desktop, Bequest Manager, and GiftWrap Lead to Modest Cost Increase
Hey There – We’ve Been Everywhere!
PG Calc Makes Annual Filing a Breeze for National Catholic Community Foundation

June 2022

Featured Article: The Other Five of the Top Ten Lessons Learned from the Front Lines of Client Services
Quick Tip: Using the New Templates in PGM Anywhere
From the Blog: What's the Impact of Rising Discount Rates on Charitable Deductions?
Also from the Blog: IRS Announces New Mortality Table for Computing Planned Gift Deductions
ACGA Rates Going Up, Effective July 1
PGM Anywhere Update Released
California, Here We Come! PG Calc In-Person Training Classes Before the LACGP Western Regional Planned Giving Conference
University of California Benefits from PG Calc's Expert Advice

May 2022

Featured Article: Undeliverable or Uncashed is Unacceptable!
Quick Tip: Format Choices in GiftWrap Gift Summary Report Offer Quick Program Health Checks
From the Blog: What’s the Real Value of Planned Gifts in Your Organization’s Mission?
What’s the Real Value of Planned Gifts in Your Organization’s Mission?
House Passes SECURE Act 2.0 That Adds QCDs for CGAs and CRTs
IRS Update: Notice CP259F for Form 5227 Can Be Disregarded
See you at the Northern California Planned Giving Conference, the ACGA Conference, and at PGGNE's All-Day Conference
Miami University Values PG Calc Webinars

April 2022

Featured Article: Five of the Top Ten Lessons Learned from the Front Lines of Client Services
Quick Tip: What Makes a Persuasive Donor Story?
From the Blog: The IRS Says You Didn’t File Your PIF or CRT Form 5227…But You Did!
ACE Act Introduction in House Sparks Fundraiser Interest
Training Schedule Set for the Remainder of 2022
Conferences, including ACGA
Bryn Mawr College Finds Value in Being Able to Customize Its PG Calc Planned Giving Website

March 2022

Featured Article: Never Surrender! (Or Surrender Now!) – The Relinquishing of Life Income Gifts
Quick Tip: Date of Gift Plays Many Roles in PGM Anywhere
Update on Tax Legislation
CARES Act Giving Incentives Expired at End of 2021
Legislation to Change NY Maximum Rates Formula Beginning to Move
ACGA Offering Generous Scholarships
Date of First Payment vs. Annuity Starting Date
Now Is the Right Time!
The Children's Inn at NIH Partners with PG Calc for Endowment Sub-Accounting

February 2022

Featured Article: A Practical Approach to Receiving IRA Bequest Distributions
Quick Tip: Review Your GiftCalcs Settings
From the PG Calc Blog: Donor Surveys Show You Care
2022 Webinars and Online Training Sessions Will Provide Robust Online Education
New York Maximum Annuity Rates for Q1 2022
Check Out Our New Website
PGM Anywhere and PGM Desktop Updated with Indexed Tax Tables for 2022
PG Calc and COVID
Physicians Committee For Responsible Medicine Relies on PG Calc's Client Services

January 2022

Featured Article: The Potential Cost of Giving
Quick Tip: Program Overview and Statistics Report in GiftWrap and Bequest Manager
Two Tax Incentives Will Expire Shortly
Registration Open for 2022 PG Calc Webinars
ACGA Rates Will Remain the Same
PG Calc Is Here for You During the Holidays!
PG Calc Seeking Director of Client Services
Boys & Girls Clubs of America Appreciates Integration Between PGM Anywhere and GiftWrap

2021

December 2021

Now is the Time! Year-End Messaging to Close More Gifts
Quick Tip: Impact of the Discount Rate Spread
From the PG Calc Blog: The Infrastructure Bill … Nothing to See Here
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

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

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

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

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