White Papers

Thought leadership in planned giving

PG Calc experts publish white papers on relevant and timely topics in planned giving.

 

Choose From Among Our Library of White Papers and Other Publications

Planned giving can be complex and challenging. Take advantage of the cumulative knowledge and experience of PG Calcs planned giving experts, as set out in this library.

 

Our Current Library

7 Characteristics of a Planned Giving Programs White Paper

7 Characteristics of Effective Planned Giving Programs

The Foremost Planned Giving Lead Generation Technique You Must Do in 2021

The Foremost Planned Giving Lead Generation Technique You Must Do in 2021

4 Money Saving Tips to Stretch Your Planned Giving Marketing Budget

4 Money Saving Tips to Stretch Your Planned Giving Marketing Budget

9 Mistakes You Might Be Making in Endowment Sub-Accounting

9 Mistakes You Might Be Making in Endowment Sub-Accounting

 

Program Evaluation White Paper

Making the Grade: Optimizing Planned Giving Performance by Understanding and Evaluating Program Elements

Bequest Stewardship and Administration

Will to Succeed: Managing Bequest Stewardship and Administration

Gift Administration White Paper

The Stewardship Challenge: Managing Complexities in Gift Administration

 

 



How Can We Help You?

Do you have a question on a planned giving topic, no matter how simple or complex? Contact us. We have the answer!
Gary Pforzheimer
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?