PG Calc

Want to learn more about planned giving? Sign up for PG Calc's monthly newsletter, the eRate, to learn the in-and-outs of our unique industry. You'll hear from speakers such as... PG Calc President, Gary Pforzheimer Director of Gift Administration, Julia Boerth Vice President of Product Management, Bill Laskin Vice President of Consulting, Jeff Lydenberg Senior Consultant Edie Matulka Marketing Consultant, Ann McPherson Director of Client Services, Kara Morin Director of Marketing Services, Andrew Palmer And many more! Click here to subscribe and keep up to date on all things planned giving: https://hubs.li/Q01rVLsZ0

Hard to believe it's been 40 years since our little startup began to help the planned giving community! Bigger and better than ever as part of Foundation Source. Here's to 40 more!

What’s The Difference Between The Gift Annuity Rate And The Discount Rate? - The gift annuity payout rate is used to determine the annuity payment amounts. The IRS discount rate is used to calculate the donor’s charitable deduction. Read the PG Calc blog post. https://hubs.li/Q03c430Y0

We’re celebrating 40 years of PG Calc! ?? Enjoy these anniversary messages from our team. Watch the full video for memories from the past 40 years, what makes PG Calc special and more >> https://hubs.ly/Q03b-9sd0 #plannedgiving #philanthropy

This Thursday 2/27 @1:00 pm ET in the PG Calc Webinar, "Navigating Your AI Transformation," #NathanChappell offers a deep dive into the ongoing journey of AI integration within nonprofit organizations, particularly focusing on its implications and opportunities in the fundraising sector. He will discuss the evolution of AI technologies like predictive and generative AI, emphasizing their potential to enhance donor experiences through precision, personalization, and efficiency. Learn more and register here: https://lnkd.in/esxWz4D5

Interested in how the next generations are shaping the future of philanthropy? Check out Foundation Source’s blog for insights >>?https://lnkd.in/eu_WRFiU #philtech #philanthropy #nextgen #genz #millennials

ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025 - ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025 https://hubs.ly/Q034YszC0

Pledge to Make a QCD - Colleges marketing the benefits of QCD gifts to 50th Reunion alumni have a challenge. Would donors still be interested in this gift type if they couldn’t enjoy the benefit of applying the tax-free withdrawal towards an RMD they did not yet have? https://hubs.li/Q032gMZb0

The PG Calc Find Best Asset website widget is now available. This donor-facing plug-in can go on any planned giving website. The widget asks donors a series of simple questions, then uses the answers to recommend the best asset for them to use to fund an outright gift or charitable gift annuity: cash, appreciated securities, or a qualified charitable distribution (QCD). It's a great way to get your donors thinking about different types of assets they could donate and start gift conversations. Schedule a conversation today to discuss how this widget can augment your planned giving marketing approach. https://hubs.li/Q0306czW0

The Donor Must Be the Owner https://hubs.li/Q02_NwSK0