PG Calc Webinars focus on important topics in gift planning and are delivered by experts in the field.

Each Webinar is $95 to register and is presented from 1:00 pm - 2:30 pm Eastern Time on the scheduled date.

Register for the whole series and attend twelve Webinars for the price of nine, a savings of almost $300.

Webinar recordings are available for purchase at $150 after the presentation date.

Recorded Webinars

Recordings of all past PG Calc Webinars are available for purchase. Each recording includes the audio and visual portions of the Webinar, as well as the handouts that were provided to attendees. Each recording includes approximately one hour of formal presentation followed by about a half-hour of answering questions from the live audience.

Webinars recorded in:
2007
2008
2009
2010
2011

Private Live Webinars

Have you attended a PG Calc Webinar that you'd like to share with others?  Our presenters are happy to repeat any of our Webinars exclusively for your audience.  The session format is the same as our standard live Webinars: a live one-hour formal presentation with slides and handouts, followed by a 30-minute question and answer session with the presenter.  Our private Webinars offer an effective and economical way to bring your Board, fundraising staff, trusted advisors, or any other target constituency up to speed on your choice of gift planning topics.  Pricing starts at just $495 for presenting a private Webinar without changes to the materials.   

Since a private Webinar is for your group only, your presenter can take questions throughout the session, not just at the end, or adjust the presentation format in other ways, if you wish.  Also, for an additional hourly fee we are happy to tailor the Webinar content to match your goals for the session.  Please contact Michael Heep at 888-474-2252 or mheep@pgcalc.com for more information or to schedule your private Webinar.

Continuing Education Credit

PG Calc has applied for CFRE credits for all of our 2012 Webinars. As of now, only the first Webinar, A Stimulus Plan for Charitable Giving, has been approved for credit. We are awaiting approval for the remaining eleven sessions. See below for 2012 Webinars that have been approved for CFP credit.

CFRE credits: In the past, participation in each PG Calc Webinar has been eligible for 1.5 CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.  Credit could be earned by attending the live Webinar or listening to a recording.

CFP credits:  CFP credit is available for attending the live Webinar only.

The following Webinars have been approved for 1.5 hours of credit:

A Stimulus Plan for Charitable Giving
Taxation Basics for Gift Planners
Gifts of Retirement Plan Assets
Gift Annuity Essentials
Getting it Right: Bequests and Beneficiary Designations

In addition, the following Webinars are still being considered for CFP credit:

Planned Gifts that Appeal to Younger Donors
Lessons Learned from Auditing Planned Giving Programs
10 Ideas for a Good Legacy Society

Individual Webinar Class Details

A Stimulus Plan For Charitable Giving
Charitable giving, like the economy, and partly because of the economy, is going through a difficult time. Total giving is still below its historical peak, distributions from estates are less than projected, and certain planned gifts, such as charitable remainder trusts and pooled income funds, have been decreasing in number. This session will propose a plan for stimulating planned gifts that entails thinking outside the box with reference to types of assets that can be contributed and new applications of the traditional gift planning instruments. It will also suggest responses to possible changes in tax incentives for charitable gifts.
Date: January 26, 2012
Presenter: Frank Minton
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Meeting the Challenge of Qualifying Planned Giving Prospects
Most charities are pretty good at staying in contact with active planned gift prospects and moving them toward making a gift. However, many of these same charities fall short when it comes to qualifying new planned gift prospects to keep their active pipeline filled. This presentation will identify the many reasons charities fall short in this area and offer practical advice on how to overcome these impediments.  Topics will include overcoming inertia and distractions, creating effective incentives for making planned giving donor qualification calls, and tips for improving calling skills. 
Date: February 23, 2012
Presenter: Jeff Lydenberg
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Getting it Right: Bequests and Beneficiary Designations
In the majority of planned giving programs, bequest gifts account for 75%-80% of all planned gifts, and in some cases approach 100%.  In addition, there are gifts by beneficiary designation, a small but growing part of estate gifts. This webinar briefly describes the types of bequest gifts and beneficiary designations and why they are attractive to both donors and charities.  It then delves into the best way to make each gift, special considerations to keep in mind, and pitfalls to avoid.  With an understanding of the how’s and why’s, the stage is then set for a discussion on ways to talk with your donors about these types of gifts and help them to take action on their best-of-gift intentions. 
Date: March 29, 2012
Presenter: Alison O'Carroll
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Taxation Basics for Gift Planners
This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which every fundraiser with planned gift responsibility should be familiar.  Also learn about the various tax benefits associated with charitable gifts and the factors that can affect their availability.
Date: April 26, 2012
Presenter: Bill Zook
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The Science (and Art) of Planned Giving Marketing
Starting your planned giving marketing program from scratch? Looking to audit or finely tune your existing program? We’ll review the entire process from capturing prospects’ attention to closing gifts. Learn what you can change so your planned giving marketing is smarter, better, cheaper, and reaches more good prospects (not just more bodies). To hone your efforts, we’ll look at hard data and real-life metrics to help you focus in on your target constituency. We’ll also talk about the softer arts that make marketing really click on all cylinders.
Date: May 29, 2012
Presenter: Anne Melvin, Deputy Director of Gift Planning, Harvard University
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Gift Annuity Essentials
This Webinar will focus on the basics of gift annuities, providing guidance in terms of the nature and function of gift annuities, common roles of gift annuities in a planned giving program, characteristics of a typical gift annuity prospect, and the responsibilities of an organization that incorporates gift annuities into its planned giving program.
Date: June 28, 2012
Presenter:Edie Matulka
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Family Matters:  Stewardship of Your Planned Giving Donors
Stewardship, the array of programs that nurture a donor's connection to your institution, is a critical component of every development program.  From recognition to renewed engagement, strategies for stewardship help us celebrate our nonprofit family, and offer powerful reminders of our shared mission.  Nothing could be more important in today's challenging environment.  Using stories and practical tools, Dyan Sublett will share what she's learned about stewardship in her 30+ years as a nonprofit fundraiser, reflecting upon a continuum of giving in a donor's life, with particular attention to that stage of greatest generosity in planned giving.
Date: July 26, 2012
Presenter: Dyan Sublett, Executive Vice President, Development & Communications, YMCA of Metropolitan Los Angeles
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Planned Gifts that Appeal to Younger Donors
Traditionally, planned giving prospects are 75 years old or more, yet studies show that many charitable estate gifts are first established when the donors are in their 40s or 50s. Moreover, once a charity is included in a donor’s estate plan, the charity is rarely removed. How do you tap into this source of additional gift planning dollars?  This session will examine the unique perspective of middle-aged prospects on financial planning and how planned giving fits into their investment portfolios.  It will then review giving vehicles that appeal to this audience. 
Date: August 30, 2012
Presenter: Jeff Lydenberg
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Lessons Learned From Auditing Planned Giving Programs
PG Calc regularly conducts audits of planned giving programs to help these programs understand better what they are doing well, what they are doing not-so-well, and what they could do to improve their results.  The programs we audit range from modest one-person operations to large organizations with multiple full-time gift planners on staff.  This presentation will discuss the issues we commonly encounter in our program audits and the steps we suggest to address them.  Specific cases will be examined.  The names will be changed to protect the guilty.
Date: September 27, 2012
Presenter: Gary Pforzheimer
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Gift Planning and Campaigns — Oil and Water or Peaches and Cream?
Planned gifts typically take years, if not decades, before they distribute funds the charity can spend.  Fundraising campaigns bring focused, immediate resources to bear on securing funds for current needs. On the face of it, then, gift planning would seem a challenge to incorporate into a comprehensive campaign—yet doing so is all the rage.  Thom Lockerby, who directs the campaign at Boston College, will share his thoughts on how gift planning can best be integrated with a campaign.  Thom will draw on his BC experience, where the campaign seeks $1.5 billion in support and has a public legacy goal, as well as share his thoughts on important aspects such as crediting, reporting, and stewardship of campaign donors.
Date: October 25, 2012
Presenter: Thom Lockerby, Vice President for Development, Boston College
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10 Good Ideas for a Legacy Society
A legacy society is a popular way for charities to recognize their planned gift donors, both in the year that they give and in all the years to come.  But legacy societies range from hugely successful to effectively moribund.  Ann and Alison will describe a variety of tactics and strategies that they have found in their consulting work to be effective ways to improve the success of a legacy society.
Date: November 29, 2012
Presenters: Ann McPherson & Alison O'Carroll
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Gifts of Retirement Plan Assets and IRD
Retirement plan assets can be among the most tax-efficient sources of charitable gifts.  They also raise tax issues that most other types of assets don’t.  This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case.
Date: December 20, 2012
Presenter: Frank Minton
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