PG Calc

09/14/2026

Top Five Questions about QCD CGAs: From RMDs to QLACs - PG Calc offered a free webinar on charitable gift annuities funded with qualified charitable distributions (QCDs) from IRAs. Here are the top 5 questions and our answers.

PG Calc offered a free webinar on charitable gift annuities funded with qualified charitable distributions (QCDs) from IRAs. Here are the top 5 questions and our answers.

09/11/2026

Today, 25 years after the September 11th attacks, we pause to remember the lives lost, the families changed forever, and the countless people who spent that day helping strangers.

08/25/2026

Got a QCD question you've been sitting on? 🎯

Thursday, our Client Service Advisors, the team that answers these questions all week long, are running a free, hour-long Q&A. They'll start with what every gift office should know about outright and life income QCD gifts, then spend the rest of the time on your questions.

Thursday, August 27 1:00 PM ET

Register Here >> https://www.pgcalc.com/insight-education/webinars?hsCtaAttrib=182739530872

08/21/2026

In Case You Missed It: Our September eRate is live!

✔️ September Discount Rate: 5.4%

In this month's eRate newsletter:
🌐 FREE PG Calc Webinar
💻 Quick Tip: Mortality Tables in PGM Anywhere
✍️ From the Blog: BDQ #12 – What Is a Net Income CRUT (and Why Do We Need So Many Letters)?
👍 It’s Getting Better All the Time! Illinois Passes RIFT Law
🥪 PGM Anywhere CGA Agreements Are as Specific as a Fluffernutter Sandwich
📬 Pay Attention to That Postmark

Read Now >> https://email.pgcalc.com/sep2026-erate?utm_content=382641229&utm_medium=social&utm_source=linkedin&hss_channel=lcp-105083

PG Calc’s PGM Anywhere offers the ability to run projections for charitable remainder trusts that provide an estimate of the long-term outcome of the gift arrangement. Based on a number of input assumptions, the gift planning professional can give the prospective donor a reasonable idea of what is...

08/06/2026

BDQ #12: What is a Net Income Charitable Remainder Unitrust (NICRUT) – or a NIMCRUT for that matter – and how does it differ from a Standard CRUT or a CRAT (and Why Do We Need So Many Letters)?

What is a Net Income Charitable Remainder Unitrust (NICRUT) – or a NIMCRUT for that matter – and how does it differ from a Standard CRUT or a CRAT?

07/15/2026

ICYMI: Our August eRate is live!

✔️ August Discount Rate: 5.2%

In this month's eRate newsletter:
💸 Featured Article: Has the “Great Wealth Transfer” Finally Begun? Reading the Tea Leaves in the 2026 Giving USA Report
💡 Quick Tip: Quick Tip: Remember the Importance of Half Birthdays
🎁 From the Blog: The Gift That Almost Didn’t Happen
🔍 Also From the Blog: New Jersey Accepts Actuarial Verification of Washington State Reserve Reports
🤝 Personal Connection Matters
❓ Three Questions From Our FASB Training
📈 New York Maximum Annuity Rates Higher for July - December 2026

Read Now >> https://hubs.li/Q04pH5LJ0

07/14/2026

The Gift That Almost Didn’t Happen - Complex assets represent a growing share of donor wealth, yet most institutions aren’t set up to accept them. Is this costing your organization some of its largest gifts?

Complex assets represent a growing share of donor wealth, yet most institutions aren’t set up to accept them. Is this costing you some of your largest gifts?

06/22/2026

New Jersey Accepts Actuarial Verification of Washington State Reserve Reports - New Jersey reinstated an old regulation to require actuarial verification of New Jersey state reserve reports IF a charity offers FGAs. In a stunning update, NJ will accept a Washington state reserve report that has been verified by an actuary.

New Jersey reinstated an old regulation to require actuarial verification of New Jersey state reserve reports IF a charity offers FGAs. In a stunning update, NJ will accept a Washington state reserve report that has been verified by an actuary.

06/18/2026

Got planned giving marketing questions? Get them answered at next week's webinar!

Join Andrew Palmer, PG Calc's Director of Marketing Services, for a live Q&A webinar on June 25th at 1 PM ET. From donor surveys to newsletters to what's actually working, bring your questions and leave with real answers.

👉 Register Now >>

PG Calc FREE Webinar - Planned Giving Marketing Q&A What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc mar...

06/16/2026

In case you missed it, our July eRate newsletter is here!
✅IRS Discount Rate for July: 5.2%

See inside for:
🪦 Featured Article: Nothing Happens Until Somebody Dies – Thoughtful Planning for Testamentary Gifts
🎁 Quick Tip: Trust and Verify in GiftWrap
🧭 The State of Play: Navigating the Current Landscape of QCD Legislation and DAF Regulation
👑 One Phrase to Rule Them All – What We Mean by “Charitable Deduction”
📃 ACGA Releases Report on 2025 Gift Annuity Survey
➡️ Back to Basics: Fundamentals of Planned Giving
& More!

Read Here >> https://hubs.ly/Q04lDDbt0

We get a fair number of inquiries from clients regarding testamentary gifts. For bequest intentions, we typically talk about the need to discount the gifts – both from the perspective of assessing the probability of the gift actually being made AND from the perspective of estimating the present va...