PG Calc

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...

06/15/2026

The State of Play: Navigating the Current Landscape of QCD Legislation and DAF Regulations - As we cross the midpoint of 2026, the regulatory and legislative environment surrounding QCDs and DAFs seems stuck in familiar duality: introduced concepts coupled with a deeply gridlocked path forward.

As we cross the midpoint of 2026, the regulatory and legislative environment surrounding QCDs and DAFs seems stuck in familiar duality: introduced concepts coupled with a deeply gridlocked path forward.

06/04/2026

For UHNW families, wealth is a tool for impact, a vehicle for legacy, and a complex puzzle of tax and estate considerations.

Gary Pforzheimer explores how planned giving can address all three, in the latest issue of Investments & Wealth Review.

Read Here >> https://publications.investmentsandwealth.org/iwpublications/library/item/vol__41__no__2__2026/4346645/?_gl=1*zjo004*_gcl_au*MzE3Mzg2NjAwLjE3Nzc1NzUyODM.*_ga*MzUzODExMzEuMTc3NzU3NTI4Mw..*_ga_CDLJEYZYTF*czE3ODA0MzM2MzUkbzI3JGcwJHQxNzgwNDMzNjM1JGo2MCRsMCRoMA..

05/19/2026

In case you missed it, our June eRate newsletter is here!
✅IRS Discount Rate for June: 5.0%

See inside for:
📃 Featured Article: Now That the Pain of Tax Season Has Passed - A Primer on Charitable Income Tax Deductions and the Concept of Income Tax Savings
🏃‍♂️ Quick Tip: Customize Your Disclaimer Statement in PGM Anywhere
✍️ From the Blog: BDQ #11 – What Is the IRS Discount Rate, and Why Does It Change Every Single Month?
💰 CGAs and Bargain Sale Basis
⚖️ Several States Pass RIFT Legislation
+More!

Read Here >> https://email.pgcalc.com/jun2026-erate

Each year, many of us breathe a collective sigh of relief when April 16 rolls around. Aside from those filing for extensions, and aside from those few who are affected by lesser-known categories, the majority of Americans have completed the filing of their annual income tax returns.

05/14/2026

Is your gift annuity program worth the effort? We tackled that question in our latest case study.

See how a program assessment can reveal:
• Which annuities are underwater (or headed there)
• The projected benefit of each gift annuity
• Expected cash flow as annuities terminate
• How to make your program stronger

👉 Read Here >> https://giving.pgcalc.com/consulting-case-study-2-is-our-gift-annuity-program-worth-the-effort

05/12/2026

BDQ #11: What Is the IRS Discount Rate, and Why Does It Change Every Single Month? - If you have ever run a calculation for a gift annuity or a charitable remainder trust, you have seen a specific number labeled as the “IRS Discount Rate,” “CMFR,” or the “Section 7520 Rate.” Where does this Discount Rate come from, and why is it so restless?

If you have ever run a calculation for a gift annuity or a charitable remainder trust, you have seen a specific number labeled as the “IRS Discount Rate,” “CMFR,” or the “Section 7520 Rate.” Where does this Discount Rate come from, and why is it so restless?

04/28/2026

When charitable lead trusts were created in the Tax Reform Act of 1969, they became a way for donors to provide for heirs, make a generous charitable gift, and potentially save on estate taxes. Today, fewer than one in 1,000 estates will owe any federal estate tax. Can a charitable lead trust still provide the other 999 estates with a tax benefit? It depends!

17 states still have their own estate or inheritance tax, often with much lower exemptions than the federal threshold.

Read our latest Featured Article to learn more >> https://www.pgcalc.com/insight-training/pg-calc-featured-articles/when_thinking_lead_trusts_do_not_forget_state_taxes

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04/17/2026

In case you missed it, our May eRate newsletter is here!
✅IRS Discount Rate for May: 5.0%

See inside for:
🤔 Featured Article: When Thinking Lead Trusts, Don’t Forget State Taxes
🔎 Quick Tip: Why You Can’t See Your Search Results in PGM Anywhere
❌ Mortality and Life Expectancy are NOT the Same
📢 ACGA Announces Rates Will Continue to Remain the Same
✉️ Gearing Up for Reunion? Add Impact to Your Next CGA Mailing with BatchCalcs
& More!

Read here >> https://email.pgcalc.com/may2026-erate

Charitable lead trusts, as we know them today, were created in the Tax Reform Act of 1969. It didn’t take long after that for sophisticated estate planners and planned giving officers to recognize that charitable lead trusts offered wealthy donors a great way to provide for heirs, make a generous ...

04/16/2026

The 2026 TPI Study of the Philanthropic Conversation is out now! It’s packed with insights on how advisor-client philanthropic discussions are evolving, where the gaps are, and what clients want from these conversations today. Co-sponsored by Foundation Source and DAFgiving360, with support from The Boston Foundation.

Read the full report here: https://foundationsource.com/resources/reports-surveys/the-tpi-study-of-the-philanthropic-conversation-full-report/

The Philanthropic Initiative (TPI) for the third time since 2013 conducted a national study of advisors’ approaches to and HNW clients’ expectations.