Webinars

Upcoming WebinarsFree Recordings

PG Calc webinars bring all the skills and experience of top practitioners to you, including PG Calc consultants and carefully selected guest presenters, who deliver the most up-to-date knowledge and insights about important gift planning topics. Here are just a few reasons why thousands of gift planners and their colleagues attend each year:

  • Participate from wherever you wish. All you need is an internet connection!
  • Paid webinars offer forty-five minutes of formal presentation plus fifteen minutes for questions, a golden opportunity to expand your knowledge and get your questions answered by an expert.
  • Q&A webinars, which are FREE, offer sixty minutes focused on answering questions on the webinar theme from you and other audience members.
  • A pdf of the presenter’s slides help you retain what you’ve learned.
  • A replay of the webinar good for 60 days that you can review yourself and share with colleagues. The replay typically is available within two business days after the live session.
  • CFRE continuing education credit (except Q&A webinars). Learn more.
  • Each session costs just $45 per site, except for Q&A webinars and special update webinars, which are FREE. You can invite as many people as you want to attend with you.
  • Register for the entire monthly series for just $270 - a 25% discount.
  • Frequently Asked Questions
     
Download 2026 Schedule

 


Free Webinars

PG Calc offers four free webinars each year, as well as when changes in tax law impact planned giving. PG Calc makes these recordings and their associated handouts available for free as a service to the planned giving community. Watch the webinar recordings.


Upcoming Webinars 

To learn more about a webinar, click the webinar title in the list below. To register for the webinar, or purchase a recording of it, click the “Register Now” button below any webinar description and complete the form.

To register for the whole 2026 monthly series (and save 25%), click the button below:

Register for the 2026 Webinar Series
 

 

February 2026

Thu 02/26

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

Learn More

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

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Thursday, February 26, 01:00 PM-02:30 PM ET
Thu 02/26

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

Learn More

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

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Thursday, February 26, 01:00 PM-02:00 PM ET

July 2026

Wed 07/15

Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

Learn More

Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

Session Dates

All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.

  • July 12, 2022 - Part 1
  • July 19, 2022 - Part 2 
  • July 26, 2022 - Part 3
  • August 2, 2022 - Part 4
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Wednesday, July 15, 01:00 PM-02:30 PM ET
Thu 07/23

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, we will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Our focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, you will also learn about the tax benefits associated with charitable gifts and factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.

Learn More

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, we will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Our focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, you will also learn about the tax benefits associated with charitable gifts and factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.

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Thursday, July 23, 01:00 PM-02:30 PM ET

September 2026

Thu 09/24

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

Learn More

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.

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Thursday, September 24, 01:00 PM-02:30 PM ET