Free PG Calc Guides, Tools & White Papers

PG Calc Free Guides, Tools & White Papers

Planned Giving Marketing

Gift Illustration

Consulting

Gift Administration

Endowment Sub-Accounting

Charitable Gift Annuity Program Compliance

Charitable Gift Annuity (CGA) Regulations and Compliance

12/17/2026	Gift Annuity Regulations and Compliance Q&A
6/26/2025	Gift Annuity Regulations and Compliance Q&A
5/30/2024	Gift Annuity Regulations and Compliance Q&A
6/29/2023	Gift Annuity Regulations and Compliance Q&A

Endowments

1/29/2026	Endowment Building Q&A
9/28/2023	Fundraising for Endowment Q&A

New Tax Law and Planned Giving

7/22/2025	What the One Big Beautiful Bill Could Mean for Gift Planning
1/12/2023	What You Need to Know About the New Legacy IRA Act
6/22/2022	Implications of the New IRS Mortality Table and New ACGA Rates
4/7/2020	The Pandemic, the CARES Act, and Gift Planning
2/11/2020	The SECURE Act and Gift Planning

Other Planned Giving Topics

9/25/2025	Date of Gift and Substantiation Rules – Q&A Webinar
3/27/2025	Why Would My Organization Want Its Own DAF Program?
1/25/2024	Gift Terminations and Appraisals – Q&A Webinar
3/30/2023	Bequest Administration – Q&A Webinar

Planned Giving Marketing

6/25/2026	Planned Giving Marketing Q&A
8/28/2025	Planned Giving Marketing: What Works, What Doesn't, and What's Next
7/25/2024	Marketing Planned Gifts – Q&A Webinar
12/13/2023	Marketing Planned Gifts – Q&A Webinar