CINCINNATI MUSEUM CENTER GIFT PLANNING ADVISOR
The Gift Planning Advisor markets, cultivates, and solicits bequest commitments and charitable gift annuities Use PG Calc to construct individualized gift illustrations and proposals for all planned giving prospects (5%) ... Doc Retrieval
Letter To The Editor Of Wall Street Journal From Frank Minton ...
From Frank Minton, Senior Advisor, PG Calc The article in the May 12 WSJ by Mike Spector and Shelly Banjo does a disservice to charities by greatly issuing gift annuities, defaults on payments by charities have been exceedingly rare. ... Retrieve Full Source
Consulting
Acquired by PG Calc in August 2005. Before entering consulting in January 1991, he spent ten and one-half years with the expert on gift annuities and has served as Chair of the American Council on Gift Annuities. He has also received a ... Read More
Presented By: Jeff Lydenberg, J.D., Vice President Of ...
PG Calc Tuesday, January 15, 2013 Wolfert’s Roost Country Club | 120 Van Rensselaer Blvd. | Menands, NY Program Details 11:00 a.m. Nuts & Bolts Jeff has presented on gift annuities, bequests programs, estate planning for gift planners, creative ... Doc Retrieval
Gifts, Conversions, And Sales Of Income And Annuity Interests
A Division of PG Calc Incorporated Seattle, Washington. INTRODUCTION organization,” and that is why gift annuities that qualify under IRC Sec. 514(c)(5) are exempted from being considered acquisition indebtedness. Thus, it would follow that the assignment of a ... Document Viewer
CHARITABLE PLANNED GIVING
Gift annuities are an appealingly simple alternative to charitable remainder trusts. Gift PG Calc, Philanthrotec, Leimberg, and others. Many resources in print exist for drafting tips fo r the professional adviser as well. Internal ... Access Full Source
Charitable Gift Annuities Handout For Pres
A division of PG Calc Incorporated 1910 Fairview Avenue East - Suite 102 Seattle, Washington 98102 (206) 329-8144 E-mail address: pgsinfo@pgcalc.com gift annuities established before and after July 1, 2006. In both cases, the annuitant is age ... Access This Document
Charitable Gift Annuity Risk Audit
Need short sub head for here Charitable Gift Annuity Risk Audit Gift annuities are very popular with donors, and ever more charities are offering them. ... Visit Document
Gift Administration So Ftwa Re And Se Rvices
PG Calc | Invested in your mission Gift Administration So ftwa re and Se rvices gift annuities, charitable trusts, and pooled income funds, including maintaining records, producing beneficiary payments and tax forms, and providing reports. ... View Doc
Resource List
American Council on Gift Annuities: 2006 Survey of Charitable Gift Annuities, 233 McCrea Street, Suite 400, Indianapolis IN 46225 a Division of PG Calc, Inc., 1910 Fairview Avenue East, Suite 102, Seattle Washington 98102 . Title: Resource List ... Visit Document
Position: Director Of Planned Giving
• Oversee the gift annuity program, which includes the marketing of gift annuities, • Maintain PG Calc, the software pertaining to planned giving. • Keep up to date and be proficient with compliance of state regulations for the charitable gift program. ... Retrieve Doc
Ninth Annual Comprehensive Seminar
At PG Calc, a planned giving services firm headquartered in Cambridge, MA with offices in Seattle and Cincinnati. including gift annuities, bequest programs, estate planning for gift planners, creative uses of planned gifts, and a wide range of ... Doc Retrieval
INSTRUCTIONS FOR DEFERRED GIFTS, EXPECTANCIES,
What was used to fund the gift (stock, cash, property, etc?) This is needed for CRTs, Gift Annuities, Pooled Income Fund, and Realized Bequests. Gift Type: These are the ANDI system Please provide Lynn Bryant a copy of your calculation sheet from PG Calc or Crescendo. (PI) Pooled Income ... Read Content
Gift Annuities And The 10% Deduction Requirement
PG Calc November 2010 Featured Article This article can also be found at: Because gift annuities are typically funded with cash or long-term capital gain property (or some combination of the two), this article equates “deductible value” and ... Content Retrieval
TIAA-CREF June 14, 2007 Presented By: Frank Minton ...
A division of PG Calc Incorporated. Gift Annuity Rates • Recommended by the American Council on Gift Annuities (ACGA) since 1927 • ACGA has decided to extend immediate gift annuities between 60 and 65.immediate gift annuities between 60 and 65. ... Access Content
The Gift Planning Group Of Northeastern New York Presents ...
Frank Minton, Ph.D., is president of Planned Giving Services, a division of PG Calc Incorporated, of Seattle, Washington, a planned giving consulting firm serving clients in the U.S. serves as Chair of the American Council on Gift Annuities, the authoritative body for gift ... Fetch Here
HRIS HRISTIE EPARTMENT OF ANKING AND NSURANCE FFICE OF ...
On Gift Annuities a complete schedule of the present maximum annuity rates of the corpora- (including but not limited to PG Calc or Cresendo) a certification from an officer of the organization stating the software being used ... View Full Source
Planned Giving And Donation Programs Resource List
PG Calc PG Calc Inc. 129 Mt. Auburn Street; Cambridge, MA 02138 gift annuities, federal estate taxes, charitable bequests, federal gift taxes, charitable remainder trusts, unrelated-business income, pooled-income funds, charitable lead trusts, state ... Fetch Full Source
The Practical Newsletter For Gift-Planning Professionals
PG Calc Seattle, WA Kathryn W. Miree Kathryn W. Miree & Associates Birmingham, AL Philip M. Purcell Ball State University Foundation Muncie, IN Kristen Schultz gift annuities appear to live even longer than annui-tants of commercial annuities. ... Access Doc
ACGA Rate Tables Effective 7/1/2001 - PG Calc - Planned ...
PG Calc Incorporated | 129 Mount Auburn Street | Cambridge, MA 02138 | 888-474-2252 The tables shown below are a copy of the maximum payout rates that the American Council on Gift Annuities (ACGA) suggests charities can offer for gift annuity contracts started on or after July 1, 2001. ... Fetch Here
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