PG Calc

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

July 2026 PG Calc eRate: Thoughtful Planning for Testamentary Gifts 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...

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

giving.pgcalc.com