Benjamin Franklin wrote to a friend in 1789, “In this world, nothing is certain except death and taxes.” Ben was half right. Taxes are optional. At death, anyway. They are optional even for taxpayers with estates large enough to owe state or federal estate tax. They are also optional for taxpayers who have funds subject to income tax at their death, such as amounts remaining in their retirement accounts. The solution? Give the taxable assets to charity . . .
Quick Tip: Illustrating a Gift Funded with Multiple Assets in PGM Anywhere
From the Blog: Top Five Questions about QCD CGAs – From RMDs to QLACs
Donating Real Property: Retained Life Estate vs. Charitable Remainder Trust
Early Termination of a Charitable Remainder Trust (CRT)
Look for PG Calc at CGP in New Orleans
In-Person Training Before the CGP National Conference
PG Calc Webinar: The Right Metrics for Gift Planning
Effective gift planning requires playing the long game, but how do you demonstrate value in an environment that demands results now? In this webinar, we will explore indicators that can bridge the gap between current activity and future revenue and uncover metrics that correlate best with long-term success. Stop chasing the wrong numbers and start measuring what matters.
Quick Tip: Illustrating a Gift Funded with Multiple Assets in PGM Anywhere
Multiple property types can be combined to fund a split-interest gift. For example, a donor may wish to fund a charitable gift annuity (CGA) with $50,000 that includes a combination of cash ($23,000) and marketable securities ($27,000). In this example the marketable securities are a combination of long term gain (held for more than one year) and short term gain (held for one year or less) shares.
The assets of similar types should be combined into one property type in PGM Anywhere. In the Gift Options section, select Edit this gift option.
Under Property type select Multiple property types, which allows entry for up to three different assets. The same property type cannot be used more than once when entering multiple property types. The total cash should be entered as one asset. The value of all the long term gain shares should be combined and entered as one value under Value of the property transferred and the associated cost basis should be combined under Cost basis. Similarly, the value for the short term gain property should be combined and the cost basis should be combined and entered as a third asset.
If there are only two different property types, Asset #3 can be listed as None. If the Property type for one of the three assets is Long term gain property, the Property type for the other two assets cannot also be Long term gain property. A Notice will appear as a reminder if this occurs.
Contact Client Services at 888-474-2252 or support@pgcalc.com if you have any questions.
From the Blog: Top Five Questions about QCD CGAs: From RMDs to QLACs
On August 27, 2026, PG Calc offered a free webinar on charitable gift annuities (CGAs) funded with qualified charitable distributions (QCDs) from individual retirement plans (IRAs). Here are the top 5 questions submitted by attendees and our answers to those questions.
Donating Real Property: Retained Life Estate vs. Charitable Remainder Trust
Some planned giving programs will accept gifts of real property through a retained life estate or a charitable remainder trust. Determining which split-interest gift is the right option depends on the needs and interests of the donor and the charity. The two options are described below followed by some questions to help guide you through conversations with your donors about gifts of real property.
When a donor funds a charitable remainder trust (CRT), the assets are irrevocably transferred to the trust. The trust makes distributions to one or more non-charitable beneficiaries, usually including the donor, for life and/or a term of years (not to exceed 20 years), after which the remainder passes to charity. The donor receives a charitable deduction at the time of the gift to the CRT, which is the present value of the remainder interest expected to pass to charity. The remainder interest is calculated based on the life expectancy of the beneficiaries, the term of years, or a combination of the two. For CRTs funded after July 28, 1997, the remainder value must be at least 10% of the initial gift value.
Early Termination A CRT is irrevocable, however, the trust can be terminated early, with the remainder passing then to charity if all the parties (trustee, beneficiary, and charity) agree . . .
PG Calc is thrilled to be sponsoring and exhibiting at the CGP National Conference in New Orleans October 14-16. Come look for us in the Solutions Center in booths 109/208 and say hello. In addition, look for more of your PG Calc colleagues at these events:
Associate Director for Gift Planning Jeffrey Frye and other members of Client Services team will be conducting an in-person training on October 14: Gift Planning with PGM Anywhere - Comprehensive (see details in the next section)
Senior Advisor Craig Wruck will be leading one of the pre-conference workshops, Gift Planning Fundamentals: Tools & Techniques, on October 14
Senior Director of Planned Giving Services Kara Morin will be co-presenting with Ericka Webb, Executive Director of Gift Planning and Senior Philanthropic Advisor at Boston College, in their session: This, Not That: Turning Challenging Gifts to Charitable Wins on October 15 (and keep an eye out for a guest appearance by Gary Pforzheimer - there will be prizes!)
We look forward to to another conference full of friends and colleagues, planned giving expertise, and New Orleans fun!
In-Person Training Before the CGP National Conference
What: Gift Planning with PGM Anywhere - Comprehensive
When: Wednesday, October 14, 9:00 am - 4:00 pm CT Where: New Orleans Marriott, 555 Canal Street, New Orleans, LA, 70130
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.
