PG Calc Webinars
Stay Informed: Upcoming Monthly Webinars
WELS Foundation is pleased to provide access to the recorded webinars. We invite you to explore our upcoming webinars and topics.
2025 PG Calc webinars list
PG Calc webinars are password-protected. For additional information, please complete the Contact Us form or contact Kyle Bartsch at [email protected].
PG Calc also offers numerous informational articles on planned giving available on its blog.
Downloadable resources
| File | Password | Action |
|---|---|---|
| Date of Gift and Substantiation Rules – Q&A Webinar, Presenters: Jeff Lydenberg & Edie Matulka | ||
| Planned Giving Marketing: What Works, What Doesn't, and What's Next, presented by Andrew Palmer | ||
| “You’re in the Will! Now What? Strategies That Lead to Larger Legacy and Lifetime Gifts”, presented by Russell James | ||
| Gift Annuity Regulations and Compliance – Q&A Webinar | ||
| Success with Life Insurance Gifts, presented by Craig Wruck | ||
| Top Ten Estate Settlement Problems and What to Do About Them, with Andrew Fussner | ||
| Why Would My Organization Want Its Own DAF Program? | ||
| Navigating Your AI Transformation | ||
| What to Give? QCD, Cash, or Stock | ||
| How to Manage Planned Giving Leads with Ruthless Efficiency | ||
| Show Me the Money: Financial Terms for Fundraisers | ||
| Inspiring Major Gifts of Assets: The Science and the Sentences | ||
| The Key to Repeat Gifts: Great Gift Administration and Stewardship | ||
| Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner | ||
| A Surprisingly Flexible Way to Give: Three Flavors of Deferred Gift Annuity | ||
| Because That's Where the Money Is: Attracting Gifts from Donor Advised Funds | ||
| Maximize Impact: Unveiling the Power of QCDs | ||
| Donor-Centric Marketing | ||
| Gifts From Your Donor's Other Wallet – A Primer on Gifts of Non-Cash Assets | ||
| Fundraising for Endowment – Q&A | ||
| Taxation Basics for Gift Planners | ||
| Fundraising Metrics are the Worst! (And How to Fix Them) | ||
| What to Use When: CGAs vs. CRATs and CRUTs | ||
| CRTs – Moving from Discussion to Completion | ||
| Gift Planning in a World of Higher Interest Rates | ||
| Asking Your Donor for Their Largest Gift Ever: A Bequest | ||
| The Essential Gift Annuity: 7 Things You Need to Know | ||
| A Better Data-Driven Approach to Identifying Top Prospects | ||
| Success with Life Insurance Gifts | ||
| Planned Giving Marketing: What Works! | ||
| How to Jump Start Your PG Program: A Case Study | ||
| Marketing Testamentary Transfers | ||
| The Top Ten Lessons Learned from the Front Lines | ||
| Behavioral Economics and the Psychology Behind Major Gifts of Assets | ||
| Checklists to Help Make the Gift Happen | ||
| Strategically Giving a Business Interest to Charity | ||
| Should My Organization Have a Life Income Program? | ||
| Gifts of IRA Assets and Other Qualified Plans | ||
| Myths and Realities of Bequest Fundraising | ||
| Effectively Promoting Your Planned Giving Program | ||
| Important Year-end Charitable Giving Strategies | ||
| When You Can't Take Your Donor to Lunch | ||
| Taxation Basics for Fundraisers | ||
| What Should My Donors Do with Their Retirement Assets? | ||
| What Color Is Your CRT? | ||
| A Case Study in Focused Donor Advised Fund Fundraising | ||
| State Regulation of CGAs: From Simple to Downright Complex | ||
| The Retained Life Estate: A Most Underutilized Gift | ||
| Strategic Conversations Lead to Major and Planned Gifts | ||
| Charitable Lead Trusts: No Time Like the Present | ||
| Blended Gifts and Collegial Collaboration | ||
| Bequest Marketing Everyone Should Do | ||
| The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts | ||
| The How and Why of Philanthropic Advising 09-2020 | ||
| 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts 08-2020 | ||
| QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover 07-2020 | ||
| Effective Gift Planning Strategies in Turbulent Times 06-2020 | ||
| New Results from 100 Years of National Data 05-2020 | ||
| Understanding Tax Issues That Can Lead to Bigger Gifts 04-2020 | ||
| Gifts of Life Insurance 03-2020 | ||
| Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner 02-2020 | ||
| A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization 01-2020 | ||
| Real World Lessons from Real World Planned Gifts 12-2019 |
- 0.22 KB File Size
- 63 File Count
- September 26, 2025 Last Updated
