PG Calc Webinars
Stay Informed: Upcoming 2026 Monthly Webinars
WELS Foundation is pleased to provide access to the recorded webinars. We invite you to explore our upcoming webinars and topics.
January 29 — Endowment Building Q&A
February 26 — Using Donor Surveys in Planned Gift Marketing
March 26 — The Life of a Legacy Match: Turning Inspiration Into Action
April 30 — Practical Uses of AI in Gift Planning
May 28 — Less Cash, More Bling: Accepting Atypical Assets
June 25 — Planned Giving Marketing Q&A
July 30 — Bequests Gone Bad - Ten Ways to Lose Your Charitable Bequest
August 2 7 — QCD's Q&A
September 24 — The Right Metrics for Gift Planning
October 22 — The Lead Trust Paradox: Powerful for Donors, Rare in Practice - Here's How to Change That
November 19 — Real Estate, Why Wait?
December 17 — Gift Annuity Regulations and Compliance Q&A
Recorded Fundamentals of Planned Giving Webinar Series
This four-part recorded webinar series is designed to strengthen your confidence in planned and estate giving conversations, helping you better serve donors while supporting long-term ministry funding.
Recordings and accompanying handouts are available at no cost to WELS ministries.
July 7 — Part 1: Tax Fundamentals
July 14 — Part 2: Basic Planned Giving Methods
July 21 — Part 3: Assets Used for Charitable Contributions
July 28 — Part 4: Advanced Planned Giving Methods
PG Calc webinars are password-protected. Please contact Kyle Bartsch at [email protected] if you need the password.
Looking for additional planned giving resources? PG Calc also offers a library of informative articles on its blog.
Downloadable resources
| File | Password | Action |
|---|---|---|
| Part 1, 2 & 3 — Fundamentals of Planned Giving Webinar Series presented by Craig Wruck, Senior Advisor, PG Calc | ||
| Planned Giving Marketing Q&A, presented by Andrew Palmer | ||
| Practical Uses of AI in Gift Planning (and Everyone Else Who Juggles Too Much), presented by Ericka Webb | ||
| The Life of a Legacy Match: Turning Inspiration Into Action, presented by Cosentino and Quammen | ||
| Using Donor Surveys in Planned Gift Marketing, presented by Russell James | ||
| Endowment Building Q&A, presented by Gary Pforzheimer | ||
| Taxation Basics for Fundraisers, presented by Craig Wruck | ||
| Alternative Endings: Early Terminations of Split Interest Gifts, presented by Jeffrey Frye & Amy Brown | ||
| Wanted, Dead or Alive: Finding Missing Beneficiaries, presented by, Morgan Heck & Kara Morin | ||
| 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
- 72 File Count
- July 22, 2026 Last Updated
