PG Calc

Got planned giving marketing questions? Get them answered at next week's webinar!

Join Andrew Palmer, PG Calc's Director of Marketing Services, for a live Q&A webinar on June 25th at 1 PM ET. From donor surveys to newsletters to what's actually working, bring your questions and leave with real answers.

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Welcome! You are invited to join a webinar: PG Calc FREE Webinar - Planned Giving Marketing Q&A. After registering, you will receive a confirmation email about joining the webinar. PG Calc FREE Webinar - Planned Giving Marketing Q&A What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc mar...

In case you missed it, our June eRate newsletter is here!
✅IRS Discount Rate for June: 5.0%

See inside for:
📃 Featured Article: Now That the Pain of Tax Season Has Passed - A Primer on Charitable Income Tax Deductions and the Concept of Income Tax Savings
🏃‍♂️ Quick Tip: Customize Your Disclaimer Statement in PGM Anywhere
✍️ From the Blog: BDQ #11 – What Is the IRS Discount Rate, and Why Does It Change Every Single Month?
💰 CGAs and Bargain Sale Basis
⚖️ Several States Pass RIFT Legislation
+More!

Read Here >> https://email.pgcalc.com/jun2026-erate

June eRate: Now That the Pain of Tax Season Has Passed - A Primer on Charitable Income Tax Deductions Each year, many of us breathe a collective sigh of relief when April 16 rolls around. Aside from those filing for extensions, and aside from those few who are affected by lesser-known categories, the majority of Americans have completed the filing of their annual income tax returns.

BDQ #11: What Is the IRS Discount Rate, and Why Does It Change Every Single Month? - If you have ever run a calculation for a gift annuity or a charitable remainder trust, you have seen a specific number labeled as the “IRS Discount Rate,” “CMFR,” or the “Section 7520 Rate.” Where does this Discount Rate come from, and why is it so restless?

BDQ #11: What Is the IRS Discount Rate, and Why Does It Change Every Single Month? If you have ever run a calculation for a gift annuity or a charitable remainder trust, you have seen a specific number labeled as the “IRS Discount Rate,” “CMFR,” or the “Section 7520 Rate.” Where does this Discount Rate come from, and why is it so restless?