Due to our expertise in all areas of planned giving, PG Calc staff members are invited to speak at numerous fundraising conferences and planned giving groups around the country. Below are upcoming speaking engagements currently on our schedule! Also, if you need to deliver a presentation, PG Calc can help!

CalenderList

Effective Marketing of Bequests for Smaller Planned Giving Programs

Effective Marketing of Bequests for Smaller Planned Giving Programs
Our VP, Bill Laskin, will be instructing a session at The Sixteenth Annual Comprehensive Planned Giving Conference on September 21, 2017Read More
Speaking Engagements
September 21, 09:30AM EST
Milwaukee, WI

Effective Marketing of Bequests for Smaller Planned Giving Programs

Effective Marketing of Bequests for Smaller Planned Giving Programs
Our Marketing Services Director, Andrew Palmer, will be instructing a session at The 29th Northwest Planned Giving Roundtable Annual Conference onRead More
Speaking Engagements
September 28, 01:40PM EST
Portland, OR

Charitable Gift Annuities and CRTs

Charitable Gift Annuities and CRTs
Mike will be presenting at the NAD Conference. Read More
Speaking Engagements
August 09, 01:30PM EST
Tucson, AZ

Positioning Your Fundraising Program for the Future of Planned Giving

Positioning Your Fundraising Program for the Future of Planned Giving
Change is not coming – it’s here! Our donors are experiencing change in every aspect of their lives. The tax laws are being rewritten, theRead More
Speaking Engagements
September 27, 12:00PM EST
Hunt Valley, MD

Getting Bequests Right from Prospect Identification to Realization

Getting Bequests Right from Prospect Identification to Realization
Mike will present at the 29th Annual Summer Symposium. Read More
Speaking Engagements
August 29, 01:30PM EST
Englewood, CO

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
May 04, 10:45AM EST
Cleveland, OH

Gift Acceptance Policies

Gift Acceptance Policies
Jeff will present at the Northern California All Day Conference on gift acceptance policies. Read More
Speaking Engagements
May 05, 01:45AM EST
San Francisco, CA

Gifts of Retirement Plan Assets

Gifts of Retirement Plan Assets
As of the end of 2014, Americans held nearly $25 trillion in their retirement plans. That's "trillion" with a "t." Not only is the value of the assetsRead More
Speaking Engagements
November 17, 12:00PM EST
Saint Paul, MN

Positioning Your Fundraising Program for the Future of Planned Giving

Positioning Your Fundraising Program for the Future of Planned Giving
Mike Valoris presentes at the New Jersey Planned Giving Day in Woodbridge, NJ on June 6. Read More
Speaking Engagements
June 06, 03:45PM EST
Iselin, NJ

Top Techniques for Identifying Your Very Best Planned Giving Prospects

Top Techniques for Identifying Your Very Best Planned Giving Prospects
Mike Valoris presentes at the Western Regional Planned Giving Conference in Costa Mesa, CA  Read More
Speaking Engagements
June 02, 03:45PM EST
Costa Mesa, CA

The Pooled Income Fund at 45 - Consider the Possibilities

The Pooled Income Fund at 45 - Consider the Possibilities
Gary and Jeffrey present at the Planned Giving Group of New England All Day Conference. Read More
Speaking Engagements
May 13, 01:15PM EST
Boston, MA

Bequests - Who Wants to Make Them & How to Get Them

Bequests - Who Wants to Make Them & How to Get Them
Bequests - Who Wants to Make Them & How to Get Them Read More
Speaking Engagements
April 28, 01:15PM EST
Houston, TX

Meeting State CGA Requirements

Meeting State CGA Requirements
Meeting State CGA Requirements, presented by Edie Matulka and Mike Valoris at ACGA 2016 in St. Louis, MO on April 7. Read More
Speaking Engagements
April 07, 01:30PM EST
St. Louis, MO

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving

Getting out of the Liberal Arts Bubble; Future Trends in Planned Giving
Speaking Engagements
July 13, 01:00PM EST
Amherst, MA

Pooled Income Fund Speech at PGGNE

Pooled Income Fund Speech at PGGNE
Pooled Funds are cool.   Come and hear more about them! Read More
Speaking Engagements
May 13, 01:45PM EST
Boston, MA
CalenderList

August 2017

09
Charitable Gift Annuities and CRTs: Tucson, AZ
Speaking Engagements
Down
Charitable Gift Annuities and CRTs: Tucson, AZ
Speaking Engagements
Up
01:30PM ET
Loews Ventana Canyon Resort, 7000 N. Resort Drive, Tucson, AZ 85750
29
Getting Bequests Right from Prospect Identification to Realization: Englewood, CO
Speaking Engagements
Down
Getting Bequests Right from Prospect Identification to Realization: Englewood, CO
Speaking Engagements
Up

Mike will present at the 29th Annual Summer Symposium.

Read More
01:30PM ET
200 Inverness Dr. W, Englewood, CO 80112

September 2017

21
Effective Marketing of Bequests for Smaller Planned Giving Programs : Milwaukee, WI
Speaking Engagements
Down
Effective Marketing of Bequests for Smaller Planned Giving Programs : Milwaukee, WI
Speaking Engagements
Up

Our VP, Bill Laskin, will be instructing a session at The Sixteenth Annual Comprehensive Planned Giving Conference on September 21, 2017 from 9:30-10:30AM CDT. His presentation will discuss how to best market and manage beneficiary designations.

Read More
09:30AM ET
Italian Conference Center, 631 E. Chicago Street, Milwaukee, WI 53202

Free parking is available in south lot.

27
Positioning Your Fundraising Program for the Future of Planned Giving: Hunt Valley, MD
Speaking Engagements
Down
Positioning Your Fundraising Program for the Future of Planned Giving: Hunt Valley, MD
Speaking Engagements
Up

Change is not coming – it’s here! Our donors are experiencing change in every aspect of their lives. The tax laws are being rewritten, the political environment is unsettling, technology can be daunting, and the world stage is worrisome...

Read More
12:00PM - 01:30PM ET
PSA Financial, Susquehanna Room (6th Floor), 11311 McCormick Rd., Hunt Valley, MD 21031
28
Effective Marketing of Bequests for Smaller Planned Giving Programs : Portland, OR
Speaking Engagements
Down
Effective Marketing of Bequests for Smaller Planned Giving Programs : Portland, OR
Speaking Engagements
Up

Our Marketing Services Director, Andrew Palmer, will be instructing a session at The 29th Northwest Planned Giving Roundtable Annual Conference on September 28, 2017 from 1:40PM-2:40PM PDT. His presentation will focus on effective marketing strategy for small planned giving programs. If you have any questions before or after his session, please see him at PG Calc's booth.

Read More
01:40PM ET
Hilton Portland and Executive Tower, 921 SW Sixth Avenue, Portland, OR 97204

Note that times are for the Pacific Time Zone.