January 18, 2023 MPGC Lunch ‘N Learn
10:30 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar "The Essential Gift Annuity: 7 Things You Need to Know"
presented by Edie Matulka, Senior Consultant at PG Calc

"One reason gift annuities are popular is that they are relatively simple to establish. However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures. Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program."

Maine Planned Giving Council Lunch ‘N Learn Hosts

Audrey klein-leach

Senior Vice President, Senior Trust Officer and Relationship Manager, Camden National Wealth Management

rick wells

Director, Planned Giving, Ocean Conservancy