November 13, 2017 Blended Gifts Lunch & Learn Materials 
Maine Planned Giving Council's "Blended Gifts" Powerpoint
Sharpe Group's "The Emergence of Blended Gifts:  Are Boomers Finally Booming?"
Sharpe Group's "How Blended Gifts Can Lead to Larger Gifts"
Kaspick & Company's "Maximize Your Donors' Impact Using Blended Gifts"

NACGP March 31, 2020 Webinar
"Cues and Clues . . . Responding Now to What Prospects Tell You are Impediments to Giving"
 Webinar Recording
Webinar Slides
Related Resources
CGP Conference 2019 Paper

NACGP May 19, 2020 Webinar
"Talking About Death:  Planned Giving & End of Life Planning"
Webinar Recording
Webinar Slides
Discussion Questions

PG Calc Oct 22, 2020 Webinar
"The Social Work of Fundraising - Meaningful & Frank Conversations That Lead to Great Gifts"
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
Answers to Follow-up Lunch N Learn Questions
Follow-up Lunch N Learn Notes
Example of a Member Profile

Maine Planned Giving Council Feb 24, 2021 Lunch N' Learn discussing PG Calc's Webinar
"Charitable Lead Trusts: No Time Like The Present"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
Charitable Lead Trust Summary Chart
PGM Chart Super-Grantor 6% CLAT no prior taxable gifts
PGM Chart Grantor 6% CLTs
PGM Chart Non-Grantor 6% CLAT no prior taxable gifts
PGM Chart Super-Grantor optimized CLTs
PGM Chart Grantor optimized CLTs
PGM Chart Non-Grantor optimized CLTs

Maine Planned Giving Council Mar 31, 2021 Lunch N' Learn discussing PG Calc's Webinar
"Strategic Conversations Lead to Major and Planned Gifts"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
Karen Osborne's "Asking Strategic Questions.org" Handout

Maine Planned Giving Council Apr 27, 2021 Lunch N' Learn discussing PG Calc's Webinar
"The Retained Life Estate: A Most Underutilized Gift"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
RLE Policy + RE Questionnaire
Webinar Poll Results

Maine Planned Giving Council June 2, 2021 Lunch N' Learn featuring Pentera's President and CEO Claudine A. Donikian, JD, MBA
"Donor Stories in Planned Giving Marketing - To Use or Not to Use"
Whitepaper Handout

Maine Planned Giving Council Aug 19, 2021 Lunch N' Learn featuring The Stelter's Company's President Nathan Stelter
CCPG’s PDF Link "Debunking 4 Common Myths Surrounding Planned Giving"

Maine Planned Giving Council Aug 26, 2021 Lunch N' Learn discussing PG Calc's Webinar
"What Should My Donors Do With Their Retirement Assets"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
Webinar Poll Results

Maine Planned Giving Council Oct 26, 2021 Lunch N' Learn
"Conference and Lunch N' Learn Takeaways"
"25 Conversation Starter Questions with Donors" Handout 

Maine Planned Giving Council Nov 9, 2021 Lunch N' Learn discussing PG Calc's Webinar
"Important Year-end Charitable Giving Strategies"
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page
Webinar Poll Results
Lunch & Learn Outline

Maine Planned Giving Council Feb 17, 2022 Lunch N' Learn discussing PG Calc's Webinar
"Gifts of IRA Assets and other Qualified Plans"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council Mar 31, 2022 Lunch N' Learn discussing PG Calc's Webinar
"Should My Organization Have a Life Income Program"
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council May 23, 2022 Lunch N' Learn discussing PG Calc's Webinar
"Checklists to Help Make the Gift Happen"
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council July 19, 2022 Lunch N' Learn discussing PG Calc's Webinar
"The Top Ten Lessons Learned from the Front Lines"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council August 18, 2022 Lunch N' Learn discussing PG Calc's Webinar
"Marketing Testamentary Gifts"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council September 15, 2022 Lunch N' Learn discussing PG Calc's Webinar
"How to Jump Start your PG Program: A Case Study"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council January 18, 2023 Lunch N' Learn discussing PG Calc's Webinar
"The Essential Gift Annuity: Seven Things You Need to Know"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council February 16, 2023 Lunch N' Learn discussing PG Calc's Webinar
"Asking Your Donor for Their Largest Gift Ever: A Bequest"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

PG Calc’s Free Q&A Webinar “Bequest Administration and a Little Beyond”
Webinar Recording

Maine Planned Giving Council May 18, 2023 Lunch N' Learn discussing PG Calc's Webinar
"CRTs - Moving from Discussion to Completion"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council June 1, 2023 Lunch N' Learn
"Retirement Jeopardy"
Presentation

Maine Planned Giving Council August 16, 2023 Lunch N' Learn discussing PG Calc's Webinar
"Fundraising Metrics are the Worst! (And How to Fix Them)"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page
Whitepaper
Q&A

Maine Planned Giving Council September 20, 2023 Lunch N' Learn discussing PG Calc's Webinar
"Taxation Basics for Gift Planners"
Webinar Recording
Webinar Outline
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council November 16, 2023 Lunch N' Learn discussing PG Calc's Webinar
"Gifts From Your Donor's Other Wallet - A Primer on Gifts of Non-Cash Assets"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council December 6, 2023 Lunch N' Learn discussing PG Calc's Webinar
"Donor-Centric Marketing"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council March 28, 2024 Lunch N' Learn discussing PG Calc's Webinar
"Maximize Impact: Unveiling the Power of QCDs"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page
PG Calc’s CGA Decision Tree 2024
PG Calc’s Outright Gift Decision Tree

Maine Planned Giving Council April 24, 2024 Lunch N' Learn discussing PG Calc's Webinar
"Because That's Where the Money Is: Attracting Gifts from Donor Advised Funds"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page
DAF Conversation Recommendations
DAF Definition
Give Chariot

Maine Planned Giving Council May 22, 2024 Lunch N' Learn discussing PG Calc's Webinar
"A Surprisingly Flexible Way to Give: Three Flavors of Deferred Gift Annuity"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page
CGA Case Studies
CGA FAQs
CGA Rates 24-01-01

PG Calc’s May 30, 2024 Q&A Webinar “Gift Annuity Regulations and Compliance”
Webinar Recording

Maine Planned Giving Council June 4, 2024 Lunch N' Learn
"Planned Giving vehicles from a 30,000 foot view”
Powerpoint Slides 1 Per Page

Maine Planned Giving Council July 30, 2024 Lunch N' Learn discussing PG Calc's Webinar
"Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council October 8, 2024 Lunch N' Learn discussing PG Calc's Webinar
"The Key to Repeat Gifts: Great Gift Administration and Stewardship"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council November 20, 2024 Lunch N' Learn discussing PG Calc's Webinar
"Inspiring Major Gifts of Assets: The Science and the Sentences"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council December 19, 2024 Lunch N' Learn discussing PG Calc's Webinar
"Show Me the Money: Financial Terms for Fundraisers"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council January 7, 2025 Lunch N' Learn discussing PG Calc's Webinar
"How to Manage Planned Giving Leads with Ruthless Efficiency"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page

Maine Planned Giving Council February 20, 2025 Lunch N' Learn discussing PG Calc's Webinar
"What to Give? QCD, Cash, or Stock"
Webinar Recording
Webinar Slides 1 Per Page or 3 Per Page
PG Calc Funding Asset Analysis Tool URL (Slide 39)
PG Calc CGA Decision Tree
PG Calc Outright Gift Decision Tree
QCD BC Receipt Example
QCD UOMF Receipt Example