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Pentera News
  • New CGA newsletter topic by Frank Minton now available

    Written by Frank Minton, this timely text on the most popular life-income gift vehicle highlights lesser-known real-life scenarios where a gift annuity can be ideal in meeting both personal and charitable goals.

    Learn more

  • Announcing Pentera's 2008 Comprehensive Seminar

    Pentera's Comprehensive 5-Day Planned Giving Seminar will be held August 18-22, 2008, in Indianapolis, Indiana.

    Learn more

  • Pentera's Comprehensive Seminar class of 2007


    Photo courtesy of Christopher Cox, Healthcare Charities

    Pentera's Comprehensive 5-Day seminar took place August 20-24, 2007, in Indianapolis, Indiana. Read a few remarks from this year's seminar participants…

    "My evaluation of this conference is simply stated; this was the best conference I have attended in any discipline."

    "While it was incredibly intense and at times I had to ask myself 'what in the world did I sign up for,' I must admit walking away feeling much more confident with tools and terms that I was not familiar with before."

    "The seminar was excellent. It met and exceeded my needs and was perfectly timed for my career development."

    "The sessions were an excellent combination of complexity and basic concepts. I feel much more prepared to begin my gift-planning career."

  • André gives keynote address at Washington conference

    André Donikian, JD, president and editor in chief of Pentera Inc., (bio) (speaking engagements) gave a featured keynote address at the May Planned Giving Days conference hosted by the National Capital Gift Planning Council. André’s talk, Reading the Tea Leaves: What the Numbers Are Telling Us About the Planned Giving Environment, brought attendees up to speed on such current issues as the charitable IRA rollover and Medicaid changes affecting gift planning. André has been speaking frequently this spring at engagements including Culver Academies, Planned Giving Group of Greater New York, Planned Giving Group of New England, and Planned Giving Group of Indiana.

    Come hear André speak at one of these upcoming engagements: Chicago Council on Planned Giving (May 31), Wildlife Conservation Society (June 20), Pentera’s 5-Day Planned Giving School (August), Pentera’s Advanced 3-Day Planned Giving Seminar (September).

    The Deficit Reduction Act of 2005 made major changes in Medicaid qualification requirements that will have a major impact on how we conduct gift-planning activity. IRA transfers and an IRS memo in late 2006 are also complicating the landscape. Whether it is repeal of the federal estate tax, or issues with remainder trusts, lead trusts and pooled income funds—we'll look at how your organization can avoid the mines and take advantage of the opportunities.

  • New gift annuity booklet
    Arm your donors with simple, clear reasons to consider a gift annuity beyond the obvious life-income advantage. Our new booklet, 12 Ways a Charitable Gift Annuity May Benefit You, takes a unique approach: it lists a dozen great ways a CGA may be advantageous—something for every donor! Each benefit includes a concise explanation or example. To request a sample, click here.
  • Successful strategies used by Pentera clients
    Read about the strategies our clients are using successfully in What Worked for Us.
  • Booklet cover designs
    Our booklets come in a variety of attractive cover designs that can be imprinted with your organization's logo, a photo, contact information, mission statement, etc. For more information, click here.
  • New booklets
    We have recently introduced four new booklets that are both easy for your prospects to understand and to the point.

    • Estate Planning for Physicians addresses the estate-planning process for this unique group of prospects and discusses gift-planning strategies to help physicians incorporate philanthrophy into their estate plans. To request a sample, click here.

    • Meeting Family Needs While Satisfying Philanthropic Desires explores strategies for enhancing the financial security of loved ones through good charitable planning. To request a sample, click here.

    • Givers Guide to Federal Taxes '05 is useful for donors throughout the year as they are contemplating gifts—and beyond as they prepare for April 15. To request a sample, click here.

    • Personal Involvement in Philanthropy: Choosing the Right Vehicle for Giving
      Have you been searching for a comprehensive booklet that defines private foundations, supporting organizations, and donor-advised funds and discusses the pros and cons of each? When this booklet was originally offered as a follow-up to Financial Strategies, our quarterly newsletter for attorneys, accountants, and other professional advisors, the response was so favorable that we decided to offer the booklet by itself to all our clients.

      Consider sending this booklet to all of your centers of influence. You may even find this booklet to be a valuable resource for donors and prospects who would like to retain a voice in how your organization uses their charitable gifts. To request a sample, click here.

    Custom Covers
    Of course, we're also happy to work with you to design a custom cover. If you have questions about our booklets, please click here or contact Molly Donikian, 317-875-0910, ext. 231, or by e-mail at booklets@pentera.com.

  • Guest Speaker Dyan Sublett to address relationship skills at Pentera's Planned Giving School in Indianapolis in August 2006
  • Katrina legislation materials
  • Custom year-end target mailer
  • Newsletters
  
 

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