PG Calc Home | PG Calc

What We Do

FIND MORE PROSPECTIVE DONORS

Marketing Services

We can help you reach and engage with prospective donors through a sophisticated blend of traditional and online marketing initiatives. We work with you to customize the ideal marketing approach for your audience, drawing for a range of available platforms.

Learn More about Marketing Services

Improve your planned giving program

Consulting

Our experts will help you build upon your program's strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Wheather your program is small or large, basic or sophisticated, we can help you enhance your efforts.

Learn More about Consulting

Get more gifts

Gift Illustrations

We can provide you with tools and expertise you need to effectively present the benefits of a planned gift to your prospective donors, to create gift annuity agreements and gift calculations, and to help your donor understand what type of planned gift makes most of sense for them.

Learn More about Gift Illustrations

Steward donors and be in compliance

Gift Administration

Ensure efficient and effective gift administration by outsourcing the work to PG Calc. By combining our decades of planned giving expertise with state-of-the-art tools like GiftWrap, we can fulfill all of your stewardship and compliance needs.

Learn More about Gift Administration

What's New

Insight

Oct 15, 2024

November IRS Discount Rate: 4.4%

In this month's eRate newsletter:

Featured Article: Next Generation Planned Gifts
Quick Tip: Identifying Gifts with Incomplete Information in GiftWrap
From the Blog: Counting What Counts
See You in Orlando at CGP
Webinar Topics for 2025 Coming Together

Read Now

Shaping Tomorrow report graph showing how survey responders prefer to be described

Next Generation Planned Gifts

As they reshape philanthropy, the Millennial and Gen Z generations are prioritizing social impact, embracing technology, and seeking innovative ways to engage in their giving. A new report, Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving, offers new insights. Both Millennials and Gen Z are shaping the future of philanthropy, but there are distinct differences between the generations.

Read the Article

abacus crissy-jarvis-gdL-UZfnD3I-unsplash

PG Calc Blog Post

Oct 11, 2024

From the Blog: Counting What Counts

Planned giving programs are accountable to their organizations and donors. Doing that requires that we count … count something, but what? There are at least three different approaches to calculating the “value” of a planned gift, each designed for a specific purpose. Here is an integrated approach to counting planned gifts as a component of all fundraising.

Read the Blog Post

Checklist for Success with New CGAs and Planned Gifts

Free Checklist

Oct 8, 2024

Checklist for Success with New CGAs and Planned Gifts

New charitable gift annuities and other planned gift types require more coordination and information than other types of gifts, but they’re almost always worth it. The biggest source of new CGAs is those donors who already have one, so it pays to manage them well. PG Calc has developed a Checklist for Success to help you make the process easy for your donors and your organizational partners.

Download the Checklist

PG Calc Webinar

Oct 24, 2024

Inspiring Major Gifts of Assets: The Science and the Sentences

Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!

Software Training

Oct 28, 2024

Gift Planning with PGM Anywhere - Advanced (IN PERSON - Orlando, FL)

This full-day seminar before the 2024 CGP Conference in Orlando, Florida explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.

Software Training

Nov 13-14, 2024

PMG Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

PG Calc Q&A Recording

Sep 26, 2024

Qualified Charitable Distributions Revealed – FREE Q&A

Kara Morin and Jeff Lydenberg presented a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts, including the essentials of these gifts, advice on promoting QCDs to donors, and potential pitfalls. They then took questions from the audience. You can watch the recording and view the presentation slides.

Watch the Recording