Everything You Need in Planned Giving

Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

Contact Us

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.

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.

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.

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.

What's New

PG Calc eRate Newsletter - Nov2024
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
Shaping Tomorrow report graph showing how survey responders prefer to be described
Featured Article
Oct 15, 2024

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.

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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. 

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.

Service Notice
Oct 15, 2024

PGM Anywhere Scheduled Maintenance Today from 7:00 pm - 11:00 pm ET

PGM Anywhere will be unavailable today, October 15th, from 7:00PM - 11:00PM ET due to scheduled maintenance. We apologize for any disruption this may cause. 

Please contact Client Services at 888-474-2252 or support@pgcalc.com if you have any questions.

Software Training
Oct 16, 2024

GiftWrap Advanced (ONLINE 4 hours over 2 days)

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities. In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

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.

Let Us Help You...

Whether you are an existing client who wants more help, or you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.

Contact Gary Pforzheimer

or fill out the form for more information