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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.

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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.

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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.

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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.

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What's New

Insight

Feb 19, 2025

March IRS Discount Rate: 5.4%

In this month's eRate newsletter:

Featured Article: All Boats Were Lifted: 2024 Another Strong Year for Traditional Investments
eRate Refresh
GiftWrap Quick Tip: Correcting Form 1099-Rs for Gift Annuities for Prior Tax Years
From the Blog: New York Annuity Rates Will Remain Below ACGA Rates Through At Least 6/30/2025
When Is the Best Time for QCD/RMD Marketing?

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All Boats Were Lifted: 2024 Another Strong Year for Traditional Investments

Last year at this time, we were talking about how well traditional investment portfolios had done in 2023. So how did traditional investment portfolios do in 2024? As it turns out, they did quite well. Roughly speaking, the investment performance for traditional investment portfolios in 2024 was a repeat of the robust performance in 2023. Let’s take a look at some of the details.

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New White Paper

Feb 3, 2025

The Five Keystones of Endowment Building

Endowments are powerful tools allowing nonprofit organizations to plan for the future and achieve larger goals than would be possible without them. Building an endowment requires time, consistency, accuracy, and institutional commitment, but the rewards can be nearly incalculable. In this white paper, learn about the five keystones needed for an endowment to achieve its maximum potential and why each is critical to support an endowment.

Read the White Paper

PG Calc Blog Post

Jan 31, 2025

ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025

New York has announced its maximum one-life annuity rates applicable to immediate gift annuities issued to New York donors from January 1, 2025 through June 30, 2025. All these rates remain well above the corresponding maximum annuity rates suggested by the American Council on Gift Annuities (ACGA). We have spot-checked these rates over a range of typical ages and deferral periods, and in every case, the New York maximum rate is well above the corresponding ACGA rate.

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PG Calc Webinar

Feb 27, 2025

Navigating Your AI Transformation

In "Navigating Your AI Transformation," Nathan Chappell offers a deep dive into the ongoing journey of AI integration within nonprofit organizations, particularly focusing on its implications and opportunities in the fundraising sector. Additionally, Nathan will address common concerns and questions regarding AI, such as privacy, ethical considerations. The session aims to equip attendees with practical insights on leveraging AI responsibly to optimize and innovate in their operational and strategic endeavors, ultimately driving more informed and effective fundraising practices.

Software Training

Mar 5-6, 2025

Lead Trust School (ONLINE 6 hours over 2 days)

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Insight & Education

2025

2025 PG Calc Webinars and Trainings

We have finalized the 2025 PG Calc Webinar topics, presenters, and dates. You can now register for individual webinars or the whole series here. To register for the series, select one of the "2025 Series" options on the registration page for any of the 2025 webinars.

The PG Calc software training schedule for 2025 is also available. You can register for our virtual and in-person trainings here.

We look forward to seeing you at our webinars and trainings in the New Year!

New Web Tool

NEW! Find Best Asset Widget Now Available

The Find Best Asset website widget is now available. This donor-facing plug-in can go on any planned giving website. The widget asks donors a series of simple questions, then uses the answers to recommend the best asset for them to use to fund an outright gift or charitable gift annuity: cash, appreciated securities, or a qualified charitable distribution (QCD). It's a great way to get your donors thinking about different types of assets they could donate and start gift conversations.

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