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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

May 15, 2025

June IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Quick Tip: Add Your Charity’s Logo to PGM Anywhere Presentations
From the Blog: Is This the Worst Gift Annuity Ever Written?
PG Calc’s Ann McPherson Awarded PGGNE Distinguished Service Honor
ACGA Keeps Rates the Same and Clarifies CGA Regulations in Georgia
Foundation Source Acquires Giving Place Platform for Private Foundations and Family Offices

Read Now

Underwater Gift Annuities: Don’t Go Down with the Ship!

We frequently hear about so-called “underwater gift annuities” from our clients. The annuitant (who is frequently the donor) has probably lived well past his or her original life expectancy, but the sponsoring charity is still obligated to continue making annuity payments for as long as the annuitant is still alive. This is not an unusual occurrence. We hear this same sad story again and again. How did this happen? How does the sponsoring charity manage the situation going forward? And does the charity have any options at this point?

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PG Calc hotline to our Client Services team - image of a red hotline phone

PG Calc Blog Post

May 14, 2025

Is This the Worst Gift Annuity Ever Written?

A charitable gift annuity is a split-interest gift, an arrangement between the sponsoring charity and the donor. The donor makes a significant contribution to the charity – typically at least $10,000, and frequently much more – and the charity agrees to make payments to one or two persons for the rest of their lives. We see a lot of good charitable gift annuities that have been written over the years, but we’ve also seen some highly questionable examples. Is this the worst gift annuity ever written?

Read the blog post

PGGNE award presentation to Ann McPherson's family

PG Calc News

May 7, 2025

PG Calc's Ann McPherson Awarded PGGNE Distinguished Service Honor

At the Planned Giving Group of New England (PGGNE) All-Day Conference on May 7th, the entire family of Ann McPherson, Ann's PG Calc family, and New England's planned giving community celebrated Ann McPherson as the posthumous recipient of the PGGNE David M. Donaldson Distinguished Service Award, which was presented to Ann's husband, Neil McPherson. In his presentation remarks, PG Calc President Gary Pforzheimer described Ann's 20-year planned giving career working with hundreds of organizations, including four years serving on the PGGNE Board.

Software Update

May 30, 2025

GiftWrap and Bequest Manager Updated 5/30/2025

GiftWrap and Bequest Manager were updated on May 30, 2025. Please clear your browser cache before logging in. These releases focus on fixes, small enhancements, upgrading components, and overall usability. These enhancements and others are detailed in the Release Notes. Look for the Latest Product Info link at the top of your screen within the application. If you have any questions, please do not hesitate to contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com. We look forward to helping you get the most out of GiftWrap and Bequest Manager.

New White Paper

Apr 15, 2025

So, You Sold Your Cow for a Handful of Magic Beans. Now What?

In this new white paper by PG Calc Senior Advisor Craig Wruck, he outlines the eight characteristics of a successful planned giving program and a strategy to stay focused on the fundamental best practices of planned giving rather than letting yourself be distracted by magical solutions, like AI, black box data analysis, or the latest twist on crypto currency.

Read Now

Software Training

Jun 10-11, 2025

Planned Giving by the Numbers (ONLINE 6 hours over 2 days)

Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.

Software Training

Aug 14-15

Gift Planning with PGM Anywhere Introductory and Advanced

Join us for in-person trainings this August in Boston! Gift Planning with PGM Anywhere Introductory and Advanced will be held August 13 and 14 at the Wyndham Boston Beacon Hill (discount rate available). Attend either class or both and gain invaluable hands-on experience using case study examples from our experts and with your peers.
Gift Planning with PGM Anywhere Introductory: Wednesday, Aug. 13, 9:00 am - 4:00 pm ET
Gift Planning with PGM Anywhere Advanced: Thursday, Aug. 14, 9:00 am - 4:00 pm ET