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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

Explore PG Calc's latest planned giving website tool: Find Best Asset

New Web Tool

Dec 19, 2024

NEW! Find Best Asset Widget Now Available

The PG Calc 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.

Schedule a Conversation

Insight

Dec 16, 2024

January IRS Discount Rate: 5.2%

In this month's eRate newsletter:

Featured Article: Now What?
PGM Anywhere Quick Tip: How to Avoid Last Minute Year-End Payments
GiftWrap Quick Tip: Year End Update is Required in GiftWrap
From the Blog: The Donor Must Be the Owner
ACGA Rates Will Remain the Same
Valuation Rate for New PIFs Will Be 4.0% in 2025
New Find Best Asset Website Widget Is Available for Your Website

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PG Calc Blog Post

Dec 16, 2024

From the Blog: The Donor Must Be the Owner

We frequently work to assist our clients in situations involving married couples. In some cases, the spouses are looking to establish a 2-life charitable gift annuity (CGA), whereby they will both be donors and they will both be beneficiaries (annuitants). If the CGA is funded with cash, there also is no issue with possible income tax, because there are no capital gains involved in the transfer of cash. If the gift annuity is funded with appreciated securities, however, there can be significant tax issues tied to the long-term capital gains inherent in the appreciated securities.

Read the Blog Post

Now What?

With the … let’s just call it “excitement” … of the 2024 election now in the rearview mirror, it’s time to consider what comes next. Political swings are often accompanied by uncertainty. Charitable giving is voluntary behavior and, in the face of uncertainty, the rational choice is to postpone voluntary decisions. The savvy planned giving officer will pivot to reinforce the reasons for giving. This is an opportunity to focus on the mission and help our donors understand the difference they can make. Still, it is worthwhile to review the impact of past changes in the balance of political power on overall charitable giving.

Read the Article

FREE Software Training

Jan 9, 2025

When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE! (Online)

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. Beginning in 2024, charities generating more than 9 of these forms MUST transmit the information electronically. We’ll show you how to handle that electronic filing process quickly and easily.

Software Training

Jan 21-22, 2025

PGM 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.

Free Guide

Nov 7, 2024

Top Tips to Avoid Trouble with CGA State Compliance

Completing charitable gift annuity registrations and then maintaining them can seem daunting.

Download our Top Tips to Avoid Trouble with our advice on how to steer clear of the most common problems we see our clients encounter with their gift annuity state registrations and annual filings.

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Free Guide

5 Essential Strategies for an Impactful Planned Giving Website

With 13 years of planned giving marketing under our belts and lots of testing, we’ve identified 5 Essential Strategies for an Impactful Planned Giving Website. If you want to understand what motivates donors, connects them to your mission, educates them about planned giving, and starts donor conversations, this is the blueprint you’ve been waiting for.

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