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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

Sep 15, 2025

October IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Navigating the Quid Pro Quo Trap – How It Affects QCDs and DAFs
From the Blog: Can The Donor “Gift” Her Entire IRA to a Charity – Now, During Life?
Do You Need a Head Start on a “Jump Start” Trust?
Does Mentioning DAFs Encourage More Gifts? Why Testing Matters in Planned Giving Marketing
Two Tax Law Changes Present Fundraising Opportunity This Year

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IRS Headquarters in Washington DC with a red traffic light

Navigating the Quid Pro Quo Trap – How It Affects QCDs and DAFs

QCDs and DAFs are lucrative sources of philanthropic dollars available for current use. Donors often use QCDs and/or DAFs to make tax advantaged annual gifts. In addition, donors make tax smart major or even principal gifts from one of these sources. Both DAF donor advisors and QCD donors may not enjoy quid pro quo benefits that exceed the insubstantial value rules applicable to these gifts. Following tax law, even when the IRS isn’t looking, establishes the credibility and philanthropic motive underlying the preferential tax treatment of charitable gifts.

Read the Article

BatchCalcs

YEAR-END APPEALS

Leverage BatchCalcs in Your Year-End CGA Appeals

Now is the time to get a jump on marketing year-end CGAs to donors. Donors need time to start planning, and our BatchCalcs service allows you to provide each of your donors with a personalized, specific calculation in your appeal letters or emails to show the many benefits of a CGA. A more personal message is a more persuasive message. Talk to us about how we can incorporate BatchCalcs into your gift annuity mailings.

Talk about BatchCalcs

finger pushing a "Planned Giving" button

PG Calc Blog Post

Sep 15, 2025

Can The Donor “Gift” Her Entire IRA to a Charity – Now, During Life?

Professional gift planners routinely speak with donors about making charitable gifts with funds from qualified retirement plans. The IRA is a vehicle in which many Americans hold considerable wealth, and it’s only natural to ask whether some of those funds could be used for charitable gifts. It IS possible to use funds from IRAs and other retirement plans to make gifts to charities, however, there are limitations and conditions. Gift planning professionals should be familiar with these unique requirements.

Read the Blog Post

FREE PG Calc Webinar

Aug 28, 2025

Planned Giving Marketing: What Works, What Doesn't, and What's Next (FREE)

Are you wondering what strategies truly drive success in planned giving marketing? In early 2025, PG Calc surveyed our clients and colleagues in the planned giving industry about marketing strategies they are currently using: what’s effective, and what’s falling flat. In this session, Andrew Palmer unveiled the survey results, explored best practices, and shed light on what the data tells us about the future of planned giving marketing.

Watch the Recording

Software Training

Sep 23-24, 2025

GiftWrap Introductory (ONLINE)

This 2-day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.

Software Training

Oct 8, 2025

GiftWrap Advanced (ONLINE)

This 2-day (4 hours) ONLINE 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 15, 2025

Gift Planning with PGM Anywhere - Advanced (Indianapolis, IN)

This full-day, in-person seminar takes place ahead of the CGP National Conference in Indianapolis. It 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.

Free Guide

August 2025

12 Subject Line Tips to Unlock Email Open Rates

When it comes to email marketing, your subject line does the heavy lifting. Before your reader sees your carefully crafted message, compelling call to action, or beautiful design – they see just one thing: the subject line. Subject lines are the gateway to your message. This guide presents 12 proven strategies for writing more effective subject lines, tailored to the unique tone and content of planned giving communications.

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