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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

Free Guide

March 2026

Planned Giving Marketing Cheat Sheet

If you are a gift planner with limited time, you need to build awareness among your donors of more complex gift planning. You need a way to get your donors thinking beyond annual giving and supporting your mission through small, cash-only gifts and get them thinking about tapping their true wealth and creating a legacy. Here’s how to take that next step: Start Small. Think Long-Term.

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Insight

Feb 17, 2026

March IRS Discount Rate: 4.8%

In this month's eRate newsletter:

Featured Article: Groundhog Day All Over Again – Annual Updates for Review in February
Quick Tip: Import Trust Market Values in GiftWrap
From the Blog: The RMD – Timing Is Everything; Plan Your Postmark
Time to Update Your PIF Valuation Rate for 2026 PIF Rate
Don’t Rush to Transmit 1099-R File to IRS
Meet the New Form 8283

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Groundhog Day All Over Again: Annual Updates for Review in February

Congratulations, you’ve made it through the gauntlet of calendar year-end activities! But before you sigh with relief, here’s a list of annual items that should be reviewed. These are ideally completed in the peaceful window between the mailing of your 1099-Rs to annuitants in January and the filing of 1099-Rs with the IRS in March.

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PG Calc Blog Post

Feb 13, 2026

Plan Your Postmark: Operational Changes at USPS Can Affect Gift Dates

In 2025 the US Post Office made a quiet shift in its operations that resulted in some gifts handed to the US Post Office on December 30th and 31st being postmarked in January. Donors and charities should be aware of this change, as the mailbox rule to establish a gift date for a mailed check relates to when the postmark is applied not when the US Post Office came in possession of the mail.

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ringing alarm clock with "QCD?" on the face

PG Calc Blog Post

Feb 17, 2026

The RMD: Timing Is Everything

A question from a client came up about a donor who was turning 73 in the calendar year using their Individual Retirement Account (IRA) to fund a charitable gift. Would a qualified charitable distribution (QCD) taken in the year the donor turns 73 but before the donor’s actual 73rd birthday count toward the Required Minimum Distribution (RMD) for that year? For instance, can a donor turning 73 on December 31st establish a QCD charitable gift annuity (CGA) on December 1st and still have it count toward their RMD?

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PG Calc Webinar

Mar 26, 2026

The Life of a Legacy Match: Turning Inspiration Into Action

This session will provide a step-by-step guide to launching and executing a highly successful Legacy Match Program. If you've faced resistance from senior leadership in getting a Legacy Match/Challenge approved, this session will equip you with the tools, strategies, and confidence to make a compelling case. Discover how New York University leveraged a $500,000 matching pool to generate over $66 million in new bequest intentions within just 14 months—and how you can apply these insights to transform your own gift planning efforts.

Software Training

Mar 11-12, 2026

Lead Trust School (ONLINE 6 hours over 2 days)

Charitable lead trusts, while rarely executed, remain a topic of lively conversation amongst gift planners and professional advisors. 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.

Software Training

Mar 24-25, 2026

GiftWrap Introductory (ONLINE 6 hours over 2 days)

This class introduces students to fundamental 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.

Free White Paper

February 2026

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.

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Free White Paper

Ready, FIRE, Aim! A Framework to Start Marketing Planned Giving Today

Momentum matters more than perfection in planned giving marketing. We challenge the myth that planned giving marketing must be perfect to be effective. This marketing framework helps organizations start seeing more bequests and other planned gifts. Learn how to start before you feel ready, build momentum quickly, and improve your marketing in motion.

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