Everything You Need in Planned Giving

Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

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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.

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.

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.

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.

What's New

Software Update
Oct 25, 2024

PGM Anywhere Has Been Updated

On Friday evening, we updated PGM Anywhere. The new features are already installed and ready to use. 

  • Nine new property types and ability to choose up to 3 property types at a time
  • Autosave option and save case prompt options 
  • Six QCD templates
  • and more

The GiftCalcs webtool is now available again as well.

5 Strategies for an Impactful Planned Giving Website
Free Guide
Oct 23, 2024

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.

Free Marketing Guide

What’s the Secret to Marketing for DAF Gifts?

Grants from donor advised funds (DAFs) accounted for a whopping $52.6 billion in 2022, and they continue to grow in popularity with donors. What’s the secret to success when marketing to your donors to direct their DAF grants to your charity? The key is making sure they understand how DAFs work and helping them understand the importance of succession planning for their DAF funds.

PG Calc eRate Newsletter - Nov2024
Insight
Oct 15, 2024

November IRS Discount Rate: 4.4%

In this month's eRate newsletter:

  • Featured Article: Next Generation Planned Gifts
  • Quick Tip: Identifying Gifts with Incomplete Information in GiftWrap
  • From the Blog: Counting What Counts
  • See You in Orlando at CGP
  • Webinar Topics for 2025 Coming Together
Shaping Tomorrow report graph showing how survey responders prefer to be described
Featured Article
Oct 15, 2024

Next Generation Planned Gifts

As they reshape philanthropy, the Millennial and Gen Z generations are prioritizing social impact, embracing technology, and seeking innovative ways to engage in their giving. A new report, Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving, offers new insights. Both Millennials and Gen Z are shaping the future of philanthropy, but there are distinct differences between the generations.

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PG Calc Blog Post
Oct 11, 2024

From the Blog: Counting What Counts

Planned giving programs are accountable to their organizations and donors. Doing that requires that we count … count something, but what? There are at least three different approaches to calculating the “value” of a planned gift, each designed for a specific purpose. Here is an integrated approach to counting planned gifts as a component of all fundraising. 

Checklist for Success with New CGAs and Planned Gifts
Free Checklist
Oct 8, 2024

Checklist for Success with New CGAs and Planned Gifts

New charitable gift annuities and other planned gift types require more coordination and information than other types of gifts, but they’re almost always worth it. The biggest source of new CGAs is those donors who already have one, so it pays to manage them well. PG Calc has developed a Checklist for Success to help you make the process easy for your donors and your organizational partners.

Let Us Help You...

Whether you are an existing client who wants more help, or you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.

Contact Gary Pforzheimer

or fill out the form for more information