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PG Calc is currently migrating its phone system to a new provider. If you have trouble reaching our staff
please email us at support@pgcalc.com if you need immediate assistance with your software,
info@pgcalc.com if you have an inquiry about our software or services and would like to reach
our Sales team, or call at our temporary number 203-292-4141. Sorry for any inconvenience.

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.

Learn More about Marketing Services

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.

Learn More about Consulting

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.

Learn More about Gift Illustrations

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.

Learn More about Gift Administration

What's New

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.

Read Now

One Big Beautiful Bill Act – The More Things Change…

On July 4th, President Trump signed into law HR 1, the One Big Beautiful Bill Act (OBBB). Although the financial and tax impact on donors will vary, there is little in the OBBB that directly affects charitable gift planning, and the bill does not include many legislative priorities championed by the charitable sector. Here is a summary of a few key individual taxpayer provisions of the OBBB along with some observations about the impact they could have on your work with donors.

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FREE Webinar Recording

July 22, 2025

Webinar Recording – What the One Big Beautiful Bill Act Could Mean for Gift Planning

On July 22, PG Calc President Gary Pforzheimer and Senior Advisor Craig Wruck presented a free webinar explaining the provisions of the new tax law that might affect charitable giving. In addition to presenting the details of these changes, they provided context for understanding how these changes are likely to influence donor behavior. We hope it leaves you better-prepared to answer your donors’ questions about the new tax law and better-equipped to promote planned gifts effectively.

Free Recording and Handouts

PG Calc blog series: BDQ - The Big Dumb Questions of Planned Giving

PG Calc Blog Post

July 15, 2025

BDQ #10: Retained Life Estates – Who Says You Can’t Have Your Cake and Eat It Too?

For many donors, their home is one of the most highly appreciated assets they will ever own. But there’s a rub: their home is also highly useful as a personal residence and, if they give it away, they’ll have to find another place to live. But what if there was a way for your donor to give their personal residence now and continue to live there and enjoy it for the rest of their lives? Enter the redoubtable but often overlooked Retained Life Estate.

Read the Blog Post

Insight

July 15, 2025

August IRS Discount Rate: 4.8%

In this month's eRate newsletter:

July 22 FREE Webinar – What the One Big Beautiful Bill Act Could Mean for Gift Planning
Quick Tip: Fill Your Free Tech Role in PGM Anywhere
PGM Anywhere Technology and Accessibility Upgraded
Foundation Source Celebrates 25 Years and Welcomes Pacific Foundation Services to the Foundation Source Family
Cake and Turkey: Stewarding Donors on Birthdays and Thanksgivings

Read Now

Software Training

Aug 13-14

Gift Planning with PGM Anywhere Introductory and Advanced (Boston)

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

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? Should you pivot to all-email campaigns, or has social media finally proven its value as a channel? 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 will unveil the survey results, explore best practices, and shed light on what the data tells us about the future of planned giving marketing.

Software Training

Sep 10-11, 2025

PGM Anywhere and Charitable Remainder Trusts (ONLINE)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely (4 hours over 2 days).

Free CGA Calendars

Updated for 2025

Free CGA State Annual Filing Calendars

Updated for 2025, these calendars outline important filing dates for each state that regulates charitable gift annuities (CGAs). Download PG Calc’s free charitable gift annuity Annual Filing Calendars now to ensure you’re staying compliant with state regulations and avoiding penalties. There are two versions for charities with a fiscal year ending December 31 and June 30.

Download Now