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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

PG Calc News

Mar 15, 2025

PG Calc Turns 40!

March 15, 2025 marks the 40th anniversary of PG Calc. It all started when students Gary Pforzheimer and Winston Jones and recent grads Mary Pforzheimer and Bill Laskin worked together in the Harvard University planned giving office. Forty years later, PG Calc has evolved into a full-service software and services company that helps over 2,200 clients and charities with their planned giving. We are so proud of the work we do on behalf of the thousands of clients and charities we support, and we thank our clients for making us a part of their planned giving success. Our team shared their thoughts, memories, t-shirts, and reflections about our 40th anniversary.

Watch Our Video

Insight

Mar 17, 2025

April IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Featured Article: Private Letter Rulings and Planned Giving: Yes, You Need to Know This
PG Calc Turns 40!
PGM Anywhere Quick Tip: Search Everything, All at Once
Quick Tip: GiftWrap Makes It Easy to Manage the Start Date for Flexible Gift Annuities
New PGM Anywhere Release Can Compute Present Values of Projected Amounts
Discount Rate Election: Choose Wisely, Then Notify the IRS
Now You Should Rush: E-File Your 1099-Rs with the IRS

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Private Letter Rulings and Planned Giving: Yes, You Need to Know This

The Internal Revenue Service defines a private letter ruling, or PLR, as a statement issued to a taxpayer that interprets and applies tax laws to the taxpayer's specific set of facts. A PLR is issued to establish with certainty the federal tax consequences of the applicant’s tax question, and the findings are binding on the IRS. PLRs are important to planned giving to understand innovative gift planning opportunities. Certain unique planned giving options are now more common based on the PLR outcomes, such as flexible and step gift annuities, reinsured charitable gift annuities, commuted payment gift annuities, and more.

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PG Calc Blog Post

Mar 17, 2025

What’s The Difference Between The Gift Annuity Rate And The Discount Rate?

We get this question from time to time. The gift annuity payout rate is used to determine the annuity payment amounts. The annuity payout rate is typically a suggested rate by the American Council on Gift Annuities (ACGA), and the annuity payout rate is based on the life expectancy of the annuitant. The IRS discount rate is used to calculate the donor’s charitable deduction. The IRS discount rate is published monthly, and it is based on the average interest rate for medium-term United States Treasury Bonds. The higher the discount rate, the larger the charitable deduction.

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PG Calc FREE Webinar

Mar 27, 2025

Why Would My Organization Want Its Own DAF Program? (FREE)

Donor-advised funds have become a major source of charitable dollars that continues to grow. More and more charities are sponsoring their own DAF programs. New technology is making it easier than ever for charities to offer the convenience and flexibility of DAFs to their own donors. Why would my organization want to do that? How have others fared? What rules have they put in place? Will a DAF attract new donors and/or larger donations? Attend this webinar to learn the answers.

PG Calc Software Updated

Mar 14, 2025

PGM Anywhere Updated on 3/14/25

The release of PGM Anywhere 18.0.0 includes:

Present values of projected amounts
Accessibility improvements
Show password option

Free Guide

Mar 12, 2025

Nine Mistakes You Might Be Making in Endowment Sub-Accounting

Sub-accounting is a critical part of managing an endowment and stewarding gifts. In our 40 years of planned giving, we at PG Calc have seen it all – so, we put together a list of the nine most common mistakes you might be making in your endowment sub-accounting. These are the pitfalls that we see organizations struggle with most often.

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Software Training

Apr 9-10, 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.