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.

Contact Us

What We Do


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


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

PG Calc eRate - April 2023
Mar 15, 2023

April IRS Discount Rate 5.0%

In this month's eRate:

  • Featured Article: Is Your Charity “Effective?” - Effective Altruism and Your Donors
  • Quick Tip: Customizing Case Access in PGM Anywhere
  • From the Blog – Big Dumb Question #1: What Is a Charitable Gift Annuity and Why Would a Donor Want One?
  • CGA or CRT?!?!? Argh!
Effective Altruism logo with a question mark
Featured Article
Mar 15, 2023

Is Your Charity “Effective?” - Effective Altruism and Your Donors

Effective Altruism encourages its followers to earn more, so they can give more and to support only the most effective charities with their giving. According to EA, an effective charitable gift benefits the most people for the least financial outlay. Do you need to worry that EA will capture your donors? They’re certainly going to try.

Free White Paper
Mar 1, 2023

How to Get Donors to Open Your Email

Download Andrew Palmer's latest marketing white paper and learn how you can grow your donor engagement with better email subject lines. It’s becoming harder and harder to stand out from the crowd and meaningfully engage donors. By applying a few key marketing principles, we can create better subject lines that will stick out in a donor’s inbox and encourage them to read your messages. t.

PG Calc zombie searching for answers
PG Calc Blog Post
Mar 15, 2023

Big Dumb Question #1: What Is a Charitable Gift Annuity and Why Would a Donor Want One?

The idea behind this occasional series we’re calling “The Big Dumb Question” (or “BDQ”) is to provide easy to understand answers to basic gift planning questions. Our very first BDQ is: What Is a Charitable Gift Annuity and Why Would a Donor Want One? At the most basic level, a charitable gift annuity is simply a promise by a charity to pay a certain amount of money to someone each year for life.

PG Calc Blog Post
Mar 9, 2023

A Deduction for Non-Itemizers? Not so fast.

Non-itemizers would be able to take advantage of an expanded charitable deduction under a bill introduced by Senator James Lankford (R-OK). “The Charitable Act” (S.566) would permit those who elect the Standard Deduction to claim an additional charitable deduction in 2023 and 2024. The proposed Charitable Act has generated excitement in the charitable sector but, before popping the champagne corks, it is important to consider political realities.

Free Guide

Gift Administration: What Is Your Role?

Good gift stewardship requires a well-thought out approach to gift administration. What are the differences between the roles of the gift officer and the finance department in this process? How do you measure success? In our updated guide, you'll read our recommendations for laying out responsibilities and determining success in a planned gift administration.

Software Training
Mar 28-29, 2023

GiftWrap Fundamentals (Online)

This new 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.

Free PG CALC Webinar
Mar 30, 2023

Bequest Administration – Q&A Webinar

Do you need advice on how to handle a tricky bequest situation? Are you new to the field and want guidance on what basic information you should receive as a bequest beneficiary? Get all your bequest administration questions answered for free by Beth Ridout, Director of Estate Administration for The Nature Conservancy. She will be joined by two of her colleagues: Kay Pitches and Nancy Stroud.

Free White Paper

The 5 Biggest Mistakes You Can Make With Your Planned Giving Website

In this free white paper, Andrew Palmer, PG Calc Director of Marketing Services, reviews the mistakes most often made on planned giving websites and gives suggestions on how to fix them. If you have ever wondered why your website underperforms, this might be the key to improving your online presence. 

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