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

PGM Anywhere on a tablet
Software Update
June 22, 2022

PGM Anywhere Updated with New IRS Mortality Table

On June 22, 2022, PG Calc released the latest version of PGM Anywhere, our online planned gift illustration software. This release includes deduction calculations using the IRS’s new 2010CM mortality table and accessibility improvements. The same day, PG Calc released an update of Planned Giving Manager for the desktop that offers calculations based on 2010CM.

Bill Laskin
Free Webinar
June 22, 2022

Implications of the New IRS Mortality Table and New ACGA Rates

In this free webinar, we discuss the implications for gift planning of the IRS’s new 2010CM mortality table. We also discuss the new suggested maximum annuity rates published by the American Council on Gift Annuities that will go into effect July 1.

PG Calc eRate July 2022
Insights
June 15, 2022

July IRS Discount Rate: 3.6%

In this month's eRate:

  • Featured Article: Analysis of the New ACGA Annuity Rates
  • Quick Tip: You Can Simplify Logging Into PGM Anywhere
  • From the Blog: Understanding FASB Valuations and Their Role in Your Financials
ACGA logo
Featured Article
June 2, 2022

Analysis of the New ACGA Annuity Rates

We now know the details of the new rates, which the ACGA made public on June 2. The new rates replace the rates that became effective July 1, 2020. The ACGA’s decision to increase its suggested maximum gift annuity rates was triggered by the sharp rise in interest rates since the beginning of the year.

Jeffrey Frye
PG Calc Webinar
June 30, 2022

The Top Ten Lessons Learned from the Front Lines

When it comes to planned giving, PG Calc’s Client Services team has seen just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts. We have come up with our Top Ten Lessons in Planned Giving we want to share with all the dedicated gift planning professionals out there. 

PG Calc at 129 Mount Auburn Street in Cambridge, MA
We're Hiring
June 10, 2022

New Positions at PG Calc

We are seeking experienced, enthusiastic individuals with an aptitude for managing information and data while maintaining positive client relationships to join our Gift Administration team. We're hiring an Assistant and an Associate. 

We also have an opening on our Consulting team to help our clients with the regulatory compliance of their gift programs.

PG Calc Blog Post
June 15, 2022

Understanding FASB Valuations and Their Role in Your Financials

In this post we’re focusing on the value reported on the formal financial statements of your organization, commonly referred to as the “FASB valuation.” It is helpful to understand the FASB valuation and the variables that affect it.

PG Calc Blog Post
May 16, 2022

IRS Announces New Mortality Table for Computing Planned Gift Deductions

The IRS published proposed regulations that update the mortality assumptions used to compute the value of annuity interests, unitrust interests, income interests, and life estates. The updated mortality table, 2010CM, is based on data from the 2010 U.S. Census. 

Training
July 7, 2022

PGM to PGM Anywhere - FREE! (ONLINE)

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems and the accessibility of PGM Anywhere

Training
July 20-21, 2022

Planned Giving by the Numbers (ONLINE)

Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.

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

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