We're Here to Help!

If you or your cause needs help, even if you think it might be outside of your service contract or retainer, please don’t hesitate to reach out. We understand that your organization may have been more impacted than our business. We hope we can support your mission in the unprecedented days, weeks, and months ahead.

Find More Donors

Effective marketing to motivate donor prospects to act.

Start A Planned Giving Program

Are you set up for success from the start?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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 from a range of available platforms.

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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. Whether your program is small or large, basic or sophisticated, we can help you enhance your efforts.

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GET MORE GIFTS

We can provide you with the 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 donors understand what type of planned gift makes the most sense for them.

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STEWARD DONORS AND BE IN COMPLIANCE

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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Get useful planned giving insights every month

Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more!

Subscribe To Our Monthly Newsletter

 


 

We’ve been working with PG Calc Marketing Services for more than five years and we’ve never looked back. It’s a partnership that works because of PG Calc's ability to deliver what is needed and meet CMU where we are in our marketing efforts. They make us look good and always come through for us."

Joe Bull
Assistant Vice President of Development
Carnegie Mellon University

  • CoP Survey

    PG Calc Sponsors Chronicle of Philanthropy Survey on Marketing Tools & Techniques

    Seventy-five percent of non-profits communicate with donors through both traditional and digital media. The most successful non-profits are delivering the right message to the right person, at the right time, and through the right media. Is your organization finding an effective balance? 

    The Chronicle of Philanthropy has just published their findings from a wide-ranging survey on trends in planned giving marketing.  PG Calc is pleased to sponsor this survey, and we invite you to read this informative report and find out how other non-profits are achieving this balance.  Download your free report from the Chronicle's website to learn about media mixes that work.  

  • NEWS

    PG Calc Acquires Hemmenway & Reinhardt

    On November 15, 2018, PG Calc acquired Hemmenway & Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway & Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway & Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway & Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway & Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients.

    READ MORE ABOUT THE ACQUISITION

  • WEBINAR

    Understanding Tax Issues That Can Lead to Bigger Gifts

    Are you expected to raise gifts of $50,000 or more? When discussing gifts of this size with donors, you need to think beyond just cash and publicly-traded securities. Donors at this level often own other assets with substantial value, such as real estate, business interests, partnership interests, and retirement plan assets, that can present special tax challenges. Fortunately, by understanding these challenges you can help your best donors solve them with good charitable planning.

    In this webinar, we will discuss how a donor can use a variety of charitable giving techniques to mitigate estate tax, depreciation recapture, capital gains tax, and tax on income in respect of a decedent. We’ll also touch on the impact of unrelated business income tax on a charitable gift. With a basic understanding of these issues, you’ll be in a better position to discuss with donors how a charitable gift can address their tax concerns and support a charity they care about.

    Webinar Details

    DATE: April 30, 2020

    TIME: 1:00 PM (EST)

    SPEAKER: Bill Laskin, Vice President, PG Calc

  • SOFTWARE UPDATES

    GiftWrap 4.2.18 and Bequest Manager 1.18 Released

    On November 26, 2019, PG Calc announced the latest release of GiftWrap and Bequest Manager, PG Calc's industry-leading planned gift administration platforms.  GiftWrap 4.2.18 and Bequest Manager 1.18 contain a variety of enhancements that further increase the value and utility of PG Calc’s suite of gift administration software.

    This release focuses on expanded capabilities in the areas of access and security, reporting, and overall usability. New features include: 

    • Imported bequest gifts can now be associated with selected Organizations
    • A section has been added to the Bequest Transactions report listing pending distributions
    • You can print a gift profile report for all gifts associated with a person directly from the Person Information screen
    • Encryption of documents uploaded to the Document Storage module has been enhanced

    This release also includes a variety of bug fixes, enhancing the stability and reliability of the GiftWrap and Bequest Manager applications.

    For more information, call PG Calc Client Services toll free at 888-474-2252.  Learn more about GiftWrap/Bequest Manager.

    PGM Anywhere and PGM Updated with New ACGA Rates and Indexed Tax Tables

    On November 22, 2019, PG Calc released the latest version of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. This release includes the new ACGA suggested maximum annuity rates that are effective 1/1/2020 and federal tax tables indexed for 2020. PG Calc released on November 25 an update of Planned Giving Manager for the desktop, which incorporates similar changes. Read our analysis of the new ACGA rates here.


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.
Gary Pforzheimer
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?