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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

Insight

July 15, 2026

August IRS Discount Rate: 5.2%

In this month's eRate newsletter:

Featured Article: Has the “Great Wealth Transfer” Finally Begun? Reading the Tea Leaves in the 2026 Giving USA Report
From the Blog: The Gift That Almost Didn’t Happen
Also From the Blog: New Jersey Accepts Actuarial Verification of Washington State Reserve Reports
Personal Connection Matters
Three Questions From Our FASB Training
New York Maximum Annuity Rates Higher for July - December 2026

Read Now

Has the “Great Wealth Transfer” Finally Begun? Reading the Tea Leaves in the 2026 Giving USA Report

The headlines following release of the Giving USA 2026 Annual Report on Philanthropy have been decidedly upbeat for a change. But before we launch a parade celebrating that our fundraising goals will effortlessly take care of themselves, it is worth pausing to look past the top-line celebratory hoopla. The real value of the Giving USA Report lies not in its function as an annual scoreboard, but rather in its capacity to illuminate long-term trends, expose underlying structural shifts, and point toward data-informed insights for smart fundraising.

Read the Article

PG Calc Blog Post

June 22, 2026

New Jersey Accepts Actuarial Verification of Washington State Reserve Reports

New Jersey reinstated an old regulation to require actuarial verification of New Jersey state reserve reports IF a charity offers flexible deferred gift annuities (FGAs). In a stunning update, New Jersey has now decided that it will accept a Washington state reserve report that has been verified by an actuary, provided that it is submitted with an unverified New Jersey or New York state reserve report and a NJ certificate of valuation.

Read the Blog Post

PG Calc Blog Post

July 14, 2026

The Gift That Almost Didn’t Happen

A longtime donor is ready to make the largest gift of her relationship with your institution. The asset is a stake in a closely held business she’s preparing to sell. She’s motivated, the timing is right, and she’s asking for help. What happens next depends on whether your institution has the infrastructure to say yes. Complex assets represent a growing share of donor wealth. Most institutions aren’t set up to accept them, and the cost is largely invisible.

Read the Blog Post

Special Report

Is Your Planned Giving Website Ready for the AI Era?

AI is changing how donors search, learn, and make decisions. Download our special report, The AI-Ready Planned Giving Website, and learn why your planned giving website is now more important than ever. This report explains how nonprofits can turn anonymous digital interest into real legacy gift conversations by using clear content, donor-friendly design, search-ready pages, interactive tools, and low-pressure lead capture.

Read the Report

Software Training

Aug 5-6, 2026

Gift Planning with PGM Anywhere - In Person (Boston)

These hands-on trainings are a great opportunity to develop your planned giving knowledge and PGM Anywhere software skills to close more gifts.
Aug. 5 Introductory Session: use case studies to introduce planned giving concepts, covering immediate and deferred gift annuities, remainder trust basics, and gifts made utilizing the IRA QCD provision for CGAs.
Aug. 6 Advanced Session: Explore advanced gift plans including flip CRUTs, retained life estates, charitable lead trusts, and gift plans using funds from traditional IRAs.

Software Training

Sept. 9, 16, 23 & 30

PGM Anywhere and Charitable Remainder Trusts (ONLINE 1 hour each day)

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 over four days for one hour each day: September 9, 16, 23, and 30.

Software Training

Sep 22 & 29, 2026

GiftWrap Introductory (ONLINE 4 hours over 2 days)

This class introduces students to fundamental 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.

Save Your Spot

Free Scorecard

Use Our Free Scorecard to Rate the AI-Readiness of Your Planned Giving Website

Donors are researching legacy gifts online before they ever contact your organization. Is your website ready to answer? Download the AI-Ready Planned Giving Website Scorecard and see how your current site measures up. This simple self-assessment will help you evaluate your planned giving website across key areas, including content, search visibility, lead capture, donor experience, accessibility, and campaign integration.

Download the Scorecard