PG Calc Home | PG Calc

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.

Learn More about Marketing Services

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.

Learn More about Consulting

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.

Learn More about Gift Illustrations

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.

Learn More about Gift Administration

What's New

Insight

Sep 18, 2026

October IRS Discount Rate: 5.6%

In this month's eRate newsletter:

Featured Article: When Are Taxes Optional?
Quick Tip: Illustrating a Gift Funded with Multiple Assets in PGM Anywhere
From the Blog: Top Five Questions about QCD CGAs – From RMDs to QLACs
Donating Real Property: Retained Life Estate vs. Charitable Remainder Trust
Early Termination of a Charitable Remainder Trust (CRT)

Read Now

Venn Diagram of planned giving showing the intersection of Death, Taxes, and Philanthropy

When Are Taxes Optional?

Benjamin Franklin wrote to a friend in 1789, “In this world, nothing is certain except death and taxes.” Ben was half right. Taxes are optional. At death, anyway. They are optional even for taxpayers with estates large enough to owe state or federal estate tax. They are also optional for taxpayers who have funds subject to income tax at their death, such as amounts remaining in their retirement accounts. The solution? Give the taxable assets to charity . . .

Read the Article

Case Study

August 2026

Consulting Case Study #3: Was Its Gift Policy Costing This Charity Millions in Support?

In this case study, see how a university’s gift acceptance policy was slowing down or impeding gifts from donors, particularly those of complex assets. See how a comprehensive gift acceptance policy review helped them streamline their gift acceptance, avoid risks, and help their fundraisers spend more time talking to donors instead of debating liability risks.

Read the Case Study

ringing alarm clock with "QCD?" on the face

PG Calc Blog Post

Sep 14, 2026

Qualified Charitable Distribution Q&A

Every week PG Calc’s Client Service Advisors field questions about QCD gifts. In this interactive session, the Client Service Advisors presented what every gift office should know about outright and life income QCD gifts. Watch the webinar recording to learn everything you need to know about QCDs, from QCD gift dates to state registration requirements. You can also access the handouts and additional resources.

Watch the FREE Recording

Software Training

Oct 7-8, 2026

GiftWrap Advanced (ONLINE 4 hours over 2 days)

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities. In addition, the class covers the CashTrac function, which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

Software Training

Oct 14, 2026

Gift Planning with PGM Anywhere - Advanced (IN PERSON) - New Orleans, LA

Join us for this in-person training ahead of the CGP National Conference in New Orleans.
When: Wednesday, October 14, 9:00 AM-4:00 PM ET
Where: New Orleans Marriott, 555 Canal Street, New Orleans, LA
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using PGM Anywhere.

Software Training

October 20 & 27, 2026

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.

PG Calc Webinar

Oct 22, 2026

The Lead Trust Paradox: Powerful for Donors, Rare in Practice – Here’s How to Change That

Charitable lead trusts offer powerful benefits to both donors and nonprofits: immediate significant funding to the charity, while ultimately returning the trust’s remainder to the donor or to family members. And yet, lead trusts remain underutilized. In this session, Alasdair Halliday will describe practical approaches he has used to overcome these barriers, expanding the designations that lead trusts can support and increasing the overall volume of these high-impact gifts.