Everything You Need in Planned Giving

For 36 years, 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.
Endowment Sub-Accounting Info Session

Tips and Traps with Endowment Sub-Accounting

Gary Pforzheimer outlines what you need to know.
Take a Fresh Look

Take a Fresh Look

Take a fresh look at your planned giving website with a free evaluation.

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?




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.




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.




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.




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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For the past 26 years, PG Calc has continued to represent for me the gold standard for planned giving calculation software—staying up to date on the latest legislative changes and adapting their offerings nimbly in sync with the ever-changing nuances of the field. My relationship with the PG Calc support team has been helpful to me throughout my career, as I evolved from rookie to seasoned veteran, and always has something to teach me about creative ways to employ their various products for useful purposes."

Pete Congleton
Director of Planned Giving
Hartford Hospital


    PG Calc Now Offers Endowment Sub-Accounting

    Multilevel sub-accounting is critical for organizations that want to combine gifts in their endowments for investment purposes, but must maintain detailed records of individual gifts for accounting and donor reporting purposes. PG Calc now offers sub-Accounting solutions for endowments, planned giving, and pooled income funds.

  • NEWS


    A Case Study in Focused Donor Advised Fund Fundraising

    In 2019, Fred Hutchinson Cancer Research Center started the internal conversation on how it could increase the amount of Donor Advised Fund gifts received each year. From creating a task force that included members from every team in its Philanthropy department, to examining all aspects of how Donor Advised Funds were handled, to creating better plans for marketing and recording these gifts, Fred Hutch changed its thought process around Donor Advised Funds. Learn from the person who led this project, Renee Kurdzos, Fred Hutch’s Executive Director, Planned Giving, what has worked for Fred Hutch and how Donor Advised Funds went from afterthought to rallying cry for its fundraising team.

    Renee Kurdzos

    Webinar Details

    DATE: May 27, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Renee Kurdzos, Senior Consultant, PG Calc


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

Contact Gary Pforzheimer:

888-497-4970 E-mail

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