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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

CALENDAR

October 3, 2023

Download PG Calc's New CGA Annual Filing Calendar

If your charity is issuing gift annuities, use our free compliance calendar to keep track of key deadlines in the states in which you are registered. We’ve developed two versions of the calendar, depending on whether your organization’s fiscal year ends in June or ends in December.

Click below to download now!

Download Now

Insight

Sep 15, 2023

October IRS Discount Rate: 5.4%

In this month's eRate newsletter:

Featured Article: Are You “Wasting” Your Time? Focus on Fundraising
Quick Tip: Only the Good Die Young – CGAs and the Undistributed Investment in Contract
Things We Are Following: Above-the-Line Charitable Deduction
Who’s Afraid of Big Dumb Questions? Certainly Not PGGNE!

Read Now

curves ahead sign photo by mark konig unsplash

Are You “Wasting” Your Time? Focus on Fundraising

Read your job description. What is your primary responsibility? Does your title include Planned Giving Officer, Development Officer, Advancement Officer, Major Gift Officer, or similar terms? The principal concern and obligation of such a position is to attract voluntary support to advance the mission of a non-profit organization. But often, support functions prevent fundraisers from focusing on the most important part of their job: fundraising.

Read the Article

PG Calc blog series: BDQ - The Big Dumb Questions of Planned Giving

PG Calc Blog Post

Sep 12, 2023

BDQ #6: Why Would Someone Make a Planned Gift?

Isn’t it obvious? There are as many reasons why someone would make a planned gift as there are donors. What is more – spoiler alert – if you want to know why someone makes a planned gift, just ask them!

The myriad reasons a donor might make a planned gift can be arranged into categories...

Read the Blog Post

White Paper

September 11, 2023

Why Your Marketing Will Never Close a Planned Gift

In this white paper, PG Calc Director of Marketing Services Andrew Palmer outlines a strategy to start donor conversations, strike the balance between giving donors just enough information to ask questions without overwhelming them, provide avenues for major potential donors flying under the radar to self-identify, as well as how and when to measure the success of your marketing efforts.

Read Now

PG Calc Free Webinar

Sep 28, 2023

Fundraising for Endowment Q&A (Free)

How do you make sure you have best practices in place for raising money from endowments? What are some common mistakes to avoid? PG Calc President Gary Pforzheimer answered these questions and more during this hour-long Q&A webinar about endowment fundraising and sub-accounting. Watch the free recording.

Watch the Recording

Software Training

Oct 18-19, 2023

GiftWrap Advanced Reporting (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 31-Nov 1, 2023

PGM Anywhere Introductory & Advanced (In Person) Chicago, IL

Introductory Oct. 31: Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of PGM Anywhere.

Advanced: Nov. 1: 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 of Planned Giving Manager.