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

abacus crissy-jarvis-gdL-UZfnD3I-unsplash

It Was Almost Too Good to be True: A Gift Annuity Program With an Average Residuum Over 100%

The client called to ask an unusual question: did the “market value” for a recently terminated charitable gift annuity (CGA) appear to be correct? The ending market value – a.k.a. the charitable remainder or residuum – was significantly higher than the original funding amount. They asserted that the terminating gift annuities in their program routinely delivered remainder amounts that were well above the original funding amounts . . .

Read the Article

CGA state-by-state regulatory category map

PG Calc Blog Post

Oct 14, 2026

Don’t Get State-Fright – Deciding Where to Issue CGAs

When charities start thinking about state regulation of charitable gift annuities (CGAs), the first question is usually: “In which states should we register?” That's a good place to start, but it should be paired with another: “Where do we need to be able to issue CGAs to have a successful program?”

Read the Blog Post

New Release

Oct 6, 2026

PGM Anywhere Updated 10/6/2026

PGM Anywhere was updated on October 6, 2026. This release includes:

Illustrations of testamentary gifts.
Estimation of transfer taxes when applicable.
Descriptions of testamentary gift benefits.

All enhancements are described in the Release Notes available from the PGM Anywhere login screen. Contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com with any questions.

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

PG Calc Blog Post

Sep 14, 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.

Free Webinar

Oct 27, 2026

Build a Compliant Endowment to Fuel Your Fundraising

On October 27 at 1:00 pm ET, PG Calc’s Gary Pforzheimer and Craig Wruck will be co-presenting a webinar, Build a Compliant Endowment to Fuel Your Fundraising, with Sutanto Widjaja and Aaron Sheklin from Farther Wealth Management. They will look at how you can unlock unrestricted gifts and build donor confidence by demonstrating a unified investment strategy and back-office compliance.

Free Webinar Recording

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