Everything You Need in Planned Giving

Since 1985, 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.

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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.

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.

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.

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.

What's New

pan balance scale
PG Calc Blog Post
Sept 21, 2022

Predicting Planned Giving Performance

Measuring planned giving revenue is complicated, and we know it’s nearly impossible to correlate current fundraising activity to dollars received today. However, you can identify the patterns – the rhythm and metrics – associated with success in planned giving. Those patterns can help build a powerful case for investment in planned giving.

PG Calc eRate newsletter - October 2022
Insights
Sept 16, 2022

October IRS Discount Rate: 4.0%

In this month's eRate:

  • Featured Article: The New IRS Rules on Inherited IRAs Could Increase Attractiveness of Charitable Giving
  • Quick Tip: Termination of a Gift Annuity in PGM Anywhere
  • Washington, DC – Live and In-Person Training Sessions in November!
Andrew Palmer, Director of Marketing Services
PG Calc Webinar
Sept 22, 2022

Planned Giving Marketing: What Works!

Andrew Palmer, PG Calc’s Director of Marketing Services, will explore the marketing tactics that are working for today’s planned giving programs. He will share best practices identified from PG Calc research into some of the nation’s most successful planned giving programs.

BatchCalcs sample letter - Fenway School
Improve Your Mailings

Customize Your Fall Mailings with BatchCalcs Gift Illustrations

If you’re looking to solicit gift annuities, BatchCalcs is a powerful tool to personalize your mailing campaigns with gift information based on each prospect’s specific age and target gift amount. Discover the potential impact of BatchCalcs on your fall mailings.

Featured Article
Sept 14, 2022

New IRS Rules on Inherited IRAs Could Increase Attractiveness of Charitable Giving

Earlier this year, the IRS released proposed regulations affecting required minimum distributions (RMDs) for inherited IRAs and the considerable financial penalty (up to 50%!) for failure to take an RMD. The upside is that this enhances the attractiveness of testamentary CGAs or CRTs funded by IRAs.

Software Training
September 28-29

GiftWrap Fundamentals (Online, 6 hours over 2 days)

GiftWrap Fundamentals includes an overview of the functionality and structure of the software, gift administration, understanding the Record Death function, payments and taxes, and reporting.

The class is intended for new users as well as those with experience, but no formal GiftWrap training.

Software Training
Oct 6, 2022

PGM to PGM Anywhere - FREE (Online)

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere. Register now to learn more!

Software Training
October 11-12

GiftWrap Advanced Reporting (Online, 6 hours over 2 days)

GiftWrap Advanced Reporting focuses on advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities, with discussion of both the “how” and the “why.”

It is intended for those with more experience with the GiftWrap Software.

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.

Contact Gary Pforzheimer

or fill out the form for more information