Everything You Need in Planned Giving

For over 35 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.

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?

Start Fresh in 2021

See how PG Calc's marketing can find you more donors in 2021 and get $600 off our set-up fee.

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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.

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IMPROVE YOUR PLANNED GIVING PROGRAM

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.

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GET MORE GIFTS

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.

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STEWARD DONORS AND BE IN COMPLIANCE

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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Get useful planned giving insights every month

Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more!

Subscribe To Our Monthly Newsletter

 


 

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

  • FEATURED SERVICE

    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

    PG Calc Acquires Hemmenway & Reinhardt

    On November 15, 2018, PG Calc acquired Hemmenway & Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway & Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway & Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway & Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway & Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients.

    READ MORE ABOUT THE ACQUISITION

  • WEBINAR

    The Retained Life Estate: A Most Underutilized Gift

    What if your donor could contribute their residence, receive a generous income tax deduction, and never have to call the movers? You don't have to imagine. The retained life estate is a gift plan that allows donors to donate their home or farm - often the largest asset in their estate - while retaining the right to use it for the rest of their life. This webinar will cover the essentials of a retained life estate, an often-overlooked gift plan. We will cover the basics of a retained life estate gift, review important considerations for the charity, and work through real-life examples that will prepare you to discuss this creative option with your donors.

    Craig Wruck

    Webinar Details

    DATE: March 25, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Craig Wruck, Senior Advisor, PG Calc

  • SOFTWARE UPDATES

    PGM Anywhere Update 2/11/21

    PGM Anywhere Has Four Enhanced Security Options

    In updates on January 12, 2021 and February 11, 2021 we added four options that clients can adopt to enhance their PGM Anywhere security. The January 12 update also added tax law changes for 2021.

    • Single sign-on – enables access using network login credentials
    • Two-factor authentication – access requires verification via phone, email, or text
    • IP filtering – access limited to authorized IP addresses
    • Key management service - separates management of data encryption keys from other stored data
    PGM Update 2/1/21

    PGM Desktop Includes 2021 Tax Law Changes

    On February 1, 2021, we updated Planned Giving Manager with tax tables indexed for 2021 and to incorporate the extension through 2021 of the 100% of AGI limit on deductions for cash gifts to public charities.


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
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?