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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

PG Calc Webinar

Dec 14, 2023

Marketing Planned Gifts – Q&A Webinar (FREE)

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

Insight

Nov 15, 2023

December IRS Discount Rate: 5.8%

In this month's eRate newsletter:

Featured Article - PG Calc QCD Survey: Many Charities Report Closing CGAs Funded With a QCD
Quick Tip: Setting Investment Assumptions in PGM Anywhere
Things We Are Following: Indexed Tax Items and QCD Limit Increases for 2024
New Year, New Filing Requirement: IRS Lowers Bar for Mandatory E-Filing

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PG Calc QCD Survey: Many Charities Report Closing CGAs Funded With a QCD

A new gift planning opportunity became available thanks to the Legacy IRA Act: funding a CGA or CRT with a QCD from one’s IRA. Our Client Services and Gift Administration teams have noticed a recent increase in the number of new CGAs funded with a QCD. This pattern piqued our interest. To investigate the popularity of this new gift option further, we sent out a survey to a broad fundraising audience. Here's what we found.

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Free Guide

Nov 11, 2023

The Real Story Behind Donor Stories

There’s no question that good donor stories are among the best marketing tools we have for fundraising – and particularly for planned giving. So, what makes a donor story compelling? What makes it impactful? And what’s the best way to use it effectively?

In Andrew Palmer's Guide, he will show you why donor stories play such an important role in planned giving marketing. Download now!

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mixing chemicals image by alex kondratiev unsplash

Free Download

The Formula for Successful Repeat Gifts

Happy donors are repeat donors. This is particularly true for donors who establish charitable gift annuities. What’s the formula for success to bringing in these repeat gifts? The secret is keeping all the key players in step with one another. Read now to understand the steps each party needs to play in order to build a pattern of success that can be repeated to keep those gifts coming.

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SOFTWARE UPDATE

Nov 3, 2023

GiftWrap and Bequest Manager Updated 11/3/23

This release of GiftWrap and Bequest Manager includes fixes, small enhancements, upgrading of components, and overall usability improvements. Be sure to clear your browser cache before logging in. These enhancements and others are further detailed in the GiftWrap 4.3.6 and Bequest Manager 1.3.6 Release Notes. Look for the Latest Product Info link at the top of your screen within the application.

PG Calc Blog Post

Oct 27, 2023

New York Max Annuity Rates Legislation Signed into Law!

It has been a long time coming, but New York legislation that should greatly reduce the likelihood that any of its maximum annuity rates will be lower than the corresponding maximum rate suggested by the American Council on Gift Annuities (ACGA) has finally become law.

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Software Training

Dec 7, 2023

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.

PG Calc Blog Post

BDQ #7: Why Would an Organization Want to Have a Planned Giving Program?

If you’re reading this, chances are you’ve already come up with your own reasons why your organization ought to have a planned giving program. But what do you say to your boss? Your board of directors? Your fundraising colleagues? Let’s consider the case for planned giving. A vigorous planned giving program provides many benefits – both tangible and intangible.

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