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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Is Now Part of

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We are pleased to announce that on February 1st, PG Calc was acquired by Foundation Source, the nation’s largest provider of foundation management services for philanthropists and their private foundations. Together, the two companies will bring together the best technology, service, and philanthropic expertise to serve charities, donors, and advisors to make giving easier and more effective.

PG Calc will operate as the planned giving division of Foundation Source and will be managed by Gary Pforzheimer and our leadership team. Together with Foundation Source, our combined company is led by CEO Joe Mrak, a highly respected leader in the financial technology and wealth management industries. The company is primarily owned by GTCR, a leading private equity firm.

We will continue to offer and support PGM Anywhere and Planned Giving Manager desktop, our legendary gift illustrations software, and GiftWrap, our gift administration software, as well as our other software and services. We will keep serving our Gift Administration Services, Consulting Services, and Marketing Services clients with the same impeccable customer service you’ve always known from PG Calc. Longer term, we will take advantage of our combined resources to develop new products that support and promote philanthropy.

The same PG Calc Client Services team of planned giving experts you’ve relied on for nearly 39 years is here as we always have been, ready to help you make the most of your planned giving program and answer your planned giving questions. You can continue to use the same phone numbers, email addresses, and logins you’ve always used.

Read the press release . . .

 

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

Download Now: Decision tree to determine the best asset to fund an outright gift
FREE GUIDE
Feb 26, 2024

What's the Best Asset to Fund an Outright Gift?

What is the best way for donors to fund an outright gift? Donors who are age 70½ or older can make outright gifts with a qualified charitable distribution (QCD) from their Individual Retirement Account (IRA). These donors may wonder whether it is better to fund an outright gift with cash, appreciated securities, or a QCD. Download and use our new decision tree to ask the right questions and guide your donor conversations.

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PG Calc Blog Post
Feb 15, 2024

From the Blog: Charitable Lead Trusts – Not Just for the Super Rich

Charitable lead trusts (CLTs) are at times described as “upside-down” or “reverse” CRTs. The charitable lead trust allows for significant payments to be made to the charity or charities of one’s choice, while also providing the opportunity for significant financial benefit to accrue to the grantors’ favorite people. 

PG Calc eRate March 2024
Insight
Feb 15, 2024

March IRS Discount Rate: 5.0%

In this month's eRate newsletter:

  • Featured Article - Have Gift Annuity Benefits Peaked for Donors?
  • PG Calc News: We Are Now Part of Foundation Source
  • PGM Anywhere Quick Tip: Determining Which Summary of Benefits Chart to Use
  • From the Blog: Charitable Lead Trusts – Not Just for the Super Rich
  • Also From the Blog: New York Maximum Annuity Rates No Longer Conflict with ACGA Rate
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Featured Article
Feb 14, 2024

Have Gift Annuity Benefits Peaked for Donors?

It is no secret that the American Council on Gift Annuities (ACGA) recently increased its suggested maximum annuity rates. The new rates, which went into effect on January 1, 2024, marked the third increase in the ACGA rates in the previous 18 months. At typical annuitant ages, the current rates are roughly 1.5% higher than they were in June 2022. For example, the ACGA rate for a 75-year-old annuitant was 5.4% in June 2022 and is 7.0% today. The larger story is that today’s ACGA rates are the highest they’ve been in 15 years. What does all this mean for gift annuities?

Software Training
Feb 27, 2024

PIF K-1s - FREE! (ONLINE)

Form K-1s must be sent to all persons receiving payments from pooled income funds by April 15. But most PIF administrators try their best to send the forms by February or March at the latest. And the Pooled Income Fund Module of PG Calc’s GiftWrap makes the generation of the Form K-1s a downright manageable process. We’ll show you all the steps and review helpful hints in this training session.

Software Training
Feb 28-29, 2024

Gift Planning with PGM Anywhere (In-Person, New York, NY)

Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of your gift planning software. These classes are taught using the web-based version, PGM Anywhere.
Introductory
Wednesday, Feb. 28 
9:00 am - 4:00 pm ET
Advanced
Thursday, Feb. 29 
9:00 am - 4:00 pm ET

PG Calc Webinar
Feb 29, 2024

Maximize Impact: Unveiling the Power of QCDs

Empower your fundraising with insights into Qualified Charitable Distributions (QCDs) that will magnify the impact of your donor’s gifts, minimize their tax burden, and raise more money for your organization. This webinar will cover the nuances of both outright QCDs, QCDs to fund life income gifts, and the interplay between the two. Unlock this powerful source of gifts to raise support from current and life income gifts.

Free Guide

What is the Best Asset to Fund a CGA?

In January 2023 the option to fund Charitable Gift Annuities (CGAs) with Qualified Charitable Distributions (QCDs) became available. That means some donors now have the choice to fund a gift annuity with cash, appreciated securities, or a QCD. Download our free decision tree to get the key questions to ask your donors and help them determine the best asset to use to fund a CGA.

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