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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

Insight

June 17, 2025

July IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Quick Tip: Mask First Names in Compliance Reports
From the Blog: Dancing with the Taxman – Tax Reporting of Qualified Charitable Distributions
Also From the Blog: Flexible Joints – Concurrent and Consecutive Joint Annuitants
CGP Announces New IRA Charitable Beneficiary Law Passed in Indiana
Annuity Reserves and State Reserve Reporting

Read Now

Impact on Charitable Giving in the One Big Beautiful Bill Act

Just after sunrise on May 22, 2025, the House of Representatives passed HR 1, “The One Big Beautiful Bill Act” by a vote of 215 to 214. Now, the Senate is considering the 1,038-page bill and proposing changes which will go back to the House for further consideration. We’re still a long way from knowing exactly what might be signed into law. Nevertheless, here is a summary of some of the provisions – as passed by the House – that could affect charitable giving.

Read the Article

PG Calc Blog Post

June 16, 2025

Dancing with the Taxman – Tax Reporting of Qualified Charitable Distributions

The Qualified Charitable Distribution (QCD) from an IRA has become a popular way for donors who are 70 ½ or older to make charitable gifts. Unfortunately, QCD donors have found the guidance on how to report QCDs on their tax returns muddled. For the tax year 2025, the IRS has introduced a new code, Code Y, for Box 7 of Form 1099-R. This code enables an IRA administrator to identify a distribution as a QCD, allowing it to differentiate QCDs from other types of distributions.

Read the Blog Post

x-ray image of a hand making the OK sign

PG Calc Blog Post

Jun 12, 2025

Flexible Joints – Concurrent and Consecutive Joint Annuitants

The payout rate for a joint annuity or a two-life annuity is calculated based on the joint life expectancy of the two annuitants. The CGA agreement will specify if the joint annuitants receive annuity payments concurrently (at the same time) or consecutively (one after the other). The choice between concurrent and consecutive / successive joint annuitants may focus on income tax considerations for the donors and the annuitants. Here are some of the considerations for these gift structures.

Read the Blog Post

PG Calc Software Updated

June 24, 2025

PGM Anywhere Updated on 6/24/25

PGM Anywhere was updated on June 24, 2025. This release includes:

Improved accessibility
Technology upgrades
Bug fixes

All enhancements are described in the Release Notes available from a link on the PGM Anywhere login screen. If you have any questions, please do not hesitate to contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com.

FREE Q&A Recording

June 26, 2025

FREE: Gift Annuity Regulations and Compliance Q&A Webinar

Just starting to consider registering in states to issue gift annuities? Trying to make sense of the registration picture after moving to a new organization? PG Calc experts Edie Matulka, Director of Regulatory Compliance, and Julie Goldenberg Hay, Regulatory Compliance Senior Advisor, answered charitable gift annuity state registration and annual filing questions during this hour-long webinar.

Watch the Recording

Free CGA Calendars

Updated for 2025

Free CGA State Annual Filing Calendars

Updated for 2025, these calendars outline important filing dates for each state that regulates charitable gift annuities (CGAs). Download PG Calc’s free charitable gift annuity Annual Filing Calendars now to ensure you’re staying compliant with state regulations and avoiding penalties. There are two versions for charities with a fiscal year ending December 31 and June 30.

Download Now

Software Training

Aug 13-14

Gift Planning with PGM Anywhere Introductory and Advanced (Boston)

Join us for in-person trainings this August in Boston! Gift Planning with PGM Anywhere Introductory and Advanced will be held August 13 and 14 at the Wyndham Boston Beacon Hill (discount rate available). Attend either class or both and gain invaluable hands-on experience using case study examples from our experts and with your peers.
Gift Planning with PGM Anywhere Introductory: Wednesday, Aug. 13, 9:00 am - 4:00 pm ET
Gift Planning with PGM Anywhere Advanced: Thursday, Aug. 14, 9:00 am - 4:00 pm ET