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

PG Calc eRate Aug2024
Insight
July 16, 2024

August IRS Discount Rate: 5.2%

In this month's eRate newsletter:

  • Quick Tip: Clearing Cache Clears Away Problems
  • From the Blog: Medaling Mortality Tables - Gold, Silver and Bronze Choices for FASB 
  • Things We Are Following: New Iowa Law Establishes Favorable Death Benefit Recovery Rules 
  • GiftWrap Release Includes Numerous Improvements 
  • Updated NY Max Annuity Rates Not Yet Available, But Should Not Be a Concern 
tea leaves image by rajat sarki unsplash
Featured Article
July 15, 2024

Reading the Tea Leaves in Giving USA’s 2024 Report on Philanthropy

Americans gave a record $557 billion in charitable gifts during 2023, according to The Giving USA Report that has been conducted and reported consistently for decades. Rather than a mere scorecard for the previous year, the real value of the Report is the interesting glimpses it can provide into Americans’ giving, allowing us to draw inferences about long-term giving trends and the likely impact of current events on giving.

Paris 2024 image by luca dugaro unsplash
PG Calc Blog Post
July 10, 2024

From the Blog: Medaling Mortality Tables: Gold, Silver and Bronze Choices for FASB

If you’re a charity following the Financial Accounting Standards Board (FASB) recommendations for calculating the liability of your split interest agreements, you have an important choice to make at the end of each fiscal year: which mortality table to use to calculate your liabilities. For charities looking for an opinion on which mortality table to choose, we’re happy to offer a ranking of our preferred mortality tables from bronze to gold.

Endowment Accounting Case Studies
CASE STUDIES
June 20, 2024

Multiplying the Benefits of Endowment Sub-Accounting – Mini Case Studies

When it comes to understanding the impact endowment sub-accounting can have on a charity, seeing is believing. Our clients share the real-world challenges they faced and how they overcame them in these mini case studies. 

Read these mini case studies to see how the sum can be greater than its parts:

PG Calc Knowledge Base
June 17, 2024

Gifts from Inherited IRAs

A donor who inherits an IRA also inherits the ability to use the IRA to make qualified charitable distributions (QCDs), along with the limitations of this gift type. To make a QCD contribution to charity, the beneficiary of the inherited IRA must be at least age 70 ½ at the time of the QCD. The age of the IRA’s original owner is not relevant, nor is the inheritor’s age at the time of the decedent’s death.

Andrew Palmer, Director of Marketing Services
PG Calc Webinar
July 25, 2024

Marketing Planned Gifts – Q&A Webinar (FREE)

What are the current trends in planned giving marketing? Should I do a donor survey? Are newsletters still effective? What is working and on what channel? Get all your planned gift marketing questions answered for free by Andrew Palmer, PG Calc marketing expert and Director of Marketing Services, during this hour-long webinar.

Software Training
Aug 6, 2024

PGM Anywhere: Editing in Word - FREE! (ONLINE 1 1/2 hours)

PGM Anywhere calculations and narratives export to Word easily, but editing them after export can be challenging. 

In this FREE online session lasting an hour-and-a-half, we will share what we've learned about editing PGM Anywhere presentations as efficiently as possible. 

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

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