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.

Contact Us

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

White Paper Cover: The 5 Most Common Mistakes Made With Planned Giving Websites
Free White Paper
Jan 26, 2023

The 5 Biggest Mistakes You Can Make With Your Planned Giving Website

In this free white paper, Andrew Palmer, PG Calc Director of Marketing Services, reviews the mistakes most often made on planned giving websites and gives suggestions on how to fix them. If you have ever wondered why your website underperforms, this might be the key to improving your online presence. 

PG Calc eRate February 2023
Insights
Jan 17, 2023

February IRS Discount Rate: 4.6%

In this month's eRate:

  • Featured Article: Thou Shalt Not Alter Thy Gift Annuity Agreements
  • GiftWrap Quick Tip: Printing 1099-R Tax Forms
  • PGM Anywhere Updated with New ACGA Rates as of Jan. 1
  • Most NY Maximum Annuity Rates Remain Higher than ACGA Rates in Q1
PG Calc white paper cover image: Is Crypto Worth It?
Free Now
Jan 18, 2023

Is Crypto Worth It? Digital Currencies and Planned Giving in 2023

Our latest white paper, written by PG Calc Senior Consultant Craig Wruck, provides in-depth analysis on the nature of cryptocurrency gifts, their usefulness to planned giving programs, and potential downsides these asset classes can present to an unprepared institution. 

Ten Commandments sculpture LA courthouse - Levi Meir Clancy - Unsplash
Featured Article
Jan 17, 2023

Thou Shalt Not Alter Thy Gift Annuity Agreements

This question comes up from time to time: can the non-profit organization that is sponsoring charitable gift annuities modify its templates for the gift annuity agreements? Whatever interest there is – however well-intended – our general recommendation is NO! – don’t do it – don’t even think about doing it, except, of course, on the advice of your legal counsel. Let’s discuss some of the reasons why.

PG Calc FREE Webinar
Jan 12, 2023

What You Need to Know About the New Legacy IRA Act

In this FREE webinar presented on January 12, Kara Morin, PG Calc Director of Client Services, talked through the requirements and limitations that apply to the new QCD options, and she shared our answers to the many practical questions our clients are asking us. She also reviewed other changes that likely will affect the size and timing of some QCD gifts, followed by a Q&A with PG Calc's team of experts.

Software Training
Feb 2, 2022

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. Register now to learn more!

Software Training
Feb 8-9, 2023

PGM Anywhere and Charitable Remainder Trusts (Online)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. 

Software Training
Feb 14-15, 2023

PGM Anywhere & Advanced (NY In Person)

Gain invaluable hands-on experience using case study examples to illustrate gift options in PGM Anywhere in our Introductory class and/or go beyond the basics as we review advanced gift planning techniques in our Advanced class.

PGM Anywhere Introductory Feb. 14 in New York City

PGM Anywhere Advanced Feb. 15 in New York City

 

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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