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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

Free Info Session

Aug 10, 2022

The Secret to Endowment Fundraising: How Endowment Sub-Accounting Can Help You Close and Steward Endowment Gifts

Join our free info session with PG Calc President Gary Pforzheimer as he walks you through PG Calc's sub-accounting solutions with an eye toward fundraisers' needs to to report to donors and their families. He'll show you common mistakes to avoid and tips to make sure you look good.

PG Calc Webinar

Aug 25, 2022

How to Jump Start Your PG Program: A Case Study

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? Jeff Lydenberg will work through a case study drawn from his consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. This webinar will cover how to identify what is holding your program back.

Insights

July 15, 2022

August IRS Discount Rate: 3.8%

In this month's eRate:

Featured Article: Summer Planned Giving Housekeeping
Quick Tip: Summer Picking a Mortality Table in PGM Anywhere
2010CM Mortality Table Added to PGM Anywhere and PGM Desktop
Free Webinar Recording Available: Implications of the New IRS Mortality Table and New ACGA Rates

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Free Trial

Start Your Free Trial of Bequest Manager!

Building a comprehensive bequest pipeline requires consistent tracking, projections calculations, and relationship management. Administering that pipeline with ad-hoc spreadsheets can be inconsistent, confusing, and make it easier to drop the ball over the years. Our Bequest Manager software is specially designed to help ensure the success of your bequest program.

Start Your Trial

PG Calc Blog Post

July 14, 2022

Good News About New York Maximum Annuity Rates for Q3 2022

The maximum annuity rates allowed by New York for gift annuities issued to NY donors in Q3 of 2022 increased enough that charities can offer the ACGA rates to NY donors of single-life annuities funded from July 1, 2022 to September 30, 2022. The story is less rosy for deferred gift annuities.

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White Paper

Aug 1, 2022

NEW White Paper: Planned Giving Direct Mail Insights for 2022

So, is direct mail for planned giving dead as we know it? Check out Andrew Palmer's NEW white paper on the surprising power of direct mail appeals and how they can drive engagement from your donors.

Download Now

Housekeeping Photo by Lucas Van Oort Unsplash

Summer Planned Giving Housekeeping

For many shops, particularly those with a June 30th fiscal year, fundraising activity hits a slump in the dog days of summer. If you’re experiencing a lull in proposal drafting and donor visits in July and August, but your finance team has not yet roped you into annual reporting responsibilities, here is some PG housekeeping that can be attended to in this quiet time.

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Training

Aug 17-18, 2022

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

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

Training

Sept 21-22, 2022

In Person PGM Anywhere Introductory / Advanced - Boston, MA

Using our web-based software, PGM Anywhere, you will gain invaluable hands-on experience using case study examples to illustrate gift options. This class will be held IN PERSON in Boston, and special rates will be available at the Wyndham Boston Beacon Hill hotel.
9/21: Introductory
9/22: Advanced