Everything You Need in Planned Giving

For over 35 years, 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.
Start Fresh With New Marketing in 2021

Start Fresh in 2021

See how PG Calc's marketing can find you more donors in 2021 and get $600 off our set-up fee.

Find More Donors

Effective marketing to motivate donor prospects to act.

Start A Planned Giving Program

Are you set up for success from the start?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?
medical stethoscope

Flat Pricing for 2021

PG Calc has committed to no pricing increases in 2021 to help our clients during the pandemic.
Take our Satisfaction Survey

Take our Satisfaction Survey

We want to hear from you. Please take 5-10 minutes to share your opinions in our Satisfaction Survey.

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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 from a range of available platforms.

more

 

IMPROVE YOUR PLANNED GIVING PROGRAM

Our experts will help you build upon your program’s strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Whether your program is small or large, basic or sophisticated, we can help you enhance your efforts.

more

 

GET MORE GIFTS

We can provide you with the 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 donors understand what type of planned gift makes the most sense for them.

more

 

STEWARD DONORS AND BE IN COMPLIANCE

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.

more

 

Get useful planned giving insights every month

Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more!

Subscribe To Our Monthly Newsletter

 


 

For the past 26 years, PG Calc has continued to represent for me the gold standard for planned giving calculation software—staying up to date on the latest legislative changes and adapting their offerings nimbly in sync with the ever-changing nuances of the field. My relationship with the PG Calc support team has been helpful to me throughout my career, as I evolved from rookie to seasoned veteran, and always has something to teach me about creative ways to employ their various products for useful purposes."

Pete Congleton
Director of Planned Giving
Hartford Hospital

  • FEATURED SERVICE

    PG Calc Now Offers Endowment Sub-Accounting

    Multilevel sub-accounting is critical for organizations that want to combine gifts in their endowments for investment purposes, but must maintain detailed records of individual gifts for accounting and donor reporting purposes. PG Calc now offers sub-Accounting solutions for endowments, planned giving, and pooled income funds.

  • NEWS

  • WEBINAR

    Charitable Lead Trusts: No Time Like The Present

    In 2007, Barbara Dodd Anderson made a $128.5 million gift to the George School, thought to be the largest gift ever to a secondary school. How did she structure her gift? She used a step charitable lead annuity trust.

    You may have only a few legitimate lead trust prospects in your pool of supporters, but it takes only one lead trust to make a big difference to your organization. When a lead trust opportunity presents itself, you want to be sure to recognize it and maximize your chances of closing the gift. To help you on your way, join PG Calc Vice President Bill Laskin will discuss lead trust basics, tax considerations, and planning opportunities. He will also explore why right now is a particularly opportune time for wealthy donors to be considering one of these gifts, as well as spend time discussing the grantor lead trust, which has appeal for wealthy and non-wealthy donors alike.

    Bill Laskin

    Webinar Details

    DATE: January 28, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Bill Laskin, Vice President, PG Calc

  • SOFTWARE UPDATES


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.
Gary Pforzheimer
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?