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

Training
Jan 18-19, 2022

PGM Anywhere and Gift Annuities

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities.

Free Guide
Jan 14, 2021

Download 5 Keys to Success When Processing Estate Gifts

Learn how to keep your bequest program organized to ensure your organization receives all the money it deserves.

IRA
Featured Article
Jan 11, 2022

A Practical Approach to Receiving IRA Bequest Distributions

Collecting the funds, when a donor makes a charity the beneficiary of an IRA, can be challenging. There has been much discussion about IRA administrators who, with a few exceptions, require charitable beneficiaries to establish an IRA account to receive a distribution from the donor’s IRA, 401(k), 403(b) or other qualified plan.

 

 

 

Webinar
Jan 27, 2022

Gifts of IRA Assets and Other Qualified Plans

This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death.

Careers
Dec 15, 2021

PG Calc is Hiring a Director of Client Services

The Director of Client Services oversees the department responsible for providing support, training, and communications for PG Calc’s software clients. 

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

or fill out the form for more information