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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

Insight

Feb 17, 2026

March IRS Discount Rate: 4.8%

In this month's eRate newsletter:

Featured Article: Groundhog Day All Over Again – Annual Updates for Review in February
Quick Tip: Import Trust Market Values in GiftWrap
From the Blog: The RMD – Timing Is Everything; Plan Your Postmark
Time to Update Your PIF Valuation Rate for 2026 PIF Rate
Don’t Rush to Transmit 1099-R File to IRS
Meet the New Form 8283

Read Now

groundhog image by thomas jarrand unsplash

Groundhog Day All Over Again: Annual Updates for Review in February

Congratulations, you’ve made it through the gauntlet of calendar year-end activities! But before you sigh with relief, here’s a list of annual items that should be reviewed. These are ideally completed in the peaceful window between the mailing of your 1099-Rs to annuitants in January and the filing of 1099-Rs with the IRS in March.

Read the Article

ringing alarm clock with "QCD?" on the face

PG Calc Blog Post

Feb 17, 2026

The RMD: Timing Is Everything

A question from a client came up about a donor who was turning 73 in the calendar year using their Individual Retirement Account (IRA) to fund a charitable gift. Would a qualified charitable distribution (QCD) taken in the year the donor turns 73 but before the donor’s actual 73rd birthday count toward the Required Minimum Distribution (RMD) for that year? For instance, can a donor turning 73 on December 31st establish a QCD charitable gift annuity (CGA) on December 1st and still have it count toward their RMD?

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mailbox with ice - image by rebecca-hansen - unsplash

PG Calc Blog Post

Feb 13, 2026

Plan Your Postmark: Operational Changes at USPS Can Affect Gift Dates

In 2025 the US Post Office made a quiet shift in its operations that resulted in some gifts handed to the US Post Office on December 30th and 31st being postmarked in January. Donors and charities should be aware of this change, as the mailbox rule to establish a gift date for a mailed check relates to when the postmark is applied not when the US Post Office came in possession of the mail.

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PG Calc Webinar

Feb 26, 2026

Using Donor Surveys in Planned Gift Marketing

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. Russell James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

PG Calc Free Webinar Recording

Jan 29, 2026

Endowment Building Q&A (FREE RECORDING)

A healthy endowment empowers a nonprofit to invest in its future and enhance its mission. It provides the financial stability that facilitates long term planning. It enables a charity to fully pursue its work in good times and bad. In this webinar, Gary Pforzheimer reviewed the five key keystones to building a robust endowment, then answered endowment-related questions.

Watch the Recording

Free White Paper

February 2026

The Five Keystones of Endowment Building

Endowments are powerful tools allowing nonprofit organizations to plan for the future and achieve larger goals than would be possible without them. Building an endowment requires time, consistency, accuracy, and institutional commitment, but the rewards can be nearly incalculable. In this white paper, learn about the five keystones needed for an endowment to achieve its maximum potential.

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Free White Paper

Jan 21, 2026

Ready, FIRE, Aim! A Framework to Start Marketing Planned Giving Today

Momentum matters more than perfection in planned giving marketing. In this white paper, we challenge the myth that planned giving marketing must be perfect to be effective. This marketing framework helps organizations that are tired of waiting and ready to start seeing more bequests and other planned gifts. You’ll learn how to start before you feel ready, build momentum quickly, and improve your marketing in motion, where real progress actually happens.

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