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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

New White Paper

Feb 3, 2025

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 and why each is critical to support an endowment.

Read the White Paper

PG Calc Blog Post

Jan 31, 2025

ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025

New York has announced its maximum one-life annuity rates applicable to immediate gift annuities issued to New York donors from January 1, 2025 through June 30, 2025. All these rates remain well above the corresponding maximum annuity rates suggested by the American Council on Gift Annuities (ACGA). We have spot-checked these rates over a range of typical ages and deferral periods, and in every case, the New York maximum rate is well above the corresponding ACGA rate.

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Insight

Jan 15, 2025

February IRS Discount Rate: 5.4%

In this month's eRate newsletter:

Featured Article: Bigger Is Not Always Best, or Even Better
Quick Tip: PGM Anywhere Has New Save Prompts
From the Blog: Pledge to Make a QCD
PGM Desktop Updated with 2025 Federal Tax Schedules
2025 Webinars Finalized, 2025 Software Training Registration Open
Hooray, It’s 1099-R Season Again!

Read Now

pan balance showing $100 bills and pennies weighing roughly equal amounts

Bigger Is Not Always Best, or Even Better

You’re preparing an illustration, or maybe a marketing piece, and want to show the potential tax savings – both income and capital gains – from a planned gift. How are you going to select the tax rates? It’s certainly appealing to show the largest possible tax savings, which argues in favor of using the highest possible tax rates: 37% for income tax and 20% for capital gains. Here’s the rub: very few taxpayers fall into the 37% tax bracket. Even fewer also fall into the 20% capital gains bracket.

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Software Training

Feb 5-6, 2025

PGM Anywhere and Charitable Remainder Trusts (ONLINE 4 hours over 2 days)

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. This class will be taught remotely.

Insight & Education

2025

2025 PG Calc Webinars and Trainings

We have finalized the 2025 PG Calc Webinar topics, presenters, and dates. You can now register for individual webinars or the whole series here. To register for the series, select one of the "2025 Series" options on the registration page for any of the 2025 webinars.

The PG Calc software training schedule for 2025 is also available. You can register for our virtual and in-person trainings here.

We look forward to seeing you at our webinars and trainings in the New Year!

PG Calc Software Updated

Jan 6, 2025

PGM Desktop Updated 1/6/25

PG Calc is pleased to announce a new release of Planned Giving Manager, our desktop gift planning software. PGM 7.7B includes the indexed federal tax schedules for 2025 and minor adjustments to the Gift Annuity Agreement narrative.

PGM Anywhere, our web-based gift illustration software, was updated with these changes on 12/6/24.

Contact Client Services at 888-474-2252 or support@pgcalc.com if you have questions about this latest software update.

New Web Tool

Dec 19, 2024

NEW! Find Best Asset Widget Now Available

The Find Best Asset website widget is now available. This donor-facing plug-in can go on any planned giving website. The widget asks donors a series of simple questions, then uses the answers to recommend the best asset for them to use to fund an outright gift or charitable gift annuity: cash, appreciated securities, or a qualified charitable distribution (QCD). It's a great way to get your donors thinking about different types of assets they could donate and start gift conversations.

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