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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

Smith College Reunion - a group of proud Smithies

PG Calc Blog Post

Jan 13, 2025

From the Blog: Pledge to Make a QCD

When the qualified charitable distribution (QCD) from Individual Retirement Accounts (IRA) was first introduced in 2006, the timing for colleges and universities that push for 50th reunion gifts could not have been better. Colleges and universities that had become comfortable with marketing the multiple benefits of QCD gifts to their 50th Reunion alumni found themselves with a challenge. Would donors still be interested in this gift type if they couldn’t enjoy the benefit of applying the tax-free withdrawal towards an RMD they did not yet have?

Read the Blog Post

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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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.

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!

Software Training

Jan 21-22, 2025

PGM Anywhere and Gift Annuities (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 gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

PG Calc Webinar

Jan 30, 2025

What to Give? QCD, Cash, or Stock

How can you help your donors decide whether to fund their gift using a QCD or another asset? We will start the session by reviewing the QCD rules when making an outright gift or funding a life income plan, as well as the rules that apply to required minimum distributions (RMDs). We will then focus on the key questions you should ask your donor to help them identify the best asset for funding their gift. We will use a series of cases to demonstrate how the answers to these questions affect the relative benefits of funding a gift with a QCD, cash, or appreciated securities.

Explore PG Calc's latest planned giving website tool: Find Best Asset

New Web Tool

Dec 19, 2024

NEW! Find Best Asset Widget Now Available

The PG Calc 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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