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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

PG Calc FREE Webinar

Sep 26, 2024

Qualified Charitable Distributions Revealed – FREE Q&A

Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.

Zoltar photo by hulki okan tabak unsplash

QCD Law Update: Where Are We Now, Remaining Ambiguities, and Peering Into the Future

Here we are some 20 months after the passage of the Legacy IRA Act, and questions remain. That law updated Section 408(d)(8) of the Internal Revenue Code to allow Qualified Charitable Distributions (QCD) from IRAs to fund charitable gift annuities and charitable remainder trusts. After all this time, there remains some ambiguity.

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Insight

Aug 15, 2024

September IRS Discount Rate: 4.8%

In this month's eRate newsletter:

PG Calc Celebrates the Life of Dear Friend and Colleague Ann McPherson
PGM Anywhere Quick Tip: Exporting Files
From the Blog: BDQ #9 – Can I Pay My Pledge With a QCD? How About With My DAF?
Things We Are Following: Whose Law Governs?
Here’s Why: Using Extracts from the CGA Manual to Reorient Your Donors

Read Now

Blue bus with "DAF" on the grill - image by Lucas Van Oort - Unsplash

Free Marketing Guide

Aug 1, 2024

What’s the Secret to Marketing for DAF Gifts?

Grants from donor advised funds (DAFs) increased 9% from 2021 to 2022 and accounted for a whopping $52.6 billion in 2022, and they continue to grow in popularity with donors.

What’s the secret to success when marketing to your donors to direct their DAF grants to your charity? The key is making sure they understand how DAFs work and helping them understand the importance of succession planning for their DAF funds.

Read Now Free

Software Training

Sep 10-11, 2024

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.

finger pushing a "Planned Giving" button

PG Calc Blog Post

From the Blog: BDQ #9 – Can I Pay My Pledge With a QCD? How About With My DAF?

Two questions commonly asked by donors, one simple answer:

“Yes. Yes, you can!”

Of course, there’s a bit more to it. Let’s take this opportunity to explore a little deeper.

Read the Blog Post

Software Training

Sep 25-26, 2024

GiftWrap Introductory (ONLINE 6 hours over 2 days)

This 2-day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.