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Client Services


Monday – Friday

8:30 – 6:00 ET


The Client Services team provides assistance for PG Calc’s software clients.

Our Client Services Team

Samantha Akiha, Client Services Advisor

Jeffrey Frye, Associate Director for Gift Planning

Michael Heep, Client Services Advisor

Kara Morin, Director of Client Client Services

Jay Pacitti, Client Services Advisor

Jackie Robertson, Client Services Assistant

Jen Wickham, Senior Client Services Advisor

The Client Services team:

  • Provides support for Planned Giving Manager (PGM)PGM Anywhere, GAM Anywhere, and GiftCalcs, our web-based planned gift calculator
  • Assists with questions on how to use the software, gift planning concepts and understanding donor objectives in order to produce the appropriate illustrations
  • Supports GiftWrap and Bequest Manager, including use of the software and how to track and administer planned gifts in compliance with regulations and best practices
  • Provides assistance with Service Contract matters such as billing, name changes, adding and lapsing licenses, and providing software updates

Hot Topics

GiftWrap and Bequest Manager Updates 4/24/21

This GiftWrap and Bequest Manager release includes numerous improvements.

On July 5, we announced our latest release of GiftWrap and Bequest Manager. This release focused on fixes, small enhancements, upgrading of components, and overall usability.

New features include:

  • A new field has been added to Charity Setup allowing you to suppress “old” data in Verify.
  • QCD asset type is a new option under Assets allowing you to filter by gifts funded with QCD assets.
  • The time from prenote to EFT payment is now configurable. Previously, if a payment address had been prenoted, the prenote field was hardcoded requiring 11 days from the prenote date to the current date in order for an EFT payment to be produced.
  • Under Compute PIF Market Values, you may select multiple pooled income funds and compute the market values.

These enhancements and others are further detailed in the GiftWrap 4.3.7 and Bequest Manager 1.3.7 Release Notes. Look for the Latest Product Info link at the top of your screen within the application.

Bequest Manager FAQ

No, GiftWrap and Bequest Manager licenses are concurrent. This means, for example, if your organization has two licenses, only two people can logon simultaneously but any number of individuals may have login credentials and can take turns using the software.

Yes, licenses may be reassigned to different users by contacting Client Services. Licenses may not be reassigned to a different organization.

The GiftWrap License is a click-thru agreement and the text can be viewed any time in GiftWrap or Bequest Manager by clicking Help on the Menu Bar, clicking Index, and typing “License” in the Keyword field. 

The License Fee is a one-time fee, and the Service Fee is renewable annually.

Our guarantee to:

  • Keep the software current with all tax, regulatory, and related changes that affect planned gifts, compliance and tax forms; software updates.
  • Unlimited telephone and email support.
  • Complimentary software orientations.
  • A monthly eRate eNewsletter.
  • A quarterly Calc-U-Letter.

How Can We Help?

If you have a technical question, we can help. If you have a question about our software, we can help. If you have a question about anything planned giving, we can help! Contact our Client Services team for help with Bequest Manager.
Senior Director of Planned Giving Services

Contact Kara Morin

Have a question or feedback for us? Our team is ready to help.