Contact Us

Client Services


Monday – Friday

8:30 – 6:00 ET


The Client Services team can help you with:

  • How to use the software to illustrate a variety of planned gifts.

  • How to customize your software to fit your organization’s branding.

  • Gift planning concepts and understanding donor objectives in order to produce the appropriate illustrations.

  • Obtaining login credentials for PGM Anywhere.

  • Service contract matters such as billing, name changes, and adding and lapsing licenses.

Our Client Services Team

Samantha Akiha, Client Services Advisor

Brian Armstrong, Client Services Advisor

Jeffrey Frye, Associate Director for Gift Planning

Michael Heep, Client Services Advisor

Kara Morin, Director of Client Services

Jackie Robertson, Client Services Assistant

Jen Wickham, Senior Client Services Advisor


Additional Resources:

What's New

PGM Anywhere Updated 6/1/23

This release of PGM Anywhere includes:

  • Expanded messaging to provide guidance when illustrating a charitable gift annuity funded with a qualified charitable distribution (QCD).
  • Enhanced presentation content when illustrating a charitable gift annuity funded with a qualified charitable distribution (QCD).
Recent Developments

Free PG Calc Webinar Recording: What You Need to Know About the New Legacy IRA Act

In this FREE webinar, Kara Morin, PG Calc Director of Client Services, talked through the requirements and limitations that apply to the new QCD options, and she shared our answers to the many practical questions our clients are asking us. She also reviewed other changes that likely will affect the size and timing of some QCD gifts, followed by a Q&A with PG Calc's team of experts.

Watch the Webinar



PGM Anywhere Frequently Asked Questions

To log in to PGM Anywhere, go to:

We recommend you bookmark this URL for easy access.

To log in to PGM Anywhere, you will need your clientname, username and password.

Clientname is unique to your organization; username and password are unique to you. PGM Anywhere is licensed on a per-seat basis, meaning each user must have a unique login.

The Primary Administrator account is the only account at your organization that PG Calc can activate, deactivate, or unlock. All other user accounts at your organization must be created and maintained by the Primary Administrator or by another account that has the appropriate permissions. Contract your Primary Administrator or Client Services for assistance.

If you forget your password, please use the Forgot Password link at the bottom of the login screen to generate a temporary password.

The short answer is an unqualified YES.

PGM Anywhere has been designed with an inherently secure architecture and offers a multi-level approach to ensuring data security. Please request our security documentation for more information.

Planned Giving Manager (PGM) and Gift Annuity Manager (GAM) License and Service FAQ

Yes, a license is required for each user. Each assigned user may load the software on a desktop and a laptop computer for his/her own use.

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

No, each PGM license also includes PGM Anywhere, the web-based version, at no additional cost.

The PGM License is a click-thru and the text can be viewed any time in PGM by clicking Help on the Menu Bar, Index, 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 gift calculations and Charitable Gift Annuity agreements
  • software updates
  • unlimited telephone and email support
  • complimentary Orientations
  • a monthly eRate Newsletter
  • 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 PGM Anywhere.
Director of Client Services

Contact Kara Morin

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