Rely On Our Expertise Whenever You Need It

Maintain Your Program Effectiveness

We offer support to help you market planned gifts, identify planned giving prospects, develop strategies to close planned gifts, and create stewardship programs that make the most efficient use of your resources.

Target the Most Qualified Prospects

We work with your database to identify your most likely planned gift prospects and implement targeted strategies to reach them. Our focused approach to prospecting costs less, moves more quickly, and very often results in larger gifts. The results are dramatic.

Continuous Guidance Features

  • We formalize your program.
  • We reduce CGA risk.
  • We ensure regulatory compliance.
  • We improve marketing results.
  • We increase Legacy Society membership and stewardship.
  • We review prospects and portfolio strategy.
  • We train staff and board members.
  • We assist with complex gifts.
  • We consult with donors and professional advisors.
  • You receive expert guidance and advice.
  • We develop and implement effective metrics.
  • We advise on the administration of estate gifts.

What It's Like to Work With Us

We work in collaboration with our clients, helping to devise overall strategy, and assisting in the day-to-day operation of their planned giving programs. We ensure the long-term sustainability of your planned giving efforts. Our training is practical and actionable. We can help you educate individuals involved in proposing and closing gifts with donors, leadership, and boards of directors, and those responsible for administration and finance. PG Calc can be on the front lines or the technical back office for your planned giving program.

How Can We Help You?

Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.
Vice President, Consulting

Contact Jeff Lydenberg

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