Optimize Your Program for Results


We review relevant figures and documents, interview staff members, and provide a full assessment of your program. This review will identify key areas that can be enhanced, resulting in a program that is more productive and more successful.


As part of the evaluation, we provide concrete strategies and recommendations for improving your program. These strategies focus on optimizing the allocation of your resources, creating engaging marketing campaigns, educating staff, improving plans and procedures, and identifying program potential.


While the strategy we develop will provide a framework for improving your program, we know that your success also will depend on effective implementation. Whether your planned giving program is mature, encompassing all gift types, or consists mainly of bequest and bequest-like gifts, PG Calc is there to help you put our recommendations into action.

Program Evaluation Features

  • We develop policies and procedures.
  • We define pipeline and capacity.
  • We build planned giving portfolios.
  • We assist with prospecting and closing gifts.
  • We help with staffing, training, and board involvement.
  • We guide you through marketing and stewardship best practices.
  • We help with benchmarking and metrics.
  • We work with you on counting and recognition.
  • We consult with you on gift administration.
  • We project future income.
  • We evaluate threats and opportunities.
  • We determine your readiness for a Bequest Legacy Challenge.

What It's Like to Work With Us

We take a comprehensive approach to reviewing your program, and use our findings to inform the steps you can take to make your program more effective and close more gifts. Our team immerses itself in your operations. Through a combination of data, interviews, and observation, we gather what we need to perform a comprehensive evaluation of your program.

Interview and Review

We spend time talking with you and your staff. We assess the performance of your program to identify potential areas of improvement.

Analyze Constituents

We take a look at your donor base, as its composition goes a long way in determining the best way to structure your program, forecast your pipeline, and identify your program’s overall potential.

Recommend and Plan

Together we come up with a plan that you can implement regardless of how your organization is structured. Recommendations will focus on effective use of your resources to improve your planned giving program results.

What Our Clients Say

How Can We Help You?

If your organization is actively seeking planned gifts – or wants to be - we can analyze and evaluate your program. When implemented, our recommendations will maximize your program performance, and improve overall results.
Vice President, Consulting

Contact Jeff Lydenberg

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