Skip to main content

IRS Discount Rate March 2025: 5.4%
Client Logins
Pay an Invoice
Events
Blog

0 items

Search

0 items

Search

Marketing
Creative Services

Websites Customize your PG site

Direct Mail Stand out and create awareness

Email Educate and build relationships

Brochures Leave a lasting impression

Donor Surveys Gain donor insights

BatchCalcs Personalize your appeals
Tools

GiftCalcs Produce web-based calculations

Find Best Gift Guide donors on your website

Find Best Asset Help donors explore gift types
Gift Illustrations
Proposal Software

PGM Anywhere Calculate and illustrate all planned gifts

Designer Proposals Build striking proposals
Services

Gift Calculation Service Get quick, accurate calculations
Gift Administration
Administrative Services

Planned Gift Administration CGA, CRT, PIF administration

Compliance Reporting FASB and reserve reports

Endowment Sub-Accounting Sub-account tracking and reporting
Administration Software

GiftWrap Gift administration software

Bequest Manager Bequest management software
Consulting
Program Improvement

Program Launch Formalize your program

Program Evaluation Structure for success

Continuous Guidance Optimize your program

Qualified Appraisals Maximize life interest deductions
Gift Annuity Services

State Registration Stay in compliance

Annual Filing Outsource state filings

Risk Assessment Monitor program health
Insight & Training
Information Resources

Blog Delve into latest trends

White Papers Read our thought leadership

Featured Articles Deep dives on planned giving topics

Knowledge Base Reference definitions and insights

eRate Monthly Newsletter Get the rate, articles, and more

CGA Manual Get the authoritative reference

IRS Discount Rate See current and historical rates
Training

Webinars Learn from top practitioners

Software Training Get the most from your software

Software Orientations Get started with live instruction

Custom Instruction Learn what you need most
Client Support
Software

PGM Anywhere Help with gift illustration software

GiftWrap Help with gift administration software

Bequest Manager Help with bequest administration software

GiftCalcs Help with website gift calculators
Services

Gift Administration Support Get help from our expert team

Marketing Services Connect with your account manager

FASB/Reserve Reports Report service and actuarial verification

BatchCalcs Customize CGA calculations for mailings

Gift Calculation Service Illustrations for clients without software
Additional Resources

Referral Program Rewards for colleague referrals

Offer Feedback Offer feedback or a testimonial
About Us
Who we are

Meet Our Team Meet the people of PG Calc

Contact Us Connect with the right team

Careers Join our team

Diversity, Equity, and Inclusion Our commitment to diversity, equity, and inclusion

History of PG Calc Key milestones over 4 decades

About Foundation Source PG Calc Is Part of Foundation Source
What we do

PG Calc and Planned Giving Structured for your success

Conferences Where we will be and when

Speaking Engagements Sharing our planned giving expertise

Home
Free Recording of Endowment Sub-Accounting Info Session

Free Recording of Endowment Sub-Accounting Info Session

Download a free recording of our info session from May 2021 covering trcks and traps that people fall into when performing endowment sub-accounting.

Endowment Sub-Accounting Info Session Recording

Contact Us:
129 Mount Auburn Street
Cambridge, MA 02138
Phone: 888-497-4970
info@pgcalc.com

Sign Up for Our Newsletter

Sign Up for Our Blog