You want to provide your organization’s planned gift donors with stewardship of the highest standard. After all, happy donors are your best prospects. Yet when it comes to administering planned gifts, many charities fall short. Problem areas include timely and accurate payment processing, timely and accurate tax form generation, proper FASB and state compliance reporting, and maintaining beneficiary records.
PG Calc’s Gift Administration Services is an attractive option for non-profits and service providers that wish to outsource some or all of the functions connected to administering gift annuities and pooled income funds. Our team of gift administration experts process beneficiary payments, produce tax forms, create FASB and state annuity reserve compliance reports, and perform actuarial certifications for hundreds of charities. In fact, we administer over 12,000 gift annuity contracts and nearly 100 pooled income funds.
Our gift administration services meet the diverse needs of development and finance offices at charities nationwide. Our relationship managers are experts in all aspects of charitable gift administration. We work closely with every member of a charity's gift administration team, including the charity's investment manager, whether assets are managed in-house or by a third party.
| Services Available |
Gift
Annuities |
Pooled
Funds |
| Maintain gift data |
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| Produce payments |
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| Produce 1099-R tax forms |
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| Electronic 1099-R tax filing |
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| Track current value of each gift |
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| Allocate income among fund participants |
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| Print K-1 letters |
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| Electronic funds transfer |
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| Custom checks or reports |
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| Provide FASB liability reports |
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| Provide state reserve reports |
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| Prepare tax returns |
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