Gift Calculations Done Right

Planned Gift Deductions

We can provide a quick deduction calculation for any planned gift over the phone. We can produce gift annuity taxation information, too. We’ll then email you documents that substantiate, step-by-step, the calculations we’ve provided.  We can provide deduction calculations for:

  • Gift annuities – immediate payment, deferred, flexible, or commuted
  • Charitable remainder unitrusts
  • Charitable remainder annuity trusts
  • Retained life estates
  • Pooled income funds
  • Charitable lead unitrusts
  • Charitable lead annuity trusts
  • Bargain sales – single payment or installment

Price: $150 per Proposal

*Note that additional fees may be charged for highly complex or time-intensive calculations.

Gift Annuity Agreements

We can create a gift annuity agreement that meets the legal requirements of the state where your donor lives. The agreement will contain the terms your donor has agreed to and we’ll include documentation to close your gift. 

Price: $100 per Agreement

*Note that additional fees may be charged for highly complex or time-intensive calculations.

Gift Calculation Request

 

 

New York Maximum Rate Calculations

As of January 23, 2024, New York uses a new method for computing its maximum annuity rates. The new method has increased those rates significantly. Charities that offer the maximum annuity rates suggested by the American Council on Gift Annuities (ACGA) can be confident they are complying with New York maximum gift annuity rates when issuing gift annuities to New York residents on or after that date.

If your charity offers annuity rates higher than the current ACGA rates, you may need assistance calculating the maximum rates. New York publishes only its maximum 1-life rates. (click the “Present Value of Immediate Annuities . . .” link on the webpage that opens).

PG Calc is pleased to offer this calculation service to compute the NY maximum rates for 2-life gift annuities as well as 1-life and 2-life deferred gift annuities. Because NY publishes its rates semiannually, the calculated rates will apply only to the six-month period in which the gift date falls.

Please complete the form below to submit your request. Turnaround time is two business days. Our fee is $150 per calculation.

Contact Client Services at 888-474-2252 or support@pgcalc.com with any questions. For more information or to look up 1-life rates, go to our article Complying with New York Maximum Rates.

New York Maximum Rate Request

What It's Like to Work With Us

We've been doing planned giving calculations for a long time, and we know how important getting it right is. We'll work with you to ensure all calculations are correct and done in an efficient manner.

Quick Turnaround

Completed proposals and completed agreements can be emailed to you within two business days, ensuring no delay in getting your donor the material.

Everything You Need

We'll supply you with everything you could possibly need for your proposal or agreement. Even better, everything will be exactly right. 


How Can We Help You?

If you are in need of calculation services, if you need a gift proposal, if you need a gift annuity agreement, and you can't do it yourself, we can help!
Director of Sales

Contact Dave Wolfe

Have a question?