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: $100 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: $150 per Agreement

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

Gift Calculation Request

 

 

New York Maximum Rate Calculations

The maximum annuity rates allowed by New York are lower than the suggested maximum ACGA rates for many annuitant ages and New York publishes only its maximum 1-life rates

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 every quarter, the calculated rates will apply only to the quarter in which the gift date falls.

Please complete the form below to submit your request. Turn-around time is 2 business days. 

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

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