Insight & Education

Information and training for planned giving professionals.
PG Calc offers a variety of information resources and training options to help you run a successful planned giving program and enable you to be current on the latest trends in planned giving.

Information Resources

White Papers

PG Calc experts publish white papers on relevant and timely topics in planned giving.


PG Calc publishes monthly articles on the latest topics in planned giving.


A planned giving resource covering the full specturm of planned giving issues.

eRate Monthly Newsletter

Get the latest IRS discount rate and articles on planned giving topics of interest.

Charitable Gift Annuities: The Complete Resource Manual

The most authoritative and comprehensive book on gift annuities.

Planned Giving for Canadians

The definitive reference on planned giving options available to Canadians.



PG Calc webinars bring the skill and experience of the industry’s top practitioners to your office!

Software Training

PG Calc Client Services staff present expert training designed to get users up and running with PG Calc software.

Software Orientations

PG Calc software orientations are offered live and online.

Custom Instruction

PG Calc offers a variety of options when it comes to customizing our standard training offerings.  

Industry Events


PG Calc is proud to sponsor a variety of planned giving conferences, both national and regional.

Speaking Engagements

PG Calc staff members are invited to speak at numerous fundraising conferences and planned giving groups around the country. 

How Can We Help You?

Do you have a question on a planned giving topic, no matter how simple or complex? Contact us. We have the answer!
Tina Yelle
Vice President, Client Services

Contact Tina Yelle:

888-474-2252 E-mail

Have a question?