PGM 7.5A and Updated PGM Anywhere Released

PG Calc announced the release of Planned Giving Manager version 7.5A, our desktop gift planning software, and an update of PGM Anywhere, our online version of PGM that is optimized for the tablet, laptop, and desktop. These updates include the new ACGA schedule of suggested maximum annuity rates that will go into effect on July 1, 2018.

If your copy of PGM or PGM Anywhere is set up to use the current ACGA rate table, which is our default configuration, it will continue to use the current ACGA rates for gift dates through June 30, 2018, and use the new ACGA rates for gift dates on or after July 1, 2018. If your copy of PGM or PGM Anywhere is set up to use custom rates or old ACGA rates, it will continue to use those rates regardless of the gift date.