White Papers

Thought leadership in planned giving

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


Choose From Among Our Library of White Papers and Other Publications

Planned giving can be complex and challenging. Take advantage of the cumulative knowledge and experience of PG Calcs planned giving experts, as set out in this library.


Our Current Library

Program Evaluation White Paper

Making the Grade: Optimizing Planned Giving Performance by Understanding and Evaluating Program Elements

Bequest Stewardship and Administration

Will to Succeed: Managing Bequest Stewardship and Administration

Content Marketing White Paper

The Cultivation Funnel: How Content Marketing Can Help You Move Planned Giving Prospects from Awareness to Close

7 Characteristics of a Planned Giving Programs White Paper

7 Characteristics of Effective Planned Giving Programs


Gift Administration White Paper

The Stewardship Challenge: Managing Complexities in Gift Administration

Planned Giving Marketing White Paper

Sharing Success: What Non-Profits Can Learn about Marketing from For-Profits

Planned Giving Marketing Case Study

Marketing Services Case Study



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!
Gary Pforzheimer

Contact Gary Pforzheimer:

888-497-4970 E-mail

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