FASB/Reserve Compliance Reporting Service
Client Services
888-474-2252
support@pgcalc.com
Monday – Friday
8:30 – 6:00 ET
The Client Services team provides assistance for PG Calc’s FASB/Reserve Reports clients.
Our Client Services Team
Jen Wickham, Senior Client Services Advisor
Kara Morin, Senior Director of Planned Giving Services
Michael Heep, Client Services Advisor
- CGA State Reserve Reports: Being compliant with state requirements for charitable gifts is a complex and time-consuming endeavor. We can easily provide you with accurate and timely CGA State Reserve Reports to ensure your report is ready before the due date.
- FASB Liability Reports: Determining the liability represented by each of your organization's split interest gifts, such as gift annuities and charitable remainder trusts is a long process. We can provide you with the reports and save you time.
- Our Compliance Reporting Service Entails: Providing Reserve Reports for every state regulating CGAs; Providing reserve reports verified by a qualified actuary, for states requiring it; and Providing FASB Reports for CRT, PIF, and CGA gift types.
Resources
Annual Filing Timeline Template
2024 Schedule of Fees for Compliance Reporting, Actuarial Verification, and Database Maintenance
