Learn more from our
Client Services team:
888-474-2252
support@pgcalc.com
Monday – Friday
8:30 – 6:00 ET
Amy M. Brown, Client Services Advisor
Jahvari Freeman, Client Services Assistant
Jeffrey Frye, Associate Director for Gift Planning
Molly McGowan, Associate Director, Client Services
Kara Morin, Senior Director of Planned Giving Services
Doug Nannene, Client Services Advisor
Gift Calculations Done Right
Planned Gift Deductions
Receive a quick deduction calculation for any planned gift over the phone. We can produce gift annuity taxation information, too. We email you documents that substantiate, step-by-step, the calculations 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
Value
PG Calc can provide the right calculations for your situation at a surprisingly affordable price.
Expertise
We will work with you to help determine which calculations are appropriate.
Accuracy
PG Calc has all the latest IRS rules and industry information at our fingertips.
Available to Everyone
Even our software clients may need this service from time to time.
Call Us with Any Questions
Email support@pgcalc.com or call us at 888-474-2252 if you have questions about our Gift Calculation Service. There is no fee just for talking!
| Service | Fee/Rate |
|---|---|
| Proposal and/or Closing Documentation (including gift annuity agreement) | $200/each* |
* If the project is overly complex, we will charge $195/hour for our additional time.
