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What We Do

FIND MORE PROSPECTIVE DONORS

Marketing Services

We can help you reach and engage with prospective donors through a sophisticated blend of traditional and online marketing initiatives. We work with you to customize the ideal marketing approach for your audience, drawing for a range of available platforms.

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Improve your planned giving program

Consulting

Our experts will help you build upon your program's strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Wheather your program is small or large, basic or sophisticated, we can help you enhance your efforts.

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Get more gifts

Gift Illustrations

We can provide you with tools and expertise you need to effectively present the benefits of a planned gift to your prospective donors, to create gift annuity agreements and gift calculations, and to help your donor understand what type of planned gift makes most of sense for them.

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Steward donors and be in compliance

Gift Administration

Ensure efficient and effective gift administration by outsourcing the work to PG Calc. By combining our decades of planned giving expertise with state-of-the-art tools like GiftWrap, we can fulfill all of your stewardship and compliance needs.

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What's New

trap door image by kerin gedge -unsplash

The QCD/RMD Trap Door: Act Now Before It’s Too Late!

A QCD counts toward the donor’s RMD, and that’s a great way to avoid some of the income tax on the RMD. However, some donors miss the fact that RMDs apply to all qualified retirement plans. In addition, donors may not fully understand that withdrawals from any qualified plan are taxable income unless the withdrawal is a QCD or a tax-free rollover to a different qualified plan. That’s the trap that snares many donors: there is an RMD on their 401(k) which they will have to take this year. But they cannot make a QCD from a 401(k) to offset that RMD.

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PG Calc 2025 Planned Giving Marketing Survey - page 2

Free Report

2025 Planned Giving Marketing Survey Key Takeaways

PG Calc surveyed nonprofits about their planned giving marketing to determine what’s working, what’s not, and what’s next in planned giving marketing. We had over 200 respondents from 12 different charitable sectors. The survey provided insights about: satisfaction with current marketing efforts, marketing goals, messaging, what tactics are most and least effective, legacy societies, outcomes, and more.

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PG Calc Webinar

Dec 17, 2025

Taxation Basics for Fundraisers

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.

Insight

Nov 17, 2025

December IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Maybe Your Most Important Fundraising Tool is Not a CRM – It’s Your Gift Acceptance Policy
From the Blog: Don’t Run FASB Liability Calculations for Lead Trusts and Perpetual Charitable Trusts
IRS Announces Indexed Tax Items for 2026: Adjustment Is 5.4%
Navigating Year-End Deadlines with Your Donors
Monthly Webinar and Software Training Schedules for 2026s
CGA Manual Updated

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PG Calc Software Updated

Dec 4, 2025

PGM Anywhere updated on 12/4/25

This release includes:

Application of 35% limit on federal income tax savings when gift is in 2026 or later
Application of 2026 QCD limit and trust tax schedule when gift is in 2026 or later
2026 values in Help for tax items adjusted annually for inflation

All enhancements are described in the Release Notes available from the login screen. If you have any questions, please do not hesitate to contact Client Services at 888-474-2252 or support@pgcalc.com.

Custom DAFs

December 2025

Temple University Partners with Foundation Source to Create Its Own Branded DAF

Temple University recently partnered with DAF sponsor Charityvest, which is powered by Foundation Source’s turnkey DAF technology, to create its own fully branded DAF. This helps Temple tap into the popularity and flexibility of DAFs and offers alumni and supporters new options to support the University and their broader charitable goals. If you would like to better understand how fully branded DAFs work and their advantages, schedule a conversation with Austen Freeborn.

Learn About Custom DAFs

FREE Software Training

Jan 8, 2026

When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE! (ONLINE)

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. Charities generating more than 9 of these forms MUST transmit the information electronically. We’ll show you how to handle that electronic filing process quickly and easily.

Software Training

Jan 21-22, 2026

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

This class will provide an in-depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

PG Calc Blog Post

Nov 17, 2025

Don’t Run FASB Liability Calculations for Lead Trusts and Perpetual Charitable Trusts

PG Calc provides software for calculating the estimated Financial Accounting Standards Board (FASB) liabilities for life income gifts. These estimates of future payment obligations make sense for life income gift arrangements – CGAs, CRTs, and PIFs. For each of these gift vehicles, the charity has an obligation to make payments either for a number of years or for a person’s remaining lifetime. However, we also see charities that record future payments from lead trusts and perpetual trusts as obligations of the charity. Does this make sense? Let’s explore this question.

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