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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

Now Available

Nov 13, 2026

IRS Announces Transfer Tax Exemptions and QCD Limits for 2027

See our Knowledge Base article with tables of the values applicable when determining federal taxes for 2027 from IRS Revenue Procedure 2026-35.

We have also included the QCD limits for 2027 from IRS Notice 2026-66. Lastly, we have included the state and local tax deduction (SALT) limits for 2027.

2027 Tax Tables and QCD Limits

CGA state-by-state regulatory category map

PG Calc Blog Post

Oct 14, 2026

Don’t Get State-Fright – Deciding Where to Issue CGAs

When charities start thinking about state regulation of charitable gift annuities (CGAs), the first question is usually: “In which states should we register?” That's a good place to start, but it should be paired with another: “Where do we need to be able to issue CGAs to have a successful program?”

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It Was Almost Too Good to be True: A Gift Annuity Program With an Average Residuum Over 100%

The client called to ask an unusual question: did the “market value” for a recently terminated charitable gift annuity (CGA) appear to be correct? The ending market value – a.k.a. the charitable remainder or residuum – was significantly higher than the original funding amount. They asserted that the terminating gift annuities in their program routinely delivered remainder amounts that were well above the original funding amounts . . .

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Insight

Oct 16, 2026

November IRS Discount Rate: 6.2%

In this month's eRate newsletter:

Featured Article: It Was Almost Too Good to Be True
Quick Tip: Testamentary Gifts in PGM Anywhere
PGM Anywhere Release Adds Illustrations for Testamentary Gifts
FIRE Goes Out on November 19, 2026: File Your 1099-R Corrections Now
Another One Down! California Simplifies Collecting Beneficiary Proceeds)

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New Release

Oct 6, 2026

PGM Anywhere Updated 10/6/2026

PGM Anywhere was updated on October 6, 2026. This release includes:

Illustrations of testamentary gifts.
Estimation of transfer taxes when applicable.
Descriptions of testamentary gift benefits.

Contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com with any questions.

PG Calc Webinar

Nov 19, 2026

Real Estate, Why Wait?

About 28% of American household wealth is held in real estate. Attendees will learn how to identify potential real estate gift prospects through prospect research, donor check-ins, and strategic questions. The session provides tools for successful fundraising, examples of ideal gift properties, and guidance on donor conversations. To engage participants, we’ll play an interactive guessing game inspired by NPR’s “Wait Wait…Don’t Tell Me!” and include time for Q&A.

Watch the Replay

Oct 27, 2026

Build a Compliant Endowment to Fuel Your Fundraising

On October 27, PG Calc’s Gary Pforzheimer and Craig Wruck co-presented a webinar, Build a Compliant Endowment to Fuel Your Fundraising, with Sutanto Widjaja and Aaron Sheklin from Farther Wealth Management. They looked at how you can unlock unrestricted gifts and build donor confidence by demonstrating a unified investment strategy and back-office compliance.

Watch Now

Free White Paper

Oct 29, 2026

Beyond the Balance Sheet: Solving the Institutional Endowment Challenge

If you manage endowments or raise funds for them, there are a few key aspects that are critical to understand. In this white paper, we outline what makes endowment funds different. Nonprofit boards and finance committees frequently face operational bottlenecks that can jeopardize donor relationships, audit compliance, and long-term purchasing power. Here is how to navigate the unique intersection of donor intent, fiduciary governance, state-level statutory mandates, and complex fund-level accounting.

Read Now for Free