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Is Now Part of

We are pleased to announce that PG Calc is now the planned giving division of Foundation Source, the leading provider of enterprise-caliber and technology-led charitable giving solutions. Together we offer a range of purpose-built, cloud-based platforms and philanthropic services that facilitate all stages of giving for donors, nonprofits, professional advisors, and financial institutions. Today we collectively support more than 4,000 charitable organizations, administer more than $22 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually. Learn more.

The same team of planned giving experts you’ve relied on for nearly 40 years is here as we always have been, ready to help you make the most of your planned giving program and answer your planned giving questions. You can continue to use the same phone numbers, email addresses, and logins you’ve always used.

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

Fiscal Cliff Redux

Fifteen years ago, articles about the “fiscal cliff” – the looming expiration of a basket of tax reductions – were all over the news. Well, here we are again. The Tax Cuts and Jobs Act of 2017 (TCJA) included a variety of changes designed to reduce federal taxes. The most dramatic of these were a doubling of the gift, estate, and generation skipping tax exemptions and of the standard deduction. Unless Congress acts, these tax reductions will expire on December 31, 2025. Donors and their advisors are beginning to plan for this possibility.

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PG Calc Blog Post

Apr 15, 2024

Hey, How’s That PIF Doing Lately?

For organizations that have large and robust PIFs, the benefits are significant, and they are still coming in. We took a random look at some actual PIFs and found that the charitable remainder amounts distributed to their sponsoring charities are astounding. Since PIFs can only distribute net income, and since interest rates have been relatively low for decades, there seems to be no appeal anymore. But there is still something to say about pooled income funds.

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UPDATED GUIDE

Mar 26, 2024

Updated Gift Annuity Annual Filing Timeline Template

Keeping your CGA program in compliance with state regulations can be difficult at the best of times. With so many forms to fill out and so much information to compile, deadlines can quickly overwhelm you if you're not careful.

To help you stay organized, we have updated our Gift Annuity Annual Filing Timeline Template that groups key state deadlines by month due.

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Insight

Mar 15, 2024

April IRS Discount Rate: 5.2%

In this month's eRate newsletter:

Featured Article: After 2023, Are We Back to Normal?
PGM Anywhere Quick Tip: Templates Make Getting Started Easy
From the Blog: Questions to Ask Before Accepting an International Gift and PG Calc’s McPherson and Boerth Featured in Foundation Source Blog
Things We Are Following: What's Next for the Proposed DAF Regulations?

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Software Training

Apr 23-24, 2024

GiftWrap - Advanced (ONLINE 4 hours over 2 days)

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities. In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

PG Calc Webinar

Apr 25, 2024

A Surprisingly Flexible Way to Give: Three Flavors of Deferred Gift Annuity

At the intersection of philanthropy and retirement planning are three creative gift annuity vehicles: the deferred gift annuity, the flexible gift annuity, and the commuted gift annuity. Come explore how these gifts can be used to increase your donor’s confidence in their ability to make a substantial gift to your organization. We’ll delve into how these gifts can help donors achieve a variety of goals, as well as the time value of money, the magic of compounding, and how all deferral periods are not equal.

FREE GUIDE

What's the Best Asset to Fund an Outright Gift?

What is the best way for donors to fund an outright gift? Donors who are age 70½ or older can make outright gifts with a qualified charitable distribution (QCD) from their Individual Retirement Account (IRA). These donors may wonder whether it is better to fund an outright gift with cash, appreciated securities, or a QCD. Download and use our new decision tree to ask the right questions and guide your donor conversations.

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Free Guide

What is the Best Asset to Fund a CGA?

In January 2023 the option to fund Charitable Gift Annuities (CGAs) with Qualified Charitable Distributions (QCDs) became available. That means some donors now have the choice to fund a gift annuity with cash, appreciated securities, or a QCD. Download our free decision tree to get the key questions to ask your donors and help them determine the best asset to use to fund a CGA.

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