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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

Insight

Sep 16, 2024

October IRS Discount Rate: 4.4%

In this month's eRate newsletter:

Featured Article: Underrated – Falling Interest Rates and Charitable Gift Annuities
From the Blog: I Made My QCD CGA, Can I Have a QLAC Now?
Things We Are Following: DAF Day – Might as Well Get on the Bus
Fall Is BatchCalcs Season
See You at CGP

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confusing arrows image by cdd20 unsplash vertical

Underrated: Falling Interest Rates and Charitable Gift Annuities

When the Fed cuts the Fed Funds rate, other interest rates tend to follow suit – especially short-term and medium-term interest rates. We’ve been receiving calls over the past few weeks from gift officers, questioning if, how, and when the declining interest rates in the economy will affect CGAs. That’s a great question and something worth talking about.

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IRS Headquarters in Washington DC with a red traffic light

PG Calc Blog Post

Sep 11, 2024

From the Blog: I Made my QCD CGA, Can I Have a QLAC Now?

Some early adopters of the qualified charitable distribution (QCD) charitable gift annuity have begun to turn their attention to another opportunity to reduce their required minimum distribution: the qualified longevity annuity contract (QLAC). Here’s a primer on this vehicle, how it can be used to reduce required minimum distributions from an IRA, why a donor might confuse it with a deferred gift annuity, and some advice on how to redirect a donor’s interest towards a flexible gift annuity.

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PG Calc FREE Webinar

Sep 26, 2024

Qualified Charitable Distributions Revealed – FREE Q&A

Kara Morin and Jeff Lydenberg will present a brief overview of what we’ve learned about QCDs, both outright and to fund life income gifts. They will review the essentials of these gifts, offer advice on promoting QCDs to donors, and flag some pitfalls. Kara and Jeff will dedicate the bulk of the webinar to answering questions from the audience about QCDs.

Software Training

Sep 25-26, 2024

GiftWrap Introductory (ONLINE 6 hours over 2 days)

This 2-day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.

Software Training

Sep 10-11, 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.

Software Training

Oct 28, 2024

Gift Planning with PGM Anywhere - Advanced (IN PERSON - Orlando, FL)

This full-day seminar before the 2024 CGP Conference in Orlando, Florida explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.

Free Marketing Guide

What’s the Secret to Marketing for DAF Gifts?

Grants from donor advised funds (DAFs) accounted for a whopping $52.6 billion in 2022, and they continue to grow in popularity with donors. What’s the secret to success when marketing to your donors to direct their DAF grants to your charity? The key is making sure they understand how DAFs work and helping them understand the importance of succession planning for their DAF funds.

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