About Us

Our Mission

Our mission at PG Calc is to support our thousands of clients with expertise and excellence in products and services for charitable gift planning and planned gift administration. We value every opportunity to respond readily and flexibly to our clients so that their individual program needs can be met. At the same time, we strive to create a personal relationship and to work in real partnership with every client for the benefit of his or her organization’s mission.

Who We Are

In 1985, Gary M. Pforzheimer founded PG Calc Incorporated in Cambridge, Massachusetts, with colleagues from Harvard College and the Harvard University Planned Giving Office. PG Calc’s early team and our first software offering, Planned Giving Manager, quickly earned PG Calc a reputation for excellence.

In our almost 25 years, PG Calc has enjoyed the addition of outstanding team members who bring invaluable experience from their prior work as fundraisers, gift planners, managers, trust officers, trust administrators, and attorneys in private practice.

Today, PG Calc partners with over 5,000 clients working at charitable organizations of every size and description in all 50 states. Our clients also include hundreds of consultants and for-profit organizations working in the charitable gift planning community.

Our expertise in the gift administration service is second to none. We currently administer 90 pooled income funds and over 11,000 gift annuities for charitable and for-profit clients alike.

PG Calc expects to enjoy continued creativity and growth in all areas of our expertise with products and service offerings that meet our clients’ diverse planned giving needs and offer excellence and expertise to their programs.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Our Mission Our mission at PG Calc is to support our thousands of clients with expertise and excellence in products and services for charitable gift planning and planned gift administration. We value every opportunity to respond readily and flexibly to our clients so that their individual program needs can be met. At the same time, we strive to create a personal relationship and to work in real partnership with every client for the benefit of his or her organization’s mission. Who We Are In 1985, Gary M. Pforzheimer founded PG Calc Incorporated in Cambridge, Massachusetts, with colleagues from Harvard College and the Harvard University Planned Giving Office. PG Calc’s early team and our first software offering, Planned Giving Manager, quickly earned PG Calc a reputation for excellence. In our almost 25 years, PG Calc has enjoyed the addition of outstanding team members who bring invaluable experience from their prior work as fundraisers, gift planners, managers, trust officers, trust administrators, and attorneys in private practice. Today, PG Calc partners with over 5,000 clients working at charitable organizations of every size and description in all 50 states. Our clients also include hundreds of consultants and for-profit organizations working in the charitable gift planning community. Our expertise in the gift administration service is second to none. We currently administer 90 pooled income funds and over 11,000 gift annuities for charitable and for-profit clients alike. PG Calc expects to enjoy continued creativity and growth in all areas of our expertise with products and service offerings that meet our clients’ diverse planned giving needs and offer excellence and expertise to their programs.

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