PG Calc was incorporated on March 15, 1985. A lot has happened here and in planned giving in the years that have followed. We’ve compiled this timeline to share some of the highlights with you.

1985

• Gary Pforzheimer founds PG Calc.  Winston Jones, Bill Laskin, and Mary Yelle join Gary
• Planned Giving Manager 1.0 is released
• Emmett Watson of Columbia University becomes first PG Calc customer

1986

• PG Calc acquires Computone customers
• Pooled Fund Organizer 1.0 is released

1987

• PG Calc moves to its current location in Cambridge, MA
• PG Calc hosts its first User Training Workshop

1988

• Gift Annuity Management Program 1.0 is released, later to become Gift Annuity Organizer
• PG Calc mentor Mike Boland helps found NCPG

1989

• The first issue of PG Calc-U-Letter is published
• Monthly IRS discount rate is introduced

1990

• PG Calc distributes the first of thousands of t-shirts; the PG Calc’s grand t-shirt tradition is born

1991

• Our first group training session is offered

1992

• PG Calc licenses graphics from Gordon Caswell

1993

• The first release of PGM with a graphical user interface takes place

1994

• Reserve calculations are added to Gift Annuity Organizer
• PG Calc records its 1,000th client
• Universal Sub-Account Organizer 1.0 is released

1995

• The PG Calc website is launched
• Gary receives the David M. Donaldson Distinguished Service Award from Planned Giving Group of New England

1996

• The first Windows version of PGM is released
• PG Calc adds a toll-free client support line

1997

• PG Calc acquires Blackbaud's Paragon planned giving software and clients
• PG Calc style diagrams are added to PGM

1998

• GiftWrap 1.0 replaces Gift Annuity Organizer
• A monthly email with IRS discount rate and gift planning news is first sent to clients

1999

• PG Calc inaugurates GiftCalcs, the online gift calculations service
• A full-featured Online Help system is added to PGM
• NCPG reports that 95% of top 40 fundraising charities in the U.S. use Planned Giving Manager

2000

• PG Calc forges an agreement with Frank Minton, founder of Planned Giving Services, to add state-specific gift annuity agreements to PGM

2001

• The first PGM update is released as a website download

2002

• PG Calc launches Gift Administration Service

2003

• GiftWrap 3.0, the first SQL version of GiftWrap, is released
• The Pooled Fund Organizer module of GiftWrap is released
• PG Calc releases a CD-ROM of Frank Minton's Charitable Gift Annuities: The Complete Resource Manual”

2004

• Gary Pforzheimer joins the NCPG Board
• PG Calc is the lead sponsor for the NCPG Conference in Dallas

2005

• The PG Calc staff reaches 27 strong and counting
• PG Calc celebrates its 20th anniversary and looks forward to another 20 productive years

2006

• BatchCalcs Service adds personalized planned gift calculations to a client mailing for the first time

2007

• Released GiftStory software for creating multimedia planned gift presentations
• Launched our Webinars annual series

2008

• Gary Pforzheimer is named Chair-Elect of the NCPG Board
• Updated our brand image and adopted a new tagline, “Invested in Your Mission,” to communicate its commitment to the charities it serves

2009

• Published our first white paper: Sharing Success: What Non-Profits Can Learn about Marketing from For-Profits

2010

• PG Calc celebrates its 25th year and made Boston Business Journal’s 2010 Best Places to Work