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About PG Calc About PG Calc
Our History

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

Founders

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

Calc-U-Letter

1990

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

T-shirts

1991

  • Our first group training session is offered

Training

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 the 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
  • PG Calc releases a CD-ROM of Frank Minton's Charitable Gift Annuities: The Complete Resource Manual

CGA 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

Staff

2006

  • BatchCalcs Service adds personalized planned gift calculations to a client mailing for the first time
  • PG Calc acquires Planned Giving Services, a Seattle-based planned giving consulting firm founded by Frank Minton

Gary & Frank

2007

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

2008

  • Updated our brand image and adopted a new tagline, “Invested in Your Mission,” to communicate its commitment to the charities it serves

2009

2010

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

Boston Business Journal

2013

  • Jeff Lydenberg is Chair of the Partnership for Philanthropic Planning (PPP) Board
  • PG Calc brings Bequest Manager to market, a stewardship and tracking tool that makes bequest management more streamlined for organizations large and small

2014

  • PG Calc launches Marketing Services, an ideal combination of traditional and online marketing initiatives
  • PG Calc introduces PGM Anywhere, a tablet-optimized, browser-based version of our flagship Planned Giving Manager

PGM Anywhere

2015

  • PG Calc turns 30!

 

 

Our Mission
We seek 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 them so that the needs of their programs can be met. At the same time, we strive to create a personal relationship and to work in partnership with every client for the benefit of his or her organization's own mission.

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