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Calculate and Illustrate Potential Gifts

Our flagship product, Planned Giving Manager (PGM), is the preeminent software package for planned gift calculations and proposals. It was first developed more than 20 years ago to help planned giving officers do their jobs more easily and effectively and, with every subsequent update, its capabilities have grown more comprehensive.

With PGM, you can:

  • Calculate deductions for all gift vehicles including charitable gift annuities, charitable remainder unitrusts and annuity trusts, retained life estates, and more
  • Prepare attractive, customized proposals and presentations
  • Provide potential donors side-by-side comparisons of different types of gifts to help them better understand the options available to them
  • Provide informative reference material for your donors’ advisors as they work with you to help implement gifting decisions
  • Print CGA agreements

PGM gives you planned giving expertise at your fingertips. As a user, you can count on timely tax updates and analysis. You get access to an online help system that’s a virtual encyclopedia of planned giving information. Best of all, perhaps, you have unlimited support from the experts of PG Calc.

For programs that don’t require the range of Planned Giving Manager, we offer one tailored version of the product. Gift Annuity Manager provides many of the same outstanding gift planning features and come with the same expert client support as PGM, but in a more cost effective package. Compare these leading software packages.

For more information and pricing parameters, please call PG Calc toll-free at 888-497-4970 or send us an email.

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