• Flexibility. From pricing options to service offerings, PG Calc provides unmatched flexibility in how we work with non-profits. While we believe that the ideal approach is to build and work from a strategic plan, we recognize that, often, what charities need is assistance on specific projects and other tactical initiatives that is uncomplicated and affordable.
• Perspective. PG Calc never forgets that the planned giving marketing agenda is one piece of an organization’s development marketing efforts, and our approach to marketing is always mindful of the bigger picture, including the messaging plans of the fundraising program and the access to resources that the planned giving office has. 
• Expertise: We’re planned giving experts, period. And we don’t think that can be separate from effective, articulate, and accurate planned giving marketing.

Our Capabilities

• Developing copy that has impact for print-based and electronic collateral such as Web, direct mail, brochures, newsletters, and more
• Integrating lead generation tools into a Web environment
• Building upon existing marketing tactics to extend the impact of a planned giving marketing program
• Developing well-defined planned giving marketing strategies that don’t ignore the goals and objectives of the overall development office
• Developing customized and specific multi-channel marketing campaigns that most effectively reach planned giving targets
• Extending budget dollars to stretch as far as possible to achieve maximum results by identifying organizational priorities
• Developing meaningful and solid metrics to measure the effectiveness of an existing program or one we help put in place
• Conducting internal benchmarks against past results

 Our Differentiators

• Planned giving marketing expertise coupled with planned giving technical expertise
• Well-regarded, nationally recognized consulting staff
• Full-time Marketing Consultant dedicated to the marketing discipline, following top marketing consultants and marketing dialogue inside and outside of the non-profit sphere
• Demonstrated thought leadership in the form of a white paper, speeches, and published articles that have a point of view
• Interest in knowledge sharing and developing expertise among our clients
• Comprehensive view of planned giving marketing in the context of overall organizational marketing goals
• Flexible engagement model includes hourly, project-based, and retainer consulting
• Respect for individual missions means we reject cookie-cutter techniques and clients’ materials won’t look/sound/feel like anyone else’s

Thought Leadership and Published Materials
Marketing Consulting service offerings are complemented by the following:

• Marketing White Paper released in June 2009
• Marketing Corner tips in eRate (PG Calc Monthly Client eNewsletter)
• Speeches and talks on eMarketing and other topics
• CPC partnership
• Webinar: Marketing Planned Gifts on a Limited Budget
• CGA Manual (chapter on marketing Gift Annuities)
• eRate (PG Calc Monthly Client eNewsletter) Featured Articles