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Calculation & Proposal Software

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In order to plan a successful program, a gift planner has to take into consideration not only the many various elements that make up the program, but also how to communicate to the target audiences. What will they want to hear? How best can I get them to listen to me? Will they fully grasp what I’m trying to say? Whether it’s creating the proposals, the presentations, or the financial calculations themselves, our calculation & proposal software products are designed with the gift planner’s job in mind. Planned Giving Manager, Mini Manager and Gift Annuity Manager all provide assistance to varying degrees, to help you do your job better.

Which Version Is Right For You?

Planned Giving Manager: the most comprehensive package

Mini Manager: compact proposal software

Gift Annuity Manager: just for gift annuities

Select the package that has the features you need. No matter which you choose, all of our software is backed by outstanding client support.

Features

Gift Annuity Manager

Mini
Manager

Planned
Giving
Manager

Gift annuity proposals

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DemoClips

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Gift descriptions

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Annuity agreements

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Export to MS Office

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Export to GiftWrap

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Export to Razor's Edge®

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Includes all gift types

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Gift comparison charts

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Compare gift amounts

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First year analysis

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Gift plan templates

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Diagrams and graphs

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Projections

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Investments modeling

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Wealth replacement

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Estate plans

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Retirement gift plans

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Upgrades from Mini Manager and Gift Annuity Manager can be made to the comprehensive Planned Giving Manager at any time by calling PG Calc toll free at 888-497-4970 or send us an e-mail.

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Your Partner in Planned GivingSM

PG Calc Incorporated

129 Mount Auburn Street, Cambridge, MA 02138   |   tel: 888-497-4970   |   fax: 617-497-4974

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