Gift Planning Overview

Resources That Help You Meet Your Donors’ Objectives

Gift planning is the process of bringing donors and charitable organizations together to develop mutually beneficial gift plans. PG Calc provides the tools, reference materials, resources and professional services to help you achieve your program’s maximum potential.

The PG Calc gift planning product line is designed to help you generate leads and close gifts. We specialize in marketing tools, software for calculations and proposals for every planned giving situation, including specific tasks such as creating gift annuity agreements.

Our training and seminars are geared toward the needs of gift planners. Whether it’s learning all you need to know about gift annuities, understanding the calculations, presenting benefits, or even getting up to speed on the power of our products, we’ve got an easy way to learn more.

With PG Calc services you can expand your ability with ongoing assistance in areas such as design of plans, financial illustrations, donor support, presentations shaped by audience and topic, understanding cross-border implications, and behind-the-scenes assistance in day-to-day functions.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Resources That Help You Meet Your Donors’ Objectives Gift planning is the process of bringing donors and charitable organizations together to develop mutually beneficial gift plans. PG Calc provides the tools, reference materials, resources and professional services to help you achieve your program’s maximum potential. The PG Calc gift planning product line is designed to help you generate leads and close gifts. We specialize in marketing tools, software for calculations and proposals for every planned giving situation, including specific tasks such as creating gift annuity agreements. Our training and seminars are geared toward the needs of gift planners. Whether it’s learning all you need to know about gift annuities, understanding the calculations, presenting benefits, or even getting up to speed on the power of our products, we’ve got an easy way to learn more. With PG Calc services you can expand your ability with ongoing assistance in areas such as design of plans, financial illustrations, donor support, presentations shaped by audience and topic, understanding cross-border implications, and behind-the-scenes assistance in day-to-day functions.

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