Partnering With Our Clients To Optimize Success
With over 20 years of experience serving the gift planning community—and nationally recognized planned giving experts on our staff—we make planned giving our business. Who better to partner with when you need help meeting the requirements of your donors, their advisors, your auditors, colleagues, and state gift annuity regulators?
What We Can Help With
We will provide you with the reports, proposals, and sage advice that will enable you to handle your program planning and administration with confidence. Whether you only need a little help to fill in the gaps of your existing programs, or the world of planned giving is entirely new and you need help understanding even where to start, we can help.
How We Can Work with You
At PG Calc we have the experience to know that because every organization is different, its needs will be different as well. For this reason we provide a variety of methods for delivering our services. This allows our clients to find the one that fits best:
- À La Carte Services — You don’t have to be a PG Calc customer to use our services. PG Calc’s specialized expertise can be called upon whenever you need it. Simply pick from our menu of services and go!
- Bundle Of Services — Common with our new clients who are just getting starting out, choose from several alternative combinations of products and services typically needed to get up and running. For example, the Turnkey Gift Annuity Program, our Planned Giving Manager software, and setup for our Gift Administration Services make a great combination.
- Ad Hoc Assignments — If the project is definable, then our consultants will work on an hourly fee basis, and bill monthly. This method allows you to target our services based on project needs.
- Retainer Arrangements — Retainer arrangements enable our clients to request our services whenever our involvement may be needed, without having to keep track of the time being spent. They are flexible in both the scope of services made available and the length of the contract. Retainer clients get priority for assignments.
View our brochure for the entire line of consulting services.
For further information or pricing, please call PG Calc toll free at
888-497-4970 or send us an e-mail.
