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What Our Clients Have to Say . . . |
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“Thank you for your wonderful training session yesterday. Everyone enjoyed it and came away from it feeling comfortable with the software. For me, it further validated that we made the right choice with partnering with PG Calc.“ — Cheryl DaSilva, “When we began our search for a firm that could handle the administrative management of our new Charitable Gift Annuity Program, we had three important characteristics in our selection criteria: accuracy, reliability and a sense they could ensure relationships with our donors would continue to meet our standards of excellence. PG Calc had it all. — Bette Heger, "Our small $4.2 million endowment is a $10 million endowment when expectancies are included — that is, future gifts that Planned Giving Manager proposals have helped us close. PGM is an indispensable tool for motivating planned gift donors and their advisors." — Mr. George F. Theriault, “Thanks so very much for your assistance. I think this tax information will really help us encourage certain donors to establish a CGA. And I believe our conversation helped our Board member understand CGAs more completely and will influence him to be even more involved in solicitations for this program. — Marilyn Bogan, “The best part of PG Calc is being able to call the experts and get an immediate response to whatever question I have! In a way that is unusual in the software business, you do everything that you say you’ll do. — Ms Sharon A. Jones, “PG Calc has enabled Stark Community Foundation to provide timely and accurate responses to planned giving questions raised by donors and professional advisors. It gives us the flexibility of preparing reports ranging from very basic to highly technical calculations. As a result we can provide excellent "customer service" and assist our donors in meeting their charitable goals.” — Christine Kruman, “I want to take a moment to compliment the work of LeRoy Tilt who assisted me on a call yesterday evening. Not only did Mr. Tilt answer my question relative to the software, but he also enabled me to understand the bigger picture. This is very important to me as I am not a planned giving specialist. (We can offer annuities because we’ve got me and PG Calc!) Further, he made sure to go beyond my question to foresee a future question that would very likely arise. In addition he was kind and generous. — Julie Lenner, |
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