Administration Services
Many organizations would rather outsource the gift administration process than do it themselves, and PG Calc is the company they typically turn to for unparalleled gift administration and related services.
In fact, we administer over 10,000 gift annuity contracts and 100 pooled income funds.
Our gift administration services meet the diverse needs of development, business, and finance offices at charities nationwide. Our relationship managers are experts in all aspects of charitable gift administration. We work closely with every member of a charity's gift administration team, including the charity's investment manager, whether assets are managed in-house or outside.
| Services Available |
Gift
Annuities |
Pooled
Funds |
| Maintain gift data |
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| Produce payments |
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| Produce 1099-R tax forms |
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| Electronic 1099-R tax filing |
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| Track current value of annuities |
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| Allocate income among fund participants |
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| Print K-1 letters |
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| Electronic funds transfer |
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| Custom checks or reports |
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| Provide FASB liability reports |
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| Provide state reserve reports |
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| Prepare tax returns |
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"PG Calc is the perfect solution for any size philanthropy office seeking gift administration services. Not only do they demonstrate impressive technical expertise, but also provide superior and timely customer service through their highly professional staff. Their administration of our pooled fund and charitable gift annuities has significantly increased our own efficiency and proven invaluable to our donors."
Laura Martino
Vice President Development
Middlesex Hospital
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