PG Calc will conduct an analysis of your liabilities and determine what your reserves should be at any given time.

You can rest assured we have the experience and know-how to generate accurate reports for state regulators. For your annual reports, we know that computing the liabilities for all your planned gifts for your balance sheet can be a daunting task. Our compliance service will help your auditors with the right schedule for them to complete their work.

FASB Liabilities
PG Calc offers the service of computing liability valuations for all planned gift types. These valuations may be used to satisfy the requirements described in Financial Accounting Standards Board (FASB) Statements 116 and 117 or for your own financial reporting purposes.

Charitable Gift Annuity Actuarial Reserves
Performing annuity reserve calculations can be a complex undertaking. We can prepare actuarial reserve calculations for state registration and/or annual reports and, when necessary, arrange for verification by a qualified actuary.

FASB and Reserve Pricing
FASB Liability and Gift Annuity Reserve Reports start at $175/hour with a $375 minimum fee. The cost of a report will vary depending on the number of contracts at your institution. Creating the report after the first year generally costs less due to the reduced time required for initial setup. Please call us toll free at 888-497-4970 to discuss data format and to receive an estimate of report preparation time.

If you need two or more of these services, we encourage you to consider PG Calc’s Gift Administration Services.