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BatchCalcs
Personalize prospect mailings with customized planned gift calculations

PG Calc’s BatchCalcs service makes planned giving direct mail marketing more effective by automatically adding personalized calculations for each recipient – giving you a fast, easy, and affordable way to create more persuasive postal or email mailings.

Using BatchCalcs, you can include the following information to customize a postal direct mail or email solicitation about a proposed gift:
  • Target gift amount
  • Charitable deduction
  • Annual payment amount or rate
  • Amount and duration of tax-free portion of gift annuity payments

Including these details makes a postal or email stand out – and will ensure that your prospects know they stand out to you. This level of personalization will make your prospects feel special, valued, and relevant. 

On top of the great benefits and affordability, BatchCalcs is easy. All you have to do is send us a file of birthdates or ages, plus a name or ID for each prospect, and we can add basic planned gift calculations for gift annuities, deferred gift annuities, charitable remainder trusts or pooled income funds.

  • View our sample letters to see the personalized letters that BatchCalcs can help create.

 



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