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

Wondering how you can incorporate BatchCalcs to optimize your planned giving marketing efforts? Read below to see how BatchCalcs turns good marketing ideas into great marketing ideas.  

• Good Idea: In autumn, send a mailing to several hundred existing gift annuity donors to encourage them to fund another gift annuity.
• Better idea: Use BatchCalcs to include in each letter the specific charitable deduction and annuity rate each donor would get if they made a $10,000 gift before the end of the year. 

• Good idea: Identify a group of consistent annual donors to your organization who are 55 to 65 years old and provide details about deferred gift annuities.
• Better idea: Use BatchCalcs to include the charitable deduction and annuity each prospect would receive if they were to fund a deferred gift annuity today and defer payments for five years. 

• Good idea: Send a mailing to a list of several hundred charitable remainder trust prospects that have been identified by a capital campaign screening process. 
• Better idea: Use BatchCalcs to include the specific charitable deduction a donor receive get if the donor funded a 5% charitable remainder unitrust with a target amount before the end of the year.  The target amount could be the same for everyone or set specifically for each prospect.
  

• Good idea: Your charity has a large pooled income fund that still receives quite a few additions each year from its existing participants. Send a letter to the fund's participants that encourages them to add to the fund.
  
• Better idea: Use BatchCalcs to include the specific charitable deduction each donor would get if the donor added $10,000 to the fund. 

BatchCalcs is as easy as it is effective
All you have to do is send us a file of birthdates or ages, plus a name or ID for each prospect, and we add basic planned gift calculations for: gift annuities, deferred gift annuities, unitrusts, annuity trusts, pooled income funds, or charitable lead trusts.

Learn more about how to use our BatchCalcs service and view a sample letter.