Marketing is an indispensable part of a successful planned giving program, yet our experience suggests that many planned giving professionals find it challenging to put strong marketing efforts into action and refresh them consistently.

Drawing on its years of experience serving the planned giving needs of a wide variety of charitable institutions, PG Calc offers a full range of services to assist charities in establishing or enhancing their planned giving marketing programs, with flexible service offerings running the gamut from fully customized solutions to tactical assistance.

Custom Solutions
While there are any number of best practices all planned giving programs are wise to consider, your program is likely to benefit most from custom solutions that best represent the nature and mission of your charity and the interests and needs of your donors and prospects.

That’s where PG Calc comes in. Our unique combination of planned giving expertise and marketing proficiency has enabled us to develop a wide range of services and tools that can strengthen your marketing skills in such areas as strategic marketing planning, lead generation, and direct marketing.  Review our capabilities and what sets us apart.

PG Calc consultants can provide well-developed insight into and practical advice about everything from strategic marketing plan development and tactical implementations to lead generation techniques and the establishment of metrics with which to gauge your success.

Marketing Tools
PG Calc has a number of lead generation and eMarketing tools that we’re very proud of. We’ll show you how to incorporate them into an integrated marketing effort.

• GiftCalcs - a Web-based calculator for use by your site visitors that provides deduction calculations for all planned gift types
• GiftStory – a series of organizationally branded multi-media presentations on 10 popular subjects to educate your prospects on gift plan options
• GiftGuide - a complementary set of interactive Web tools that educates and cultivates planned gift prospects and ultimately recommends a customized gift plan
• BatchCalcs - an automated way to make your planned giving electronic or postal mailings more effective by including personalized calculations

Thought Leadership and Published Materials
Marketing Consulting service offerings are complemented by the following:

• Marketing White Paper released in June 2009
• Marketing Corner tips in eRate (PG Calc Monthly Client eNewsletter)
• Speeches and talks on eMarketing and other topics
• CPC partnership
• Webinar: Marketing Planned Gifts on a Limited Budget
• CGA Manual (chapter on marketing Gift Annuities)
• eRate (PG Calc Monthly Client eNewsletter) Featured Articles