GiftStory Overview

Brighten Your Prospects!

GiftStory is new, easy-to-use software from PG Calc that creates customized, multimedia presentations for a range of common donor situations. This planned giving learning tool incorporates industry best practices to help you build relationships with your prospects as you educate and motivate them to support your organization’s mission.

DemoClip:

See How GiftStory Goes to Work for
Charitable Organizations

Want to view an entire GiftStory presentation? Get a FREE preview of Meet Your Goals with a Unitrust

GiftStory's animated presentations communicate planned giving information clearly, in a warm and engaging manner, through brief self-running modules that include text, graphics, and optional audio narration. Designed to make your job easier and to save you countless hours of preparation, GiftStory helps you to cultivate prospects near and far more effectively and efficiently than ever before:

Select the planned giving topic most relevant to your prospect
Create a custom proposal with prospect-specific calculations
Add your organization’s logo, title image, and contact information
E-mail a GiftStory link to one prospect or to large lists
View a GiftStory on a computer with your prospect or show it to a group, use it to discuss
Print a GiftStory
Deliver a GiftStory on CD

Ten captivating GiftStory presentations help you tell the story of planned giving. To read about a presentation, click on a title below and a pop-up window will appear (please check your system to disable pop-up blockers).

Give and Get Income (overview of life income gifts)
Give and Get More in Retirement
Meet Your Goals with a Gift of Retirement Assets
Meet Your Goals with a Gift of Real Estate
Meet Your Goals with a Bequest to Charity
Meet Your Goals with a Gift Annuity
Meet Your Goals with a Deferred Annuity
Meet Your Goals with a Unitrust
Meet Your Goals with an Annuity Trust
Give Your Home and Keep It Too (retained life estates)

GiftStory is not only an exciting way to extend your organization’s reach, but it is affordable, too!

The setup cost is $295 with a $295 annual support fee. This includes hosting, periodic updates for current tax law, and ongoing client support.

For more information or for assistance, call us toll-free at 888-497-4970 or e-mail info@pgcalc.com.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Brighten Your Prospects! GiftStory is new, easy-to-use software from PG Calc that creates customized, multimedia presentations for a range of common donor situations. This planned giving learning tool incorporates industry best practices to help you build relationships with your prospects as you educate and motivate them to support your organization’s mission. DemoClip: See How GiftStory Goes to Work for Charitable Organizations Want to view an entire GiftStory presentation? Get a FREE preview of Meet Your Goals with a Unitrust GiftStory's animated presentations communicate planned giving information clearly, in a warm and engaging manner, through brief self-running modules that include text, graphics, and optional audio narration. Designed to make your job easier and to save you countless hours of preparation, GiftStory helps you to cultivate prospects near and far more effectively and efficiently than ever before: Select the planned giving topic most relevant to your prospect Create a custom proposal with prospect-specific calculations Add your organization’s logo, title image, and contact information E-mail a GiftStory link to one prospect or to large lists View a GiftStory on a computer with your prospect or show it to a group, use it to discuss Print a GiftStory Deliver a GiftStory on CD Ten captivating GiftStory presentations help you tell the story of planned giving. To read about a presentation, click on a title below and a pop-up window will appear (please check your system to disable pop-up blockers). Give and Get Income (overview of life income gifts) Give and Get More in Retirement Meet Your Goals with a Gift of Retirement Assets Meet Your Goals with a Gift of Real Estate Meet Your Goals with a Bequest to Charity Meet Your Goals with a Gift Annuity Meet Your Goals with a Deferred Annuity Meet Your Goals with a Unitrust Meet Your Goals with an Annuity Trust Give Your Home and Keep It Too (retained life estates) GiftStory is not only an exciting way to extend your organization’s reach, but it is affordable, too! The setup cost is $295 with a $295 annual support fee. This includes hosting, periodic updates for current tax law, and ongoing client support. For more information or for assistance, call us toll-free at 888-497-4970 or e-mail info@pgcalc.com.

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