Planned Giving Manager is a highly robust planned giving calculations and proposal software. With it, you can:

• Rely on constant vigilance from PG Calc regarding updates in response to changes in tax law or state requirements
• Prepare attractive, customized proposals and presentations in a variety of formats
• Provide donors side-by-side comparisons of varying funding amounts and different types of gifts
• Create presentations for all common planned gift vehicles including charitable gift annuities, charitable remainder unitrusts and annuity trusts, retained life estates, and more
• Calculate deductions and other values for gifts of cash, long term appreciated property, short term appreciated property, ordinary income property, and capital loss property
• Determine "optimizer" values with a click of your mouse, including the maximum charitable remainder annuity trust payout rate that passes the 10% and 5% tests, and the bargain sale price that will make a donor's net tax $0
• Model a testamentary charitable remainder trust or gift annuity funded with retirement plan or other IRD assets
• Create donor-specific and prototype gift annuity agreements for all 50 states
• Save time by storing and retrieving donor cases, customizing start-up defaults, and launching cases with any of over 60 proposal templates
• Provide informative reference material for donors’ advisors as they work with you to help execute gift decisions
• Use color diagrams branded with your organization’s logo
• Benefit from seamless integration with MS Word, Excel, PowerPoint, and Blackbaud’s The Raiser’s Edge and BBEC®
• Access our superb Online Help System

Planned Giving Manager includes proposal software to meet the needs of novice, advanced, and power users. Find out which version is right for you.

Using Gift Descriptions in Marketing Materials
To describe the key features of various planned gifts in your marketing communications materials, feel free to use PGM’s gift descriptions. All we ask is that you acknowledge PG Calc as the source of the content. Please take a moment to view our attribution policy.