Continuous Guidance and Support

Your partner in planned giving success.

Running a successful planned giving program is a lot easier when you have an expert you can rely on. Let’s partner together to make your program the best it can be.

Rely On Our Expertise Whenever You Need It

PG Calc creates a program of services customized for your organization and focused on one objective - to maximize the success and productivity of your planned giving program.

 

Maintain Your Program Effectiveness

We offer support to help you market planned gifts, identify planned giving prospects, develop strategies to close planned gifts, and create stewardship programs that make the most efficient use of your resources.

Target the Most Qualified Prospects

We work with your existing database to identify your most likely planned gift prospects and then implement targeted strategies to reach them. While the focus of our prospecting is relatively narrow, its results are often dramatic. Our prospecting approach costs less, moves more quickly, and very often results in larger gifts.

 Continuous Guidance Features

  • Formalize Your Program
  • Reduce CGA Risk
  • Ensure State Compliance
  • Improve Marketing Results
  • Train Staff and Board Members
  • Get Assistance with Complex Gifts
  • Consultation with Donors and Professional Advisors
  • Receive Expert Guidance and Advice

 

 


What it's Like to Work With Us

We work in collaboration with our clients, helping to devise overall strategy, and assisting in the day-to-day operation of their planned giving programs.

 

Our training is practical and actionable. We can help you educate individuals involved in proposing and closing gifts with donors, leadership and board of directors, and those responsible for administration and finance. PG Calc can be on the front lines or the technical back office for your planned giving program.

 

 


How Can We Help You?

Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.
Vice President, Consulting

Contact Jeff Lydenberg:

617-497-4997 E-mail

Have a question?