Gift Annuity Manager

Create proposals and agreements for every type of gift annuity.

Gift Annuity Manager (GAM) is software to meet all your gift annuity calculation and proposal needs, from initial contact with a prospect to completed gift.

Everything You Need for Gift Annuities

Gift Annuity Manager (GAM) gives you everything you need for every stage of the gift annuity planning process.

  • Introduce gift annuity concepts and benefits in an initial conversation with simple charts, attractive diagrams, and concise gift descriptions written in plain English.
  • As the gift annuity planning progresses, create a gift agreement for whatever state the donor lives in, or compare funding a gift annuity with cash versus appreciated stock.
  • When your donor completes a gift annuity, create documents that substantiate the donor's deduction and summarize the gift. Even create an official gift acknowledgement letter.

Backed By PG Calc Expertise

At PG Calc, we pride ourselves on providing our clients with outstanding support.

  • Consult GAM's outstanding Help system for a clear and complete explanation of every aspect of GAM, as well as for an extensive glossary of planned giving concepts and full text of tax rulings relevant to gift planning.
  • Contact our client support team by phone or email to get the expert guidance you need, whether you have a question about a GAM proposal you have created, want to know how to model a particular gift in GAM, or have a gift planning question.

 

 

Features

Here are the highlights of what you can do with Gift Annuity Manager.

  • Introduce gift annuity concepts and benefits in an initial conversation with simple charts, attractive diagrams, and concise gift descriptions written in plain English.
  • Create presentations for every type of gift annuity: immediate payment, deferred, flexible, and commuted.
  • Calculate deductions and taxation of annuity payments.
  • Analyze the benefits of funding a gift annuity with cash versus long term gain property.
  • Create gift annuity agreements that meet the requirements of all 50 states and DC.
  • Export any GAM presentation to Word and edit it as you wish; export to Excel, too.
  • Compare your choice of gift amounts side-by-side.
  • Set custom start-up default values.
  • Produce documents, such as proposal letters, gift descriptions, gift annuity disclosure statements, and IRS discount rate elections, or have PG Calc create a custom document for you.

Gift Annuity Manager performs most optimally on the following operating systems:

  • Windows Vista
  • Windows 7
  • Windows 8*
  • Windows 10*
  • Macintosh**

* GAM runs as a traditional desktop application under Windows 8 and Windows 10. GAM is not available through the Windows Store and will not run on Windows RT tablet or other devices that utilize ARM chipsets. GAM has not been tested on Windows 10 Mobile. PGM Anywhere is available for use on these and other mobile devices."

** GAM can be run on Apple Macintosh personal computers using Windows virtual machine software.

GAM has been successfully deployed under Windows Server, Terminal Server, Citrix, VMWare, Virtual PC, and other such environments for running Windows applications. Network install instructions for GAM are provided.

Sign Up For Your FREE Gift Annuity Manager Trial Now!

Sign up for a free 45-day trial, and start using Gift Annuity Manager today!

See for yourself why hundreds of gift planners throughout the United States use Gift Annuity Manager to create proposals for their gift annuity prospects. 

Complete and submit the trial request form.  Begin your evaluation of Gift Annuity Manager today!

 

 

How Can We Help You?

If you need a purpose-built tool for calculating gift annuity deductions and payments, and producing compelling gift illustrations, we can help!
Director of Sales

Contact Dave Wolfe:

888-497-4970 E-mail

Have a question?