Planned Gift Administration

Take away the pain of administering your planned giving program

The many aspects of administering a planned giving program can be time consuming and headache inducing. Choose any asset manager and let us be your back office. Then you can rest easy with the knowledge that everything is being done correctly.

Planned Gift Donors Deserve Highly Effective Stewardship

Administering a planned giving program isn't easy. The challenges include flawlessly processing payments for donors, maintaining important tax information, staying compliant with regulations, and much more. With PG Calc Gift Administration, you will have happy donors and a well-run planned giving program. 

 

Gift Annuities, Pooled Income Funds, and Charitable Trusts

Although there are subtle differences between administration of different kinds of planned gifts, PG Calc knows them well and handles them all.

 

Improve Your Relationship With Donors

When your donors know that they will receive their payments and tax forms in a timely fashion (and without errors), you build trust with them. Building trust with donors is key to receiving more gifts.

 

All Aspects of Gift Administration

We'll help you with all the nitty and gritty details that come with administering your gift administration program. We handle payments, send out tax forms, track gift values, and maintain gift data for you.

 Gift Administration Service Features

  • We maintain your database of donors
  • We pay your donors correctly and on time
  • We use your logo on checks or pay electronically
  • We send 1099-Rs or K-1 accurately and on time
  • We compute the values of each annuity quarterly
  • We create state reserve reports for the states you need
  • We create FASB liability reports for your auditors

 

 

 

 

Schedule Your FREE  Gift Administration Review Now!

 

 


 

 

 

Not only has every aspect of our work with PG Calc been above our expectations and seamless, ...

but we’ve received more than 15 new annuities, dozens of bequests and even a Charitable Lead Trust thanks to their work. Perhaps best of all, PG Calc’s accuracy is always ‘spot on.’"

 

 Barry Nickelsberg
Chief Development Officer -  Estate & Gift Planning 
The Carter Center

 

 


 

 

 

What It's Like to Work With Us

 

We work closely with you and your money manager to make a seamless process of closing gifts, paying donors, and terminating gifts.  It's better than a one-stop shop because you get the best of both worlds. 

 

Flexibility

Many of our charity customers tell us that outsourcing gift administration to PG Calc gave them the flexibility to choose the asset managers in whom they had the most confidence, rather than having to select a financial partner from the short list of those that also offer gift administration.

Your Branding

When PG Calc does your mailings, you can have us insert materials for your donors, customize the message on their check stub or EFT advice, and always have your organization’s logo on your checks. By leveraging your organization’s branding, you can ensure that your donors are continuously reminded of your mission and your value.

Expertise and Experience

We can also work with you to execute other aspects of gift administration, including compliance reporting, helping you with process implementation, and auditing and evaluating your current gift administration procedures. Additionally, some programs will benefit from a thorough risk assessment designed to determine to what extent their gifts are likely to result in positive remainders.

 

 


  The PG Calc Advantage
By combining deep technical and industry expertise with years of customer-centric experience, we effectively manage stewardship and compliance efforts for hundreds of charities and non-profit organizations.
ADMINISTER
MORE THAN

12,000
GIFT ANNUITY CONTRACTS
AND NEARLY
100
POOLED INCOME
FUNDS
 

 


How Can We Help You

If you're looking for answers about choices for administering your CGAs, PIFs, or CRTs, we can help.
Director of Sales

Contact Dave Wolfe:

888-497-4970 E-mail

Have a question?