Planned Giving Manager

Calculations and proposal software for all planned gifts

Planned Giving Manager (PGM) is comprehensive planned gift proposal software for your desktop and laptop. When you purchase PGM, you also get access to PGM Anywhere, our web-based planned giving proposal software for use on tablets, laptops, and desktops.

Everything You Need

Planned Giving Manager (PGM) is the industry's leading planned gift illustration software. Why? Because PGM makes it easy for you to create the materials you need at every stage of the gift planning process.

  • Introduce planned gift concepts and benefits in an initial conversation with simple charts, attractive diagrams, and concise gift descriptions written in plain English.
  • As the gift planning progresses, create detailed analyses, as needed, to satisfy the most demanding donor or advisor.
  • When your donor completes a planned gift, 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 PGM's outstanding Help system for a clear and complete explanation of every aspect of PGM, as well as for an extensive glossary of planned giving concepts and the 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 PGM proposal you have created, want to know how to model a particular gift in PGM, or have a gift planning question.

 

 

PGM Features

Here are some highlights of what you can do with Planned Giving Manager.

  • Create presentations for every planned gift: bequests, gift annuities, charitable remainder trusts, retained life estates, charitable lead trusts, pooled income funds, and more.
  • Calculate deductions, taxation of payments, and effective return.
  • Project the benefits to your charity and the income beneficiaries of a life income gift.
  • Analyze the benefits of giving cash, long term gain, short term gain, or retirement plan assets.
  • Create gift annuity agreements that meet the requirements of all 50 states and DC.
  • Compare your choice of gift plans and/or gift amounts side-by-side.
  • Export any PGM presentation to MS Word and edit it as you wish; export to Excel too!

...and more!

 

PGM Specifications

Planned Giving Manager performs most optimally on the following operating systems: 

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

* PGM runs as a traditional laptop/desktop application under Windows 8 and Windows 10, including on Microsoft Surface Pro devices. PGM will not run on Surface, Surface 2, and other Windows RT devices utilizing ARM chipsets, and will not run on Windows Phone or Windows 10 Mobile. PGM Anywhere is available for use on mobile devices.

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

PGM 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 PGM are provided.

Sign Up For Your FREE Planned Giving Manager Trial Now!

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

See for yourself why thousands of gift planners throughout the United States use Planned Giving Manager to create proposals for their planned gift prospects. Try out the industry's leading planned gift illustration software today for free!

Complete and submit the trial request form, and begin your evaluation of Planned Giving Manager today!

 

 

Planned Giving Manager Pricing

Get the most for our money!

PG Calc provides two gift illustration applictions to charities – Planned Giving Manager (PGM), for organizations that want to calculate and illustrate a wide range of life income gifts, and Gift Annuity Manager (GAM), for organizations that want to calculate and illustrate only gift annuities.

If you are an existing GAM client and ready to explore Planned Giving Manager, call us today at 888-497-4970 for more information about features that might be important to your program as well as pricing based on your existing GAM contract.

PGM and GAM clients both get access to PGM Anywhere for no additional charge.

Planned Giving Manager License Fee* Annual Service Total Year One
Primary Copy $1,295 $695 $1,990
Additional Copies $300 $165 $465

* The license fee is a one-time fee; the service fee is recurring and is renewable annually.

Order Your  Copy of PGM  Now!

Planned Giving Manager makes us seem like professionals...

When we’re interfacing with development colleagues, and certainly when we’re meeting with donors, it’s nice to have the templates and University of Denver branding consistent throughout. When you’re able to show them the numbers with a lot of certainty, tax rates and payouts, it makes the donor more comfortable that we have been doing this for a while and that we know what we are doing.”

 

Jon Kraus
Director of Development, Gift Planning
University of Denver

 

 


How Can We Help You?

With Planned Giving Manager, you can help donors readily understand what type of planned gift makes the most sense for them. If you would like to see how PGM can enhance your planned giving program, just let us know.
Director of Sales

Contact Dave Wolfe:

888-497-4970 E-mail

Have a question?