Expert, Reliable, Cost-effective Solutions
Over 3,000 gift annuity contracts and 100 pooled income funds are administered here at PG Calc. Our gift administration services meet the diverse needs of development, business, and finance offices at charities nationwide.
Our relationship managers are experts in all aspects of charitable gift administration. We work closely with every member of a charity's gift administration team, including the charity's investment manager, whether assets are managed in-house or outside.
Services Available |
Gift Annuities |
Pooled Funds |
Maintain gift data |
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Produce payments |
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Produce 1099-R tax forms |
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Electronic 1099-R tax filing |
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Track current value of annuities |
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Allocate income among fund participants |
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Print K-1 letters |
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Electronic funds transfer |
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Custom checks or reports |
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Provide FASB liability reports |
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Provide state reserve reports |
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Prepare tax returns |
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For further information or pricing, please call PG Calc toll free at
888-497-4970 or send an e-mail.
Gift Administration Services Brochure (PDF)
