Personalize Your Marketing!
What is the BatchCalcs Service?
PG Calc’s BatchCalcs service gives fundraisers an automated way to make their planned giving mailings more effective by including personalized calculations in each prospect letter or e-mail.
Our BatchCalcs service adds individual planned gift calculations for each person in a file of donor information in order to allow you to personalize a direct mail or e-mail solicitation. Once the calculations have been added to your file, we can return it to you for fulfillment or we can produce the solicitation for you. The gift information can be merged into your letters/e-mails or provided on separate illustration pages.
Whether you want to mail to a few hundred prospects or many thousand, our BatchCalcs service gives you a fast, easy, and affordable way to add impact to each message.
All you have to do is send us a file of birthdates or ages, plus a name or ID for each prospect, and we add basic planned gift calculations for: gift annuities, deferred gift annuities, unitrusts, annuity trusts, pooled income funds, or charitable lead trusts. If you want to include additional information for each prospect, such as a target gift amount, you can. Just tell us what to assume for all the values you don't supply in the file.
The calculations we can add to your file include:
- Charitable deduction
- Beneficiary actuarial ages
- Gift annuity rate and amount
- Tax-free, capital gain, and ordinary income portions of annuity
- Years of tax-free income from annuity
Learn more!
Don’t just take our word for it, read about how a BatchCalcs Client Gets Great Results!
Pricing
Option 1 – Add calculations to file: $500 for up to 500 records. $0.25/record for each record over 500.
Examples:
 |
# Records |
Fee |
250 |
$500 |
500 |
$500 |
1,000 |
$625 |
5,000 |
$1,625 |
Option 2 — Add calculations to file and produce printed or electronic mailing: Option 1 fees plus fee for mailing fulfillment. Contact PG Calc to discuss mailing fulfillment fee.
Please note that there will be an additional fee if your data is delivered in a form too far from our specifications, or if we need to provide more than modest assistance in helping you extract your data from your database.
Brochure
Contact Us
For further information or pricing to produce your mailing, please call PG Calc toll free at 888-497-4970 or send an e-mail.
