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Compliance Reporting

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Meet All Your Reporting Needs

PG Calc can provide reports for you regardless of who does your gift administration.

FASB Liabilities

PG Calc offers the service of computing liability valuations for all planned gift types. These valuations may be used to satisfy the requirements described in Financial Accounting Standards Board (FASB) Statements 116 and 117 or for your own financial reporting purposes.

Charitable Gift Annuity Actuarial Reserves

Performing annuity reserve calculations can be a complex undertaking. We can prepare actuarial reserve calculations for state registration and/or annual reports and, when necessary, arrange for verification by a qualified actuary.

FASB and Reserve Pricing

FASB Liability and Gift Annuity Reserve Reports start at $175/hour with a $375 minimum fee. The cost of a report will vary depending on the number of contracts at your institution. Creating the report after the first year generally costs less due to the time required for initial setup. Please call us toll free at 888-497-4970 to discuss data format and to receive an estimate of report preparation time.

If you need two or more of these services, we encourage you to consider PG Calc’s Gift Administration Services.

For further information or pricing, please call PG Calc toll free at 888-497-4970 or send an e-mail.

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Your Partner in Planned GivingSM

PG Calc Incorporated

129 Mount Auburn Street, Cambridge, MA 02138   |   tel: 888-497-4970   |   fax: 617-497-4974

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