PG Calc Your Partner in Planned Giving

About PG Calc

• Our Company
• About Us
• PG Calc Staff
• Strategy, Finance and Operations
• Client Services
• Product Development
• Sales and Marketing Team
• Product Management
• Planned Giving Services Division
• President

Support

• Attribution for PG Calc Incorporated
• HelpClips Library
• eRate Newsletters
• Current Versions of PG Calc Software
• Software Updates
• IRS Discount Rate Information
• Instructions for Ordering 1099-R and 1096 Tax Forms
• IRS Discount Rate Download — Windows
• IRS Discount Rate Downlaod — Macintosh

Contact Us

• Driving Direction
• Subway Directions

Current IRS Discount Rates

• What is the IRS discount rate anyway?
• Advice on Choosing a Discount Rate
• Pooled Income Fund Valuation Rates
• Historical IRS Discount Rate Information
• PG Calc's E-Rate Request Form

Our Expertise

• What is Planned Giving?
• Get Started in Planned Giving
• Getting Started with Gift Annuities
• Grow Your Existing Program
• Program Planning
• Gift Administration
• Gift Planning
• Marketing Planned Giving on Your Web Site

Online Demonstrations

• What is GiftStory?
• GiftStory DemoClip
• Gift Story Client Center
  
  
• GiftCalcs Client Center
  
  
• PGM Overview
• Basics of Running PGM
• PGM & Raiser's Edge
  
• HelpClips Library
  
  

PG Calc Knowledgebase

• Categories
• Favorites
• Glossary
• Contact Us

PG Calc Training

• Calendar
• Training Sessions
• Personalized Training
• Training Methods
• Distance Learning
• Training Fees and Policies
• Gift Administration Basics Overview
• Reporting and Analysis Overview
• Gift Annuity Seminar Overview
• Gift Administration Basics Overview
• Gift Planning Advanced Overview
• Gift Planning Introductory Overview
• Lead Trust School Overview
• Planned Giving by the Numbers
• Training Registration
• Do-it-Yourself Instruction
• Training Sessions Listing
• Webinar Overview
• Purchase a Webinar Recording

Publications

• Charitable Gift Annuities: The Complete Resource Manual
• Planned Giving for Canadians Manual

GiftStory

• GiftStory Overview
• Give and Get Income
• GiftStory FAQs
• GiftStory Try It
• GiftStory Pricing
• Affiliate Pricing Program

GiftWrap

• GiftWrap Overview
• New Release of GiftWrap 3.5
• GiftWrap Try It
• GiftWrap FAQs
• GiftWrap Features
• GiftWrap Pricing
• GiftWrap Specifications
• Meet Your Goals with an Annuity Trust
• Give and Get More in Retirement
• Affiliate Pricing Program

Pooled Fund Organizer

• Pooled Fund Organizer Overview
• Pooled Fund Organizer Try It
• Pooled Fund Organizer Features
• Pooled Fund Organizer Pricing
• Affiliate Pricing Program

Planned Giving Manager

• Planned Giving Manager Overview
• Planned Giving Manager Product Comparison
• Planned Giving Manager Try It
• Planned Giving Manager Features
• Planned Giving Manager Pricing
• Integrated Features in Planned Giving Manager and The Raiser’s Edge
• Planned Giving Manager Specifications

Planned Giving Manager Diagrams

• Estate Plan
• Estate Plan with Life Income Plan
• Gift Annuity Benefits Diagram
• Simple Will
• Unitrust Diagram

GiftCalcs

• GiftCalcs Overview
• GiftCalcs Features
• GiftCalcs Level Comparison
• GiftCalcs Pricing
• GiftCalcs Get Info
• GiftCalcs Pricing
• GiftCalcs Testimonials
• GiftCalcs Get Info
• GiftCalcs Delivers: Two Client Success Stories!

Resources

Come visit us in person!

• On the Road
• Speaker Schedule

Services

• Gift Administration Support
• Gift Administration Services
• Appraisals of Life Income Interests
• Program Audits
• BatchCalcs
• BatchCalcs Client Results
• BatchCalcs FAQs
• BatchCalcs Process
• BatchCalcs Client Uses
• Call-in Calculation Service
• CGA State Regulation Compliance
• Compliance Reporting
• Cross-Border Giving
• Planned Giving Manager — Custom Logo
• Establishment of a Gift Annuity Program
• Starting a Program
• Presentations
• Staff Support
• Program Assessments
• Gift Design and Illustrations
• Sample Presentation Topics