Planned Giving Manager
Calculations and proposal software for all planned gifts
Planned Giving Manager (PGM) is a highly robust planned giving calculations and proposal software. The software calculates almost limitless combinations of asset and gift types, allowing gift planners to prepare attractive, side-by-side comparisons of various planned gift scenarios. No program makes it easier to calculate deductions and other values for gifts of cash, long term appreciated property, short term appreciated property, ordinary income property, and capital loss property.
The results from PGM are eminently reliable due to PG Calc’s constant vigilance regarding updates in response to changes in tax law or state requirements. In the last year alone, the software has been updated in response to the following changes in the gift planning landscape, among other enhancements:
- Gift, estate, and generation skipping tax changes that took effect on January 1, 2011
- ACGA annuity rate tables that take effect on July 1, 2011
- A trust income tax table and annual gift tax exclusion that reflect 2011 indexing
- IRS discount rates updated monthly
PGM enhances your productivity by giving you the capability to calculate, explain, compare, and promote planned gifts, and to work more effectively with you donors and their advisors.
One of the features that set PGM apart from other solutions is its seamless integration with Microsoft Office® and Blackbaud’s The Raiser’s Edge and BBEC® . And, in this current economic environment, many charities frequently take advantage of the “optimizer” function which determines values, including the maximum charitable remainder annuity trust payout rate, that passes the 10% and 5% tests, and the bargain sale price that will make a donor's net tax $0.
Not Ready for Software? Obtain accurate calculations and attractive proposals with our Fee-For-Calcs service.
|
