Planned Giving Manager
Calculations and proposal software for all planned gifts
Planned Giving Manager (PGM) is highly robust planned giving calculations and proposal software.
PGM enhances your productivity by giving you the ability to calculate, explain, compare, and promote planned gifts, and to work more effectively with your donors and their advisors. Whether you want to explain how a gift plan works to a new prospect or provide a detailed analysis of its benefits to a sophisticated donor or advisor, PGM can create the presentation you need in minutes.
Compare different gift options side-by-side, produce diagrams to illustrate how a gift plan works, project a gift plan’s future benefits to your charity and your donor, provide signature-ready gift annuity agreements to your donors in every state, and much much more. For example, one feature that sets PGM apart from other solutions is its seamless integration with Microsoft Word® and Blackbaud’s The Raiser’s Edge and BBEC® .
PGM keeps you up to date
PG Calc’s staff of gift planning experts assures that our software is up to date with the latest tax law. When the American Council on Gift Annuities updates its annuity rate tables, when the IRS indexes its tax tables, when Congress passes a new tax law, we are on top of the changes and incorporate them into PGM quickly so that our clients are on top of them, too.
Not Ready for Software? Obtain accurate calculations and attractive proposals with our Fee-For-Calcs service.