Proposal Services

Planned Giving Manager

Gift Annuity Manager

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Bequest Manager

GiftCalcs

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Proposal Services

If you don’t have access to planned giving calculations software, allow us to crunch the numbers for you with a quick turnaround. Completed proposals or completed gift agreements can be emailed or faxed to you within one business day.

Gift Annuity Proposals
Gift annuity proposals contain the documentation you need to present your gift annuity calculations to a donor in a proposal format. Enter your proposed gift into the fields below for a gift annuity proposal, or call Client Services at 888-474-2252.

Gift Annuity Agreements
Gift annuity agreements contain the data that your donor has agreed to, and prepared documentation to close your gift. Enter the gift information into the fields below for a gift annuity agreement, or call Client Services at 888-474-2252.

To request your proposal or agreement online, fill out the form below. For additional information, or if you would like a proposal for other gift types, call Client Services at 888-474-2252 or send us an email.

Fill in the applicable information below for your calculation.

*Required Information

* Name of your Organization:

* Gift Date:

Dates of Birth or Ages:
* Beneficiary 1
Beneficiary 2

* Proposed Gift Amount:

* Cost Basis (if applicable. enter as dollar amount or percent):

* Gift Type: Charitable Gift Annuity

Payout Rate¹:

Payment Frequency:

Monthly

Quarterly

Semiannual

Annual

Optional Information

* Personalization:
Name of Donor(s)
Name of Person at your organization to appear on the documents

* Proposals documents to be included:
	Gift description
	Summary of benefits chart
	Actuarial Calculations chart (with IRS code citations)
	Rate of return analysis
	Taxation of Gift Annuity Payments

¹ We will use the recommended ACGA payout rates currently in effect unless you specify otherwise

If you would like a Gift Annuity Disclosure Statement and/or a Gift Annuity Agreement, click here. We will send you a document detailing the required information we need to complete these documents for you.

Select the documents you require:

Gift Annuity Proposals
Your credit card will be charged $50 for this gift annuity proposal.

Gift Annuity Agreements
Your credit card will be charged $100 for this gift annuity agreement.

Contact Information (*Required fields)
*Full Name:
Title:
*Organization:
*Address:
Address (Line 2):
*City:
*State:
*Zip Code:
*Email Address:
*Phone:
Fax:

Payment Method

To complete your order, select a method of payment below and fill out credit card information if applicable. PG Calc accepts payment by Master Card, Visa, American Express, Diner's Club, and Discover. When finished, click the Continue button at the bottom of this page to proceed to the confirmation page.

Select a payment method:

Bill the following credit card.
Send me an invoice.

All credit card information (and other information) that you enter on this form will be sent to a secure server using SSL encryption technology.

Credit Card Information
Card Type:
Name on Card:
Credit Card Number:
Expiration Date:

Thank you.

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