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What We Do

FIND MORE PROSPECTIVE DONORS

Marketing Services

We can help you reach and engage with prospective donors through a sophisticated blend of traditional and online marketing initiatives. We work with you to customize the ideal marketing approach for your audience, drawing for a range of available platforms.

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Improve your planned giving program

Consulting

Our experts will help you build upon your program's strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Wheather your program is small or large, basic or sophisticated, we can help you enhance your efforts.

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Get more gifts

Gift Illustrations

We can provide you with tools and expertise you need to effectively present the benefits of a planned gift to your prospective donors, to create gift annuity agreements and gift calculations, and to help your donor understand what type of planned gift makes most of sense for them.

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Steward donors and be in compliance

Gift Administration

Ensure efficient and effective gift administration by outsourcing the work to PG Calc. By combining our decades of planned giving expertise with state-of-the-art tools like GiftWrap, we can fulfill all of your stewardship and compliance needs.

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What's New

Free Webinar

Oct 9, 2025

Free DAF Day Webinar: Unlock the Power of DAF Fundraising

Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser, you can’t afford to overlook this powerful tool. Celebrate DAF Day this October 9th by joining PG Calc’s Gary Pforzheimer for a FREE webinar hosted by Foundation Source and in collaboration with DAF Day founder, Chariot: DAF Day 2025 – Unlock the Power of DAF Fundraising.

Insight

Sep 15, 2025

October IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Navigating the Quid Pro Quo Trap – How It Affects QCDs and DAFs
From the Blog: Can The Donor “Gift” Her Entire IRA to a Charity – Now, During Life?
Do You Need a Head Start on a “Jump Start” Trust?
Does Mentioning DAFs Encourage More Gifts? Why Testing Matters in Planned Giving Marketing
Two Tax Law Changes Present Fundraising Opportunity This Year

Read Now

PG Calc Software Updated

Sep 24, 2025

PGM Anywhere Updated on 9/24/25

PGM Anywhere was updated on September 24, 2025. This release includes:

Commuted payment gift annuities
Updated QCD templates
Optional enhanced password requirements
Accessibility improvements
Technology upgrades

All enhancements are described in the Release Notes available from a link on the PGM Anywhere login screen. If you have any questions, please do not hesitate to contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com.

IRS Headquarters in Washington DC with a red traffic light

Navigating the Quid Pro Quo Trap – How It Affects QCDs and DAFs

QCDs and DAFs are lucrative sources of philanthropic dollars available for current use. Donors often use QCDs and/or DAFs to make tax advantaged annual gifts. In addition, donors make tax smart major or even principal gifts from one of these sources. Both DAF donor advisors and QCD donors may not enjoy quid pro quo benefits that exceed the insubstantial value rules applicable to these gifts. Following tax law, even when the IRS isn’t looking, establishes the credibility and philanthropic motive underlying the preferential tax treatment of charitable gifts.

Read the Article

finger pushing a "Planned Giving" button

PG Calc Blog Post

Sep 15, 2025

Can The Donor “Gift” Her Entire IRA to a Charity – Now, During Life?

Professional gift planners routinely speak with donors about making charitable gifts with funds from qualified retirement plans. The IRA is a vehicle in which many Americans hold considerable wealth, and it’s only natural to ask whether some of those funds could be used for charitable gifts. It IS possible to use funds from IRAs and other retirement plans to make gifts to charities, however, there are limitations and conditions. Gift planning professionals should be familiar with these unique requirements.

Read the Blog Post

Software Training

Oct 15, 2025

Gift Planning with PGM Anywhere - Advanced (Indianapolis, IN)

This full-day, in-person seminar takes place ahead of the CGP National Conference in Indianapolis. It explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of PGM Anywhere.

PG Calc Webinar

Oct 21, 2025

Wanted, Dead or Alive: Finding Missing Beneficiaries

In this webinar, Morgan Heck will draw on her 13 years of experience as a prospect researcher to share practical strategies and useful resources for finding beneficiaries and donors who have gone missing. PG Calc’s Kara Morin will present Morgan with common missing person cases and offer advice on what to do if a person simply can’t be found.

BatchCalcs

YEAR-END APPEALS

Leverage BatchCalcs in Your Year-End CGA Appeals

Now is the time to get a jump on marketing year-end CGAs to donors. Donors need time to start planning, and our BatchCalcs service allows you to provide each of your donors with a personalized, specific calculation in your appeal letters or emails to show the many benefits of a CGA. A more personal message is a more persuasive message. Talk to us about how we can incorporate BatchCalcs into your gift annuity mailings.

Talk about BatchCalcs

PG Calc Webinar

Sep 25, 2025

Date of Gift and Substantiation Rules – Q&A Webinar (FREE)

The IRS’s rules for establishing the date of a gift can get arcane quickly. And getting the date of gift right can be important for valuing the gift, and especially at year-end. In this free Q&A webinar, PG Calc consultants Jeff Lydenberg and Edie Matulka reviewed common date-of-gift situations and substantiation requirements, then spent the bulk of the hour answering questions from the audience on these topics.

Watch the Recording Now