Everything You Need in Planned Giving

Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

Contact Us

 

Service Notice: PG Calc Phone System Disruption

PG Calc is currently migrating its phone system to a new provider. If you have trouble reaching our staff 
please email us at  support@pgcalc.com if you need immediate assistance with your software, 
info@pgcalc.com if you have an inquiry about our software or services and would like to reach 
our Sales team, or call at our temporary number 203-292-4141. Sorry for any inconvenience.

 

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.

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.

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.

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.

What's New

PG Calc eRate Sep2025
Insight
Aug 18, 2025

September IRS Discount Rate: 4.8%

In this month's eRate newsletter:

  • Featured Article: Insights From the Giving USA Numbers and Peering Beyond
  • Webinar Recording Available: What the One Big Beautiful Bill Act Could Mean for Gift Planning
  • How AI Can Help Planned Giving – But Be Careful
  • Charites Can Offer ACGA Rates to New York Donors Through at Least January 2026
  • QCD Gifts Made In-Kind: There’s No Magic
Line graph showing Giving as a % of GDP or Disposable Income
Featured Article
Aug 14, 2025

Insights From the Giving USA Numbers and Peering Beyond

Charitable giving totaled $592.5 billion last year according to research conducted by the Lilly School of Philanthropy and published in Giving USA, The Annual Report on Philanthropy for the Year 2024. Nearly three quarters of all giving was from individuals, including $392.5 billion in current giving and $45.8 in bequests, while giving from foundations was $109.8 billion and corporate giving totaled $44.4 billion. Beyond the broad totals, the Giving USA report points to some interesting trends . . .

Free Guide
August 2025

12 Subject Line Tips to Unlock Email Open Rates

When it comes to email marketing, your subject line does the heavy lifting. Before your reader sees your carefully crafted message, compelling call to action, or beautiful design – they see just one thing: the subject line. Subject lines are the gateway to your message. This guide presents 12 proven strategies for writing more effective subject lines, tailored to the unique tone and content of planned giving communications.

finger pushing a "Planned Giving" button
PG Calc Blog Post
Aug 11, 2025

Flip CRUTs and Deferred Gift Annuities – Know the Difference

Clients sometimes ask how their donor can establish a deferred charitable remainder unitrust (CRUT). The donor would like to transfer the funds now, receive the charitable deduction now, but delay receiving payments until a later date. But that cannot be done. A deferred charitable gift annuity allows for exactly what we described – completing the funding now, receiving the charitable deduction now, but receiving the payments at a later time. But how does the Flip-CRUT compare to a CGA, and how is it different?

FREE Webinar Recording
July 22, 2025

Webinar Recording – What the One Big Beautiful Bill Act Could Mean for Gift Planning

On July 22, PG Calc President Gary Pforzheimer and Senior Advisor Craig Wruck presented a free webinar explaining the provisions of the new tax law that might affect charitable giving. In addition to presenting the details of these changes, they provided context for understanding how these changes are likely to influence donor behavior. We hope it leaves you better-prepared to answer your donors’ questions about the new tax law and better-equipped to promote planned gifts effectively.

FREE PG Calc Webinar
Aug 28, 2025

Planned Giving Marketing: What Works, What Doesn't, and What's Next (FREE)

Are you wondering what strategies truly drive success in planned giving marketing? In early 2025, PG Calc surveyed our clients and colleagues in the planned giving industry about marketing strategies they are currently using: what’s effective, and what’s falling flat. In this session, Andrew Palmer will unveil the survey results, explore best practices, and shed light on what the data tells us about the future of planned giving marketing. 

Software Training
Sep 10-11, 2025

PGM Anywhere and Charitable Remainder Trusts (ONLINE)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely (4 hours over 2 days).

Software Training
Sep 23-24, 2025

GiftWrap Introductory (ONLINE)

This 2-day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.

Free CGA Calendars
Updated for 2025

Free CGA State Annual Filing Calendars

Updated for 2025, these calendars outline important filing dates for each state that regulates charitable gift annuities (CGAs). Download PG Calc’s free charitable gift annuity Annual Filing Calendars now to ensure you’re staying compliant with state regulations and avoiding penalties. There are two versions for charities with a fiscal year ending December 31 and June 30.

Let Us Help You...

Whether you are an existing client who wants more help, or you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.

Contact Gary Pforzheimer

or fill out the form for more information