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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

Software Training

Nov 13-14, 2024

PMG Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely.

PG Calc Blog Post

Nov 6, 2024

From the Blog: IRS Announces Tax Schedules, Exemptions, and QCD Limits for 2025

Many federal tax items are indexed annually for inflation, such as the income tax brackets for individuals and trusts, the standard deduction, the gift and estate tax exemption, and qualified charitable distribution (QCD) limits. The IRS recently announced what the new amounts will be for all 63 of these items in 2025. The new values will increase about 2.8% over the 2024 values they will replace. All of these changes are minor and should have little effect on the tax incentives that encourage donors to make charitable gifts.

Read the Blog Post

PG Calc Webinar

Nov 21, 2024

Show Me the Money: Financial Terms for Fundraisers

What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant.

Shaping Tomorrow report graph showing how survey responders prefer to be described

Next Generation Planned Gifts

As they reshape philanthropy, the Millennial and Gen Z generations are prioritizing social impact, embracing technology, and seeking innovative ways to engage in their giving. A new report, Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving, offers new insights. Both Millennials and Gen Z are shaping the future of philanthropy, but there are distinct differences between the generations.

Read the Article

Insight

Oct 15, 2024

November IRS Discount Rate: 4.4%

In this month's eRate newsletter:

Featured Article: Next Generation Planned Gifts
Quick Tip: Identifying Gifts with Incomplete Information in GiftWrap
From the Blog: Counting What Counts
See You in Orlando at CGP
Webinar Topics for 2025 Coming Together

Read Now

Software Update

Oct 25, 2024

PGM Anywhere Has Been Updated

On Friday evening, we updated PGM Anywhere. The new features are already installed and ready to use.

Nine new property types and ability to choose up to 3 property types at a time
Autosave option and save case prompt options
Six QCD templates
and more

The GiftCalcs webtool is now available again as well.

5 Strategies for an Impactful Planned Giving Website

Free Guide

Oct 23, 2024

5 Essential Strategies for an Impactful Planned Giving Website

With 13 years of planned giving marketing under our belts and lots of testing, we’ve identified 5 Essential Strategies for an Impactful Planned Giving Website. If you want to understand what motivates donors, connects them to your mission, educates them about planned giving, and starts donor conversations, this is the blueprint you’ve been waiting for.

Read Now

Free Checklist

Checklist for Success with New CGAs and Planned Gifts

New charitable gift annuities and other planned gift types require more coordination and information than other types of gifts, but they’re almost always worth it. The biggest source of new CGAs is those donors who already have one, so it pays to manage them well. PG Calc has developed a Checklist for Success to help you make the process easy for your donors and your organizational partners.

Download the Checklist