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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

Insight

Apr 16, 2025

May IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Quick Tip: It’s Easy to Change Colors in PGM Anywhere Diagrams
From the Blog: Are You Misvaluing Gifts of Appreciated Securities?
Present Value of Projected Amounts Added to PGM Anywhere
Time to Think about QCDs to Satisfy RMDs
Stop the Pain and End the Suffering – Make This Your Last Year for PIF K-1s

Read Now

plane in stormy weather - damian-karpinski-unsplash

In Turbulent Times, Lessons from the Past Can Help Chart a Course Forward

In times of uncertainty, donors may be inclined to reconsider, postpone, or even suspend their charitable giving. Successful charitable organizations will chart a course to maintain donor relationships through this period of uncertainty, even when donors delay or suspend their giving. We believe planned giving, especially revocable testamentary gifts, can provide an avenue to maintain and even expand donor engagement during these difficult times.

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PG Calc Blog Post

Apr 14, 2025

Are You Misvaluing Gifts of Appreciated Securities?

“What’s the value of my contribution?” When the question arises, my instant response is, “Why, it’s the fair market value, of course.” If pressed, I’ll cite the IRS definition of fair market value (FMV). As straightforward as the rules are, there are situations where it becomes tempting to use the net proceeds from the sale of the stock instead of FMV. But this would be wrong.

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Jack and the Beanstalk illustration of Jack trading his cow for magic beans - copyright lookandlearn.com

New White Paper

Apr 15, 2025

So, You Sold Your Cow for a Handful of Magic Beans. Now What?

In this new white paper by PG Calc Senior Advisor Craig Wruck, he outlines the eight characteristics of a successful planned giving program and a strategy to stay focused on the fundamental best practices of planned giving rather than letting yourself be distracted by magical solutions, like AI, black box data analysis, or the latest twist on crypto currency.

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Software Training

Apr 30-May 1, 2025

GiftWrap - Advanced (ONLINE 4 hours over 2 days)

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities. In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

PG Calc News

Mar 15, 2025

PG Calc Turns 40!

March 15, 2025 marked the 40th anniversary of PG Calc. In forty years, PG Calc has evolved into a full-service software and services company that helps over 2,200 clients and charities with their planned giving. We are so proud of the work we do on behalf of the thousands of clients and charities we support, and we thank our clients for making us a part of their planned giving success. Our team shared their thoughts, memories, t-shirts, and reflections about our 40th anniversary.

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New Website Guide

April 2025

Unlock More Bequests – The Power of a Planned Giving Website

Bequests are the backbone of a strong planned giving program, offering your nonprofit the long-term financial security it needs to grow, innovate, and make an enduring impact. But simply hoping for bequests isn’t enough. You need a strategic, well-designed planned giving website to actively educate, inspire, and guide donors toward making their most meaningful gift. In this new guide, we outline the seven essential objectives your planned giving website should achieve.

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