Find More Donors

Effective marketing to motivate donor prospects to act.

Start A Planned Giving Program

Are you set up for success from the start?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?

 

 

No Matter Your Gift Administration
Challenge, We Have Your Solution!

 

Call Dave Wolfe at 888-497-4970 for gift administration done right!

 

 

Get More Bequest Gifts with PG Calc's Bequest Manager!

 

Get organized, stay in touch, and manage the process!

Sign up for a free trial of Bequest Manager. Click here or call Dave Wolfe at 888-497-4970.

 

 

Experience Serenity

LET PG CALC HANDLE YOUR ANNUAL GIFT ANNUITY STATE FILINGS
Contact Edie Matulka at 206-329-8144 or ematulka@pgcalc.com

 

 

DID YOU KNOW...
PG Calc Does Marketing?

PG Calc offers fully customized Marketing Services

  • Websites (with Strategy & Analysis)
  • Direct Mail (Newsletters to Postcards)
  • Email (eNewsletters to email follow-ups)

PG Calc will narrowly tailor a marketing program for you. We do all the work so you can spend your time closing more gifts.

Get the added benefit of 30-plus years of PG Calc planned giving market leadership.

Call 888-497-4970 Before August 31st and Get Your First Direct Mail Piece Free When You Sign Up for PG Calc Marketing Services!

888-497-4970 | info@pgcalc.com | www.pgcalc.com/marketing

 

 

 

 

 

Edie Matulka, Senior Consultant

PG Calc staff has unmatched expertise in all things planned giving.

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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 from a range of available platforms.

more

 

IMPROVE YOUR PLANNED GIVING PROGRAM

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

more

 

GET MORE GIFTS

We can provide you with the 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 donors understand what type of planned gift makes the most sense for them.

more

 

STEWARD DONORS AND BE IN COMPLIANCE

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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Get useful planned giving insights every month

Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more!

Subscribe To Our Monthly Newsletter

 


 

Our college re-launched its planned giving program in large part thanks to the creative and talented work of PG Calc's Marketing Services. Our gift planning website was completely revamped with great ease of navigation, interactive tools for donors, and enhancements that allow us to better monitor traffic and interest from visitors."

Jarrett S. Stull, CFRE

Director of Gift Planning and Major Gifts
Marietta College

  • CoP Survey

    PG Calc Sponsors Chronicle of Philanthropy Survey on Marketing Tools & Techniques

    Seventy-five percent of non-profits communicate with donors through both traditional and digital media. The most successful non-profits are delivering the right message to the right person, at the right time, and through the right media. Is your organization finding an effective balance? 

    The Chronicle of Philanthropy has just published their findings from a wide-ranging survey on trends in planned giving marketing.  PG Calc is pleased to sponsor this survey, and we invite you to read this informative report and find out how other non-profits are achieving this balance.  Download your free report from the Chronicle's website to learn about media mixes that work.  

  • NEWS

    PG Calc Acquires Hemmenway & Reinhardt

    On November 15, 2018, PG Calc acquired Hemmenway & Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway & Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway & Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway & Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway & Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients.

    READ MORE ABOUT THE ACQUISITION

  • WEBINAR

    Surveying Planned Giving Prospects

    Have you heard the expression, “You never know until you ask?” It’s true in life and in planned giving. You can learn a lot by asking the right questions and listening to what the answers really tell you. This is why a donor survey is one of the best ways to gather critical information about your donors and their intentions. In this presentation, Andrew will discuss how to apply donor surveys in your marketing plan, what questions to ask, and how, if done properly, donor surveys can be your best source of lead generation.

    Webinar Details

    DATE: September 26, 2019

    TIME: 1:00 PM (EST)

    SPEAKER: Andrew Palmer, Director, Marketing Services, PG Calc

  • SOFTWARE UPDATES

    New PGM Anywhere Offers Designer Proposals and More

    On May 23, 2019, PG Calc announced our latest release of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. The many enhancements in this release include an optional Designer Proposals module for creating brochure-style personalized proposals. Learn more about Designer Proposals.

    GiftWrap 4.2.16 and Bequest Manager 1.16 Released

    On May 31, 2019, PG Calc announced the latest release of GiftWrap and Bequest Manager, PG Calc's industry-leading planned gift administration platforms.  GiftWrap 4.2.16 and Bequest Manager 1.16 contain a variety of enhancements that further increase the value and utility of PG Calc’s suite of gift administration software. This release focuses on expanded capabilities in the areas of access and security, reporting, and overall usability. New features include: 

    • Enhanced support for commuted charitable gift annuities, including allowing calculation for commuted CGAs in State Reserve reports
    • New functionality enabling import of basic bequest intention gift information, facilitating entry of these gifts
    • Enhancements to the Workflow module
    • Various security enhancements, further ensuring the integrity of GiftWrap and Bequest Manager client data, including the addition of the Secure Key Management module
    • A variety of bug fixes, enhancing the stability and reliability of the GiftWrap and Bequest Manager applications

    For more information, call PG Calc Client Services toll free at 888-474-2252.  


Let Us Help You...

Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.
Gary Pforzheimer
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?