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?

Why Is PG Calc Like a Unicorn?

Enter PG Calc's Unicorn contest, and tell us why PG Calc is like a unicorn.

 


FEELING OVERWHELMED?

GIFT ANNUITY STATE FILING DEADLINES ARE APPROACHING

Let PG Calc's Consultants assist you with annual filing so you can focus on fundraising.

 

Call 206-329-8144 and get annual filing assistance now

 

   

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.

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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.

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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.

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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

    ACGA Announces New Suggested Maximum Gift Annuity Rates

    On May 15, 2018, the American Council on Gift Annuities (ACGA) announced new suggested maximum gift annuity rates to replace the rates that became effective on January 1, 2012. The new rates will apply to gift annuities established on or after July 1, 2018. PG Calc recently announced the release of Planned Giving Manager version 7.5A, our desktop gift planning software, and an update of PGM Anywhere, our online version of PGM that is optimized for the tablet, laptop, and desktop. These updates include the new ACGA schedule of suggested maximum annuity rates that will go into effect on July 1, 2018.

  • WEBINAR

    Top 10 Planned Gift Marketing Strategies from Scientific Research

    Professor Russell James has conducted extensive research over the past several years into why donors give and how well they respond to different marketing messages. In this webinar, Professor James will review his findings and describe the top ten planned gift marketing strategies that he has been able to identify based from his research.

    Webinar Details

    DATE: October 25, 2018

    TIME: 1:00 PM (EST)

    SPEAKER: Russell James, professor in the Department of Personal Financial Planning at Texas Tech University

  • SOFTWARE UPDATES

    Major Update of PGM Anywhere Released

    On September 19, 2018, PG Calc announced the latest release of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. Highlights of this major update include:

    • Income tax and capital gain tax calculations for all planned gifts
    • Modeling of four tiers of income for CRTs
    • Return Based on Cost of Plan chart that compares life income plan effective rates of return
    • Comparison of planned gifts with keeping or selling and reinvesting the gift asset
    • Advanced investment assumptions, such as % tax-free income and asset turnover %
    • Export to Excel

Let Us Help You...

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

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?