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.

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Is Now Part of

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We are pleased to announce that PG Calc is now the planned giving division of Foundation Source, the leading provider of enterprise-caliber and technology-led charitable giving solutions. Together we offer a range of purpose-built, cloud-based platforms and philanthropic services that facilitate all stages of giving for donors, nonprofits, professional advisors, and financial institutions. Today we collectively support more than 4,000 charitable organizations, administer more than $22 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually. Learn more.

The same team of planned giving experts you’ve relied on for nearly 40 years is here as we always have been, ready to help you make the most of your planned giving program and answer your planned giving questions. You can continue to use the same phone numbers, email addresses, and logins you’ve always used.

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

Gift Annuity Annual Filing Timeline
UPDATED GUIDE
Mar 26, 2024

Updated Gift Annuity Annual Filing Timeline Template

Keeping your CGA program in compliance with state regulations can be difficult at the best of times. With so many forms to fill out and so much information to compile, deadlines can quickly overwhelm you if you're not careful. 

To help you stay organized, we have updated our Gift Annuity Annual Filing Timeline Template that groups key state deadlines by month due.

PG Calc eRate April 2024
Insight
Mar 15, 2024

April IRS Discount Rate: 5.2%

In this month's eRate newsletter:

  • Featured Article: After 2023, Are We Back to Normal?
  • PGM Anywhere Quick Tip: Templates Make Getting Started Easy
  • From the Blog: Questions to Ask Before Accepting an International Gift and PG Calc’s McPherson and Boerth Featured in Foundation Source Blog
  • Things We Are Following: What's Next for the Proposed DAF Regulations?
a gold bull and bear representing the market shown even on a balance scale
Featured Article
Mar 14, 2024

After 2023, Are We Back to Normal?

A year ago, we analyzed the historical performance results for traditional investment portfolios after the disastrous conclusion of 2022. With quite different results in 2023, we ask the question, “Are we back to normal?” The S&P 500 return in 2023 was 24.23%, and the Barclays Aggregate Bond Index return was 5.53%, resulting in a blended return of 14.88%. Does it give us greater confidence to make the argument that over many years, a prudent investor strategy results in positive returns?

World atlas migration map
PG Calc Blog Post
Mar 11, 2024

Questions to Ask Before Accepting an International Gift

Because outright gifts to charity are universal, and bequests to charity nearly so, it is tempting to think that split-interest agreements, like charitable gift annuities, charitable trusts, and pooled income funds, are just as ubiquitous. However, only a few countries have charitable gift opportunities similar to American charitable gift annuities and charitable trusts. To assist you in your conversations with legal counsel, here are some questions that we recommend you explore...

Software Training
Apr 10-11, 2024

PGM 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.
 

Software Training
Apr 23-24, 2024

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.

FREE GUIDE

What's the Best Asset to Fund an Outright Gift?

What is the best way for donors to fund an outright gift? Donors who are age 70½ or older can make outright gifts with a qualified charitable distribution (QCD) from their Individual Retirement Account (IRA). These donors may wonder whether it is better to fund an outright gift with cash, appreciated securities, or a QCD. Download and use our new decision tree to ask the right questions and guide your donor conversations.

Free Guide

What is the Best Asset to Fund a CGA?

In January 2023 the option to fund Charitable Gift Annuities (CGAs) with Qualified Charitable Distributions (QCDs) became available. That means some donors now have the choice to fund a gift annuity with cash, appreciated securities, or a QCD. Download our free decision tree to get the key questions to ask your donors and help them determine the best asset to use to fund a CGA.

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