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.

 

  Let's have a conversation before the next round of gift annuity annual filing deadlines. Call Edie Matulka at 206-329-8144 for a complimentary half-hour of consulting!
 

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.

 

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.

 

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, helping your donors understand what type of planned gift makes the most sense for them.

 

STEWARD DONORS AND BE IN COMPLIANCE

Ensure efficient gift administration by outsourcing the work to PG Calc. By combining our decades of expertise with state-of-the-art tools like GiftWrap, we can fulfill all the stewardship and compliance responsibilities associated with your gift annuity program or pooled income fund.

 

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!

 


 

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

    Taxation Basics for Gift Planners

    This presentation provides the basics of income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes) with which every fundraiser with planned gift responsibility should be familiar. Also learn about the various tax benefits associated with charitable gifts and the factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.

    Webinar Details

    DATE: June 28, 2018

    TIME: 1:00 PM (EST)

    SPEAKER: Bill Laskin, Vice President, PG Calc

  • SOFTWARE UPDATES

    GiftWrap/Bequest Manager Update Released

    PG Calc released GiftWrap 4.2.13 on May 12, 2018.  This update on contains 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 compatibility, security, and usability. New features include:

    • Single Sign-On optional feature
    • Bequest enhancements
    • FASB enhancements for commuted gifts

    In addition, this release incorporates a variety of bug fixes, enhancing the stability and reliability of the GiftWrap and Bequest Manager applications.

    PGM 7.5A and Updated PGM Anywhere Released

    PG Calc 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.

    If your copy of PGM or PGM Anywhere is set up to use the current ACGA rate table, which is our default configuration, it will continue to use the current ACGA rates for gift dates through June 30, 2018, and use the new ACGA rates for gift dates on or after July 1, 2018. If your copy of PGM or PGM Anywhere is set up to use custom rates or old ACGA rates, it will continue to use those rates regardless of the gift date.

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

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