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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

ringing alarm clock with "QCD?" on the face

PG Calc Blog Post

Sep 14, 2026

Read the Article

Case Study

August 2026

Consulting Case Study #3: Was Its Gift Policy Costing This Charity Millions in Support?

In this case study, see how a university’s gift acceptance policy was slowing down or impeding gifts from donors, particularly those of complex assets. See how a comprehensive gift acceptance policy review helped them streamline their gift acceptance, avoid risks, and help their fundraisers spend more time talking to donors instead of debating liability risks.

Read the Case Study

Insight

Aug 21, 2026

September IRS Discount Rate: 5.4%

In this month's eRate newsletter:

Featured Article: Why Is the CRT Charitable Deduction So Much Smaller Than the Projected Remainder?
Quick Tip: Mortality Tables in PGM Anywhere
It’s Getting Better All the Time! Illinois Passes RIFT Law
PGM Anywhere CGA Agreements Are as Specific as a Fluffernutter Sandwich
Pay Attention to That Postmark
Fee-for-Calcs Are Now One and Done

Read Now

Free Webinar Recording

Aug 27, 2026

Qualified Charitable Distribution Q&A

Every week PG Calc’s Client Service Advisors field questions about QCD gifts. In this interactive session, the Client Service Advisors presented what every gift office should know about outright and life income QCD gifts. Watch the webinar recording to learn everything you need to know about QCDs, from QCD gift dates to state registration requirements. You can also access the handouts and additional resources.

Watch the FREE Recording

Software Training

Sept. 9, 16, 23 & 30

PGM Anywhere and Charitable Remainder Trusts (ONLINE 1 hour each day)

This class will provide an in-depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling charitable remainder trusts (CRTs). We will use case study examples to illustrate various types of CRTs while discovering the robust calculation and detailed documentation features of this gift planning software. This class will be taught remotely over four days for one hour each day: September 9, 16, 23, and 30.

Software Training

Sep 22 & 29, 2026

GiftWrap Introductory (ONLINE 4 hours over 2 days)

This class introduces students to fundamental basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.

Save Your Spot

Software Training

Oct 7-8, 2026

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.

Software Training

Oct 14, 2026

Gift Planning with PGM Anywhere - Advanced (IN PERSON) - New Orleans, LA

Join us for this in-person training ahead of the CGP National Conference in New Orleans.
When: Wednesday, October 14, 9:00 AM-4:00 PM ET
Where: New Orleans Marriott, 555 Canal Street, New Orleans, LA
This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using PGM Anywhere.