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.

Contact Us

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

PG Calc eRate June 2022
Insights
May 16, 2022

June IRS Discount Rate: 3.6%

In this month's eRate:

  • Featured Article: The Other Five of the Top Ten Lessons Learned from the Front Lines of Client Services
  • Quick Tip: Using the New Templates in PGM Anywhere
  • From the Blog: What's the Impact of Rising Discount Rates on Charitable Deductions?
PGM Anywhere on a tablet
Software Update
May 3, 2022

PGM Anywhere Update Released

The latest version of PGM Anywhere, our online gift illustration software, includes accessibility enhancements, new templates for optimizer functions and gift annuity terminations, and features for exporting all or deleting all cases found in a search of saved cases.

IRS Headquarters, DC
PG Calc Blog Post
May 16, 2022

IRS Announces New Mortality Table for Computing Planned Gift Deductions

The IRS published proposed regulations that update the mortality assumptions used to compute the value of annuity interests, unitrust interests, income interests, and life estates. The updated mortality table, 2010CM, is based on data from the 2010 U.S. Census. 

Professor Russell James
Webinar
May 26, 2022

Behavioral Economics and the Psychology Behind Major Gifts of Assets

Big gifts are different. In this webinar, Professor Russell James will review the scientific research, experimental findings, and theory that underlie the most effective practices for encouraging these transformational donations. 

Featured Article
May 13, 2022

The Other Five of the Top Ten Lessons from Client Services

In March, we published our article, Five of the Top Ten Lessons Learned from the Front Lines of Client Services, in which we listed five examples of important lessons learned over PG Calc’s 37 years in business. Here are the next five lessons learned.

PG Calc Blog Post
May 11, 2022

What's the Impact of Rising Discount Rates on Charitable Deductions?

In May, the IRS discount rate made its largest monthly increase since 2004. Donors might be viewing this increase with dismay, but there is a reason to celebrate this increase, as it also increases the charitable deduction for the most popular life income gifts.

Training
May 24, 2022

PGM Anywhere Introductory - Costa Mesa, CA (in person)

Discover the powerful and effective features of your gift planning software and get hands-on experience using case study examples prior to the Western Regional Planned Giving Conference being held at the Westin South Coast Plaza. 

Training
May 25, 2022

PGM Anywhere Advanced - Costa Mesa, CA (in person)

This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques in Planned Giving Manager, including retained life estates, charitable lead trusts, and estate planning models.

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