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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

sunset behind trees reflected in a body of water - photo by warren bailey

PG Calc Blog Post

April 15, 2026

Respect for the Deceased: Your Final Obligations When a CGA Terminates at Death

While some CGAs are voluntarily terminated by annuitants, either for a charitable deduction or a lump sum payout, the vast majority of CGAs terminate with the death of the final annuitant. When this happens, the charity must fulfill their final contractual obligation to the CGA’s donor, which is to distribute the residuum to the charitable purpose. Here’s our recommended list of steps that should be completed before releasing the gift.

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When Thinking Lead Trusts, Don’t Forget State Taxes

When charitable lead trusts were created in the Tax Reform Act of 1969, they became a way for donors to provide for heirs, make a generous charitable gift, and potentially save on estate taxes in the process. Today, fewer than one in 1,000 estates closed in 2026 will owe any federal estate tax. For these estates, the charitable lead trust offers a way to reduce federal estate tax. Can the charitable lead trust provide the other 999 estates with any tax benefit? It depends!

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PG Calc Webinar

Apr 30, 2026

Practical Uses of AI in Gift Planning (and Everyone Else Who Juggles Too Much)

This session offers a practical, real-world look at how AI can become a reliable partner in your daily workflow and accelerate project timelines. We’ll focus on how AI can take on the drafting, organizing, and structuring work that slows you down. Whether you’re new to AI or already experimenting, you’ll leave with a clear game plan to supercharge your workday while keeping the human touch.

Insight

March 16, 2026

April IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: 2025 Was Good and We’d Like More of the Same – A Summary Investment Review
Quick Tip: In 5 Minutes You Can Know What Each CGA Is Worth in Your Pool
From the Blog: Make This Your Last Year for PIF K-1s
Best Asset Decision Trees and Funding Asset Analysis Tool Updated for 2026
Do You Actually Need that Actuary for Your NJ State Reserve Report?
IRS Discount Rate Election Statement

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Case Study

April 2026

Consulting Case Study #1: Fundraisers Paralyzed by Planned Gift Questions

PG Calc’s Consulting Services team has learned a lot about planned giving over the past 40 years and helps nonprofits face many common challenges with their programs.

Read this case study that addresses one common challenge: fundraiser paralysis. Learn how training and coaching by a PG Calc consultant elevated our client’s fundraisers from “check seekers” to philanthropic advisors.

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Software Training

Apr 28-29, 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

Aug 5-6, 2026

Gift Planning with PGM Anywhere - In Person (Boston)

These hands-on trainings are a great opportunity to develop your planned giving knowledge and PGM Anywhere software skills to close more gifts.
Aug. 5 Introductory Session: use case studies to introduce planned giving concepts, covering immediate and deferred gift annuities, remainder trust basics, and gifts made utilizing the IRA QCD provision for CGAs.
Aug. 6 Advanced Session: Explore advanced gift plans including flip CRUTs, retained life estates, charitable lead trusts, and gift plans using funds from traditional IRAs.

Free Guide

March 2026

Planned Giving Marketing Cheat Sheet

If you are a gift planner with limited time, you need to build awareness among your donors of more complex gift planning. You need a way to get your donors thinking beyond annual giving and supporting your mission through small, cash-only gifts and get them thinking about tapping their true wealth and creating a legacy. Here’s how to take that next step: Start Small. Think Long-Term.

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Free White Paper

The Five Keystones of Endowment Building

Endowments are powerful tools allowing nonprofit organizations to plan for the future and achieve larger goals than would be possible without them. Building an endowment requires time, consistency, accuracy, and institutional commitment, but the rewards can be nearly incalculable. In this white paper, learn about the five keystones needed for an endowment to achieve its maximum potential.

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