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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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

The Legacy IRA Act - images of bills S. 243 and H.R. 2909
PG Calc Blog Post
Nov 22, 2022

Is the Legacy IRA Act the Next Big Thing?

What are the chances the Legacy IRA Act will become law? And, more importantly, what should you be telling prospective donors?

We look into what's included in the different versions of the bills and explore their impact on planned giving if passed.

PG Calc eRate - December 2022
Insights
Nov 15, 2022

December IRS Discount Rate: 5.2%

In this month's eRate:

  • PGM Anywhere Quick Tip: Customize Applies to All Users
  • Valuation Rate for New PIFs Will be 2.2% in 2023
  • IRS Announces Indexed Tax Items for 2023
  • CGA Manual Is Your Guide to an Exceptional Gift Annuity Program
Rabbit in magic hat
Featured Article
Nov 14, 2022

The December 15th (Sort Of) Outright Real Estate Gift

At some point in your fundraising career, you will be asked to pull a rabbit out of a hat. You will deal with a donor who wakes up on December 15th with a burning desire to make an outright gift of real estate. We have a suggestion for handling the last-minute, year-end, Hail Mary pass of an outright gift of real estate.

Curveball pitch photo by Chris Moore Unsplash
PG Calc Blog Post
Nov 8, 2022

New IRS 2010CM Mortality Table Throws a Curveball

We have learned something unexpected about the new 2010CM mortality table. 2010CM can in some situations produce a higher deduction than the 2000CM mortality table we’ve been using since 2009. This is an important realization, because the proposed regulations allow donors to compute their deductions using 2010CM or 2000CM until the IRS publishes final regulations.

Marketing Insights
Nov 21, 2022

Free Marketing Survey Deep Dive

In this deep dive into our latest marketing survey, see what over 200 planned giving professionals tell us are the most effective and least effective marketing tactics they're using.

Learn why they work – or don't – with analysis from PG Calc's Director of Marketing Services Andrew Palmer.

Software Training
Nov 3, 2022

2023 Software Training Schedule Now Available

We have the PG Calc software training classes scheduled for the first half of 2023. We are offering a mix of online and in-person training classes based on your preferences from our recent survey. See the lineup of classes being offered in 2023, and be sure to save the date to make sure you're getting the most out of your PG Calc software!

Software Training
Dec 6, 2022

PGM to PGM Anywhere - FREE (Online)

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version.  The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere. Register now to learn more!

Free Download
Nov 3, 2022

Free 2023 Gift Administration Calendar

Maintaining a planned giving program requires attention to detail and meeting deadlines in order to keep your program compliant with government regulations and contractual obligations. PG Calc's Director of Gift Administration Julia Boerth provides the key deadlines and quick tips to keep you on track.

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