Everything You Need

for a successful planned giving program!

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?

Hunting for PG Calc Brains?

Congratulations to our winner!

TAX BILL SIGNED INTO LAW on December 22, 2017

The PG Calc Team is on the case. PGM / PGM Anywhere are updated and client websites will be fully updated shortly.

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

    Tax Reform and Its Impact on Planned Giving

    On December 22, 2017, the President signed into law an “Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.”  In response to the passage of this legislation, there has been some alarm in the charitable community about the impact on charitable giving. As a service to our customers and followers, PG Calc has prepared an analysis to answer many of these questions.  The intention of the analysis is twofold. First, it explains which laws affecting planned giving have changed and which laws remain intact. Second, it offers five suggestions on the best ways donors can continue to make tax-efficient planned gifts. Note that article refers to the law as the “Tax Reform Act” for convenience.  You can find this article, Tax Reform and Its Impact on Planned Giving, by Jeff Lydenberg, in our knowledgebase.

  • WEBINAR

    Donor Restrictions - What Will They Think of Next?

    This session will address the issues created when donors place restrictions on their gifts. We will review the various types of restrictions donors desire, the tax issues caused by donor restrictions, and learn why some restrictions can render a gift non-deductible. We will also discuss the impact of restrictive purpose clauses on the charity, with plenty of "real life" examples, and review a charity's options with an unworkable gift.

    Webinar Details

    DATE: February 22, 2018

    TIME: 1:00 PM (EST)

    SPEAKER: Erik Dryburgh, Principal in the law firm of Adler & Colvin

  • SOFTWARE UPDATES

    PGM Updated for 2017 Tax Act

    PG Calc released Planned Giving Manager 7.5 (PGM) on January 30, 2018. This update features tax tables updated to reflect changes under the 2017 Tax Act, including the new $11.18 million* estate, gift, and generation skipping tax exemption and new income tax rates and brackets for trusts. PGM also includes references to the new 60% of AGI limit on gifts of cash to public charities, and options regarding the deductibility of state taxes from federal income tax and the scheduled expiration of the increased transfer tax exemption after 2025.

    Please contact PG Calc Client Services at support@pgcalc.com or 888-474-2252 if you have any questions about these updates.

    * This amount has not yet been confirmed by the IRS. If the IRS announces a transfer tax exemption that is higher or lower than $11.18 million, PG Calc will update PGM with the correct rate.

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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