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?

Sign Up for Your FREE Half-Hour of Marketing Consulting

Andrew Palmer, Director of Marketing Services, will review your marketing plan, discuss best practices, and offer advice for improving your planned giving marketing program.




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.



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.



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.



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.


    Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning

    If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs of gift planning, then this session is for you. Learn how to engage your major gift colleagues as "super sleuths" who can truly partner with you and your gift planning team.

    Webinar Details

    DATE: April 19, 2018

    TIME: 1:00 PM (EST)

    SPEAKER: Craig Smith, Senior Consultant, John Brown Limited


    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 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.

Contact Gary Pforzheimer:

888-497-4970 E-mail

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