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Everything You Need in Planned Giving

For 36 years, 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.

Avoid Gift Administration Pitfalls

Download our checklist "Avoid Pitfalls Through Good Planning."

Watch Our Donor Surveys Q&A

Learn about this crucial planned giving marketing tool in our latest Q&A.

Get Personal With BatchCalcs

Include personalized gift annuity calculations in each email message or print letter.

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?




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, to create gift annuity agreements and gift calculations, and to help your donors understand what type of planned gift makes the most sense for them.




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.



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!

Subscribe To Our Monthly Newsletter



For the past 26 years, PG Calc has continued to represent for me the gold standard for planned giving calculation software—staying up to date on the latest legislative changes and adapting their offerings nimbly in sync with the ever-changing nuances of the field. My relationship with the PG Calc support team has been helpful to me throughout my career, as I evolved from rookie to seasoned veteran, and always has something to teach me about creative ways to employ their various products for useful purposes."

Pete Congleton
Director of Planned Giving
Hartford Hospital


    PG Calc Now Offers Endowment Sub-Accounting

    Multilevel sub-accounting is critical for organizations that want to combine gifts in their endowments for investment purposes, but must maintain detailed records of individual gifts for accounting and donor reporting purposes. PG Calc now offers sub-Accounting solutions for endowments, planned giving, and pooled income funds.


    Myths and Realities of Bequest Fundraising

    Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. 70% to 80% of all realized deferred gifts are in the form of bequests. The bequest is ubiquitous no matter the size of the charity, the charitable sector, or the sophistication of the planned giving program.

    Despite their centrality to the fundraising effort at most charities, bequests are mostly a mystery for many organizations. Charities struggle to project the size of their bequest pipeline and when these gifts will be realized. Most bequests simply appear after the donor’s demise. The charity had no idea they were coming. In this webinar, we will debunk myths that have developed around bequest gifts. We will also explore some important truths about attracting more bequests. Armed with a deeper understanding of the bequest donor, what motivates them, and how to raise more bequest gifts, you will be in a better position to attract more of them for your organization.

    Jeff Lydenberg

    Webinar Details

    DATE: Thursday, December 16, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Jeff Lydenberg, Vice President, Consulting


    PGM Anywhere Update 8/19/21

    PGM Anywhere Release Has Optimizers

    The August 19, 2021 PGM Anywhere release includes:

    • Optimizer features for gift annuities, remainder trusts, lead trusts, and bargain sales
    • Scrollable viewing of presentations in the Results screen
    • Improved header and footer heights

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.
Gary Pforzheimer

Contact Gary Pforzheimer:

888-497-4970 E-mail

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