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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

PG Calc Webinar

Dec 19, 2024

How to Manage Planned Giving Leads with Ruthless Efficiency

Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.

A Little Bit of IRA Mumbo Jumbo – The QCD Is Not the RMD

The Qualified Charitable Distribution (“QCD”) from traditional IRAs is not new; it has been around since 2007. The donor is allowed to exclude the amount of the QCD from taxable income, but the offset is that there is no charitable income tax deduction for the gift being made to charity. There has been confusion about the QCD ever since 2007, because it deals with aspects of IRAs that many are unfamiliar with. The biggest area of confusion has been distinguishing the RMD for a traditional IRA from a QCD. They are not the same thing. Not at all. And it is dangerous to confuse the two.

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FREE Software Training

Jan 9, 2025

When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE! (Online)

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. Beginning in 2024, charities generating more than 9 of these forms MUST transmit the information electronically. We’ll show you how to handle that electronic filing process quickly and easily.

Insight

Nov 15, 2024

December IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Featured Article: A Little Bit of IRA Mumbo Jumbo – The QCD Is Not the RMD
Quick Tip: QCD CGA is now “EZ” in PGM Anywhere
From the Blog: IRS Announces Tax Schedules, Exemptions, and QCD Limits for 2025
Things We Are Following: ACGA Rates Will Remain Unchanged
Major PGM Anywhere Update Released on October 25
Find Best Asset Website Widget Coming Soon

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Top Tips to Avoid Trouble with CGA State Compliance fist page image

Free Guide

Nov 7, 2024

Top Tips to Avoid Trouble with CGA State Compliance

Completing charitable gift annuity registrations and then maintaining them can seem daunting.

Download our Top Tips to Avoid Trouble with our advice on how to steer clear of the most common problems we see our clients encounter with their gift annuity state registrations and annual filings.

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Free Checklist

Checklist for Success with New CGAs and Planned Gifts

New charitable gift annuities and other planned gift types require more coordination and information than other types of gifts, but they’re almost always worth it. The biggest source of new CGAs is those donors who already have one, so it pays to manage them well. PG Calc has developed a Checklist for Success to help you make the process easy for your donors and your organizational partners.

Download the Checklist

PG Calc Blog Post

Nov 6, 2024

From the Blog: IRS Announces Tax Schedules, Exemptions, and QCD Limits for 2025

Many federal tax items are indexed annually for inflation, such as the income tax brackets for individuals and trusts, the standard deduction, the gift and estate tax exemption, and qualified charitable distribution (QCD) limits. The IRS recently announced what the new amounts will be for all 63 of these items in 2025. The new values will increase about 2.8% over the 2024 values they will replace. All of these changes are minor and should have little effect on the tax incentives that encourage donors to make charitable gifts.

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Free Guide

5 Essential Strategies for an Impactful Planned Giving Website

With 13 years of planned giving marketing under our belts and lots of testing, we’ve identified 5 Essential Strategies for an Impactful Planned Giving Website. If you want to understand what motivates donors, connects them to your mission, educates them about planned giving, and starts donor conversations, this is the blueprint you’ve been waiting for.

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