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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

Insight

March 16, 2026

April IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: 2025 Was Good and We’d Like More of the Same – A Summary Investment Review
Quick Tip: In 5 Minutes You Can Know What Each CGA Is Worth in Your Pool
From the Blog: Make This Your Last Year for PIF K-1s
Best Asset Decision Trees and Funding Asset Analysis Tool Updated for 2026
Do You Actually Need that Actuary for Your NJ State Reserve Report?
IRS Discount Rate Election Statement

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image of a mug with the caption "Keep Calm Carry On" - image by Marc Pell - Unsplash

2025 Was Good and We’d Like More of the Same – A Summary Investment Review

In the world of fiduciary investment portfolios, we’ve been on a fairly steady roll over the past few years. We saw economic collapse on a global scale in 2020 as a result of the worldwide pandemic, but somehow, at the end of the year, the major stock and bond indices produced positive returns. There were myriad reasons for investment values to drop in 2025, but somehow, the values of traditional mainstream investments still managed to rise over the course of the year. Here are some of the facts . . .

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Free Guide

March 2026

Planned Giving Marketing Cheat Sheet

If you are a gift planner with limited time, you need to build awareness among your donors of more complex gift planning. You need a way to get your donors thinking beyond annual giving and supporting your mission through small, cash-only gifts and get them thinking about tapping their true wealth and creating a legacy. Here’s how to take that next step: Start Small. Think Long-Term.

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PG Calc Blog Post

March 13, 2026

Make This Your Last Year for PIF K-1s

About now, charities with pooled income fund (PIF) programs start hearing from PIF beneficiaries who are agitated by the perceived “lateness” of their Form K-1 (which is not due until Apr. 15). It is not uncommon for a PIF beneficiary to be waiting on a K-1 only to learn that their reportable annual income is less than $100. This may be an opportunity to present a voluntary severance from the PIF.

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PG Calc Blog Post

Feb 17, 2026

The RMD: Timing Is Everything

A question from a client came up about a donor who was turning 73 in the calendar year using their Individual Retirement Account (IRA) to fund a charitable gift. Would a qualified charitable distribution (QCD) taken in the year the donor turns 73 but before the donor’s actual 73rd birthday count toward the Required Minimum Distribution (RMD) for that year? For instance, can a donor turning 73 on December 31st establish a QCD charitable gift annuity (CGA) on December 1st and still have it count toward their RMD?

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Software Training

Mar 24-25, 2026

GiftWrap Introductory (ONLINE 6 hours over 2 days)

This class introduces students to fundamental basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.

PG Calc Webinar

Mar 26, 2026

The Life of a Legacy Match: Turning Inspiration Into Action

This session will provide a step-by-step guide to launching and executing a highly successful Legacy Match Program. If you've faced resistance from senior leadership in getting a Legacy Match/Challenge approved, this session will equip you with the tools, strategies, and confidence to make a compelling case. Discover how New York University leveraged a $500,000 matching pool to generate over $66 million in new bequest intentions within just 14 months—and how you can apply these insights to transform your own gift planning efforts.

Free White Paper

The Five Keystones of Endowment Building

Endowments are powerful tools allowing nonprofit organizations to plan for the future and achieve larger goals than would be possible without them. Building an endowment requires time, consistency, accuracy, and institutional commitment, but the rewards can be nearly incalculable. In this white paper, learn about the five keystones needed for an endowment to achieve its maximum potential.

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Free White Paper

Ready, FIRE, Aim! A Framework to Start Marketing Planned Giving Today

Momentum matters more than perfection in planned giving marketing. We challenge the myth that planned giving marketing must be perfect to be effective. This marketing framework helps organizations start seeing more bequests and other planned gifts. Learn how to start before you feel ready, build momentum quickly, and improve your marketing in motion.

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