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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.

Donor Surveys Q&A

Learn about this crucial planned giving marketing tool on September 28 from 1-2 pm ET.

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!

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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.


    When You Can't Take Your Donor To Lunch

    The Covid pandemic has thrown a curve ball to many core functions of philanthropy, including the traditional ways we connect with planned giving donors and prospects. Until last year, in-person legacy society events created a reliable platform for stewarding legacy donors, soliciting new planned gifts, and cultivating new prospects. Face-to-face meetings also played an important role in these efforts. But, even with vaccines, the Delta and other variants and general uncertainty about health, crowds, and travel require us to develop alternatives to face-to-face events and visits for a while.

    In this session we will discuss different ways to adapt a planned giving strategy in the pandemic and post-pandemic landscape. We will focus on legacy recognition societies, marketing, loyalty donor outreach, and other techniques to maintain deep and meaningful connections with valued planned giving donors and prospects – even when you cannot take them to lunch.

    Stacy Sulman

    Webinar Details

    DATE: Thursday, September 23, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Stacy Sulman, J.D., Vice President for Personalized Philanthropy and Legal Affairs for the American Committee, Weizmann Institute of Science


    PGM Anywhere Update 8/19/21

    PGM Anywhere Release Has Optimizers

    The August 19, 2021 PGM Anywhere release includes:

    • Opitmizer 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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