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.

What's Your Preference?

When it comes to bequests, do you need to report, stay organized, or both?
Take a Fresh Look

Take a Fresh Look

Take a fresh look at your planned giving website with a free evaluation.

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?

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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.

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IMPROVE YOUR PLANNED GIVING PROGRAM

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.

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GET MORE GIFTS

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.

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STEWARD DONORS AND BE IN COMPLIANCE

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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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

  • FEATURED SERVICE

    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.

  • WEBINAR

    What Should My Donors Do with Their Retirement Assets?

    As of March 31, retirement assets accounted for an estimated 33% of all household financial assets in the U.S. At the end of 2019, the total balance in 401(k) plans, 403(b) plans, 457 plans, and other employer sponsored plans held an estimated $22 trillion in assets.*

    Your donors have substantial assets in these retirement accounts that can be used to make charitable gifts. Your role is to understand their options and, where appropriate, to bring to their attention giving strategies that will meet their financial and philanthropic goals. In this webinar, we will consider the rules and procedures for making successful charitable gifts using retirement plan assets, both during life and at death. Through a series of donor cases, you will learn what questions to ask, what strategy fits with which donor goals, and the profiles of ideal retirement asset donors. We will also offer guidance on the often difficult process of processing death benefits from donor retirement accounts.

    *Investment Company Institute Fact Book 2019, Figure 8.5.

    Jeff Lydenberg

    Webinar Details

    DATE: July 29, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Jeff Lydenberg, Vice President, Consulting, PG Calc

  • SOFTWARE UPDATES

    PGM Anywhere Update 3/23/21

    PGM Anywhere Release Includes Enhanced Security Option

    The March 23, 2021 PGM Anywhere release includes:

    • Blocking Social Security numbers (optional security feature)
    • Bug fixes
    PGM Anywhere Update 2/11/21

    PGM Anywhere Has Four Enhanced Security Options

    In updates on January 12, 2021 and February 11, 2021 we added four options that clients can adopt to enhance their PGM Anywhere security. The January 12 update also added tax law changes for 2021.

    • Single sign-on – enables access using network login credentials
    • Two-factor authentication – access requires verification via phone, email, or text
    • IP filtering – access limited to authorized IP addresses
    • Key management service - separates management of data encryption keys from other stored data
    PGM Update 2/1/21

    PGM Desktop Includes 2021 Tax Law Changes

    On February 1, 2021, we updated Planned Giving Manager with tax tables indexed for 2021 and to incorporate the extension through 2021 of the 100% of AGI limit on deductions for cash gifts to public charities.


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
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?