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're Hiring!

PG Calc is currently seeking an enthusiastic, service-oriented individual for the position of Client Services Advisor in our Cambridge, MA office.

The successful candidate will have the opportunity to contribute to PG Calc’s industry-leading reputation in the world of charitable gift planning.

To learn more, including how to apply, see the Careers Page on this website.

Photo by Tim Mossholder on Unsplash

 

 

 

Leave It to the Pros!

PG Calc consultants are nationally recognized experts in planned giving.

From setting policies and training staff, to creating marketing plans and developing strategies to close more gifts, PG Calc has you covered!

 
   

 

 

No Matter Your Gift Administration
Challenge, We Have Your Solution!

 

Call Dave Wolfe at 888-497-4970 for gift administration done right!

 

 

Get More Bequest Gifts with PG Calc's Bequest Manager!

 

Get organized, stay in touch, and manage the process!

Sign up for a free trial of Bequest Manager. Click here or call Dave Wolfe at 888-497-4970.

 

 

 

 

Edie Matulka, Senior Consultant

PG Calc staff has unmatched expertise in all things planned giving.

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

 


 

Our college re-launched its planned giving program in large part thanks to the creative and talented work of PG Calc's Marketing Services. Our gift planning website was completely revamped with great ease of navigation, interactive tools for donors, and enhancements that allow us to better monitor traffic and interest from visitors."

Jarrett S. Stull, CFRE

Director of Gift Planning and Major Gifts
Marietta College

  • CoP Survey

    PG Calc Sponsors Chronicle of Philanthropy Survey on Marketing Tools & Techniques

    Seventy-five percent of non-profits communicate with donors through both traditional and digital media. The most successful non-profits are delivering the right message to the right person, at the right time, and through the right media. Is your organization finding an effective balance? 

    The Chronicle of Philanthropy has just published their findings from a wide-ranging survey on trends in planned giving marketing.  PG Calc is pleased to sponsor this survey, and we invite you to read this informative report and find out how other non-profits are achieving this balance.  Download your free report from the Chronicle's website to learn about media mixes that work.  

  • NEWS

    PG Calc Acquires Hemmenway & Reinhardt

    On November 15, 2018, PG Calc acquired Hemmenway & Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway & Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway & Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway & Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway & Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients.

    READ MORE ABOUT THE ACQUISITION

  • WEBINAR

    Bequest Administration and a Little Beyond

    How do you ensure you’re asking the right questions to get the bequest and trust gifts your donors intended you to have, even if you wear many hats? We’ll cover the basic information you should receive as a beneficiary, what it means, and when to ask questions and insist on answers. We’ll also go a little beyond the most basic information and discuss when to hire outside counsel and how to find an attorney to help.

    Webinar Details

    DATE: October 24, 2019

    TIME: 1:00 PM (EST)

    SPEAKER: Beth Ridout, Director of Estate Administration, The Nature Conservancy

  • SOFTWARE UPDATES

    New PGM Anywhere Offers Improved Designer Proposals

    On September 18, 2019, PG Calc released the latest version of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. This release includes improved print quality of Designer Proposals, PGM Anywhere’s brochure-style personalized proposals, as well as revisions to reflect recent changes in state regulation of gift annuities and other improvements. Learn more about Designer Proposals.

    GiftWrap 4.2.17 and Bequest Manager 1.17 Released

    On September 20, 2019, PG Calc announced the latest release of GiftWrap and Bequest Manager, PG Calc's industry-leading planned gift administration platforms.  GiftWrap 4.2.17 and Bequest Manager 1.17 contain a variety of enhancements that further increase the value and utility of PG Calc’s suite of gift administration software. In addition, we continue to enhance GiftWrap/Bequest Manager system security. Most recently, we have added three new security features, Single Sign-On, 2-Factor Authentication, and Secure Key Management, each of which enables organizations to better integrate GiftWrap/Bequest Manager security with local security policy and procedures.

    This release focuses on expanded capabilities in the areas of access and security, reporting, and overall usability. New features include: 

    • Expanded encryption of GiftWrap database fields, further enhancing GiftWrap data integrity and security
    • Enhancements to the audit function, which tracks user actions and database changes
    • Even more comprehensive reporting functionality
    • Updating of password encryption routine and functionality

    This release also includes a variety of bug fixes, enhancing the stability and reliability of the GiftWrap and Bequest Manager applications.

    For more information, call PG Calc Client Services toll free at 888-474-2252.  Learn more about GiftWrap/Bequest Manager.


Let Us Help You...

Whether 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?