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?

 

 

 

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!

 

 

 

 

 

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

 


 

We’ve been working with PG Calc Marketing Services for more than five years and we’ve never looked back. It’s a partnership that works because of PG Calc's ability to deliver what is needed and meet CMU where we are in our marketing efforts. They make us look good and always come through for us."

Joe Bull
Assistant Vice President of Development
Carnegie Mellon University

  • 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

    A Paradigm for Effective Bequest Fundraising - From Prospect Identification to Realization

    Most donors to your charity will NOT make a bequest! And yet, bequests can be some of the largest gifts your charity will receive, far exceeding the total lifetime giving of these same donors in most cases. Too often charities pursue a “one size fits all” model for bequest fundraising. This webinar will model a paradigm for bequest fundraising where one size does not fit all, enabling you and your colleagues to discover more estate commitments, identify more prospects, and, ultimately, close more estate commitments. The model will include bequest messaging to donors who will never be part of a gift officer’s portfolio and yet who will consider leaving an estate gift to your organization. The goal is for planned giving staff to rethink their bequest fundraising.

    Webinar Details

    DATE: January 30, 2020

    TIME: 1:00 PM (EST)

    SPEAKER: Mike Valoris, Senior Consultant, PG Calc

  • SOFTWARE UPDATES

    PGM Anywhere and PGM Updated with New ACGA Rates and Indexed Tax Tables

    On November 22, 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 the new ACGA suggested maximum annuity rates that are effective 1/1/2020 and federal tax tables indexed for 2020. PG Calc released on November 25 an update of Planned Giving Manager for the desktop, which incorporates similar changes. Read our analysis of the new ACGA rates here.

    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?