Everything You Need in Planned Giving

Since 1985, 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.

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What We Do


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.

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. Wheather your program is small or large, basic or sophisticated, we can help you enhance your efforts.

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.

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.

What's New

PG Calc eRate newsletter - Oct 2023
Sep 15, 2023

October IRS Discount Rate: 5.4%

In this month's eRate newsletter:

  • Featured Article: Are You “Wasting” Your Time? Focus on Fundraising
  • Quick Tip: Only the Good Die Young – CGAs and the Undistributed Investment in Contract
  • Things We Are Following: Above-the-Line Charitable Deduction
  • Who’s Afraid of Big Dumb Questions? Certainly Not PGGNE!
curves ahead sign photo by mark konig unsplash
Featured Article
Sep 14, 2023

Are You “Wasting” Your Time? Focus on Fundraising

Read your job description. What is your primary responsibility? Does your title include Planned Giving Officer, Development Officer, Advancement Officer, Major Gift Officer, or similar terms? The principal concern and obligation of such a position is to attract voluntary support to advance the mission of a non-profit organization. But often, support functions prevent fundraisers from focusing on the most important part of their job: fundraising.

PG Calc blog series: BDQ - The Big Dumb Questions of Planned Giving
PG Calc Blog Post
Sep 12, 2023

BDQ #6: Why Would Someone Make a Planned Gift?

Isn’t it obvious? There are as many reasons why someone would make a planned gift as there are donors. What is more – spoiler alert – if you want to know why someone makes a planned gift, just ask them!

The myriad reasons a donor might make a planned gift can be arranged into categories...

White Paper
September 11, 2023

Why Your Marketing Will Never Close a Planned Gift

In this white paper, PG Calc Director of Marketing Services Andrew Palmer outlines a strategy to start donor conversations, strike the balance between giving donors just enough information to ask questions without overwhelming them, provide avenues for major potential donors flying under the radar to self-identify, as well as how and when to measure the success of your marketing efforts. 

PG Calc Free Webinar
Sep 28, 2023

Fundraising for Endowment Q&A (Free)

How do you make sure you have best practices in place for raising money from endowments? What are some common mistakes to avoid? PG Calc President Gary Pforzheimer answered these questions and more during this hour-long Q&A webinar about endowment fundraising and sub-accounting. Watch the free recording.

Software Training
Oct 5, 2023

PGM to PGM Anywhere - FREE! (ONLINE)

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version. The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.

Software Training
Oct 18-19, 2023

GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

Software Training
Oct 31-Nov 1, 2023

PGM Anywhere Introductory & Advanced (In Person) Chicago, IL

Introductory Oct. 31: Gain invaluable hands-on experience using case study examples to illustrate gift options while discovering the powerful and effective features of PGM Anywhere.

Advanced: Nov. 1: This full-day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models of Planned Giving Manager.

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.

Contact Gary Pforzheimer

or fill out the form for more information