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?



PG Calc Does Marketing?

PG Calc offers fully customized Marketing Services

  • Websites (with Strategy & Analysis)
  • Direct Mail (Newsletters to Postcards)
  • Email (eNewsletters to email follow-ups)

PG Calc will narrowly tailor a marketing program for you. We do all the work so you can spend your time closing more gifts.

Get the added benefit of 30-plus years of PG Calc planned giving market leadership.

Call 888-497-4970 Before Feb 15th and Get Your First Direct Mail Piece Free!

888-497-4970 | |





Edie Matulka, Senior Consultant

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




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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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.



    What, Me Worry? When to Say No (or Yes!) to a Gift

    Cash and publicly-traded securities are the assets donors give most often. They are easy to transfer, easy to value, and charities are happy to accept them. At the same time, charities regularly receive offers of timeshares, artwork, life insurance, cryptocurrency, and other assets that can take significant resources to accept or present other complications. In this webinar, we will discuss how to go about evaluating proposed gifts of these sorts of assets, so you know when to say “no” and when to say “yes” to such a gift.

    Webinar Details

    DATE: January 31, 2019

    TIME: 1:00 PM (EST)

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


    PGM 7.5B and Updated PGM Anywhere Released

    On January 16, 2019, PG Calc announced our latest release of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. On the same day, we released an update of Planned Giving Manager, our desktop application for illustrating planned gifts. The focus of both updates was to incorporate indexing of federal tax schedules and exemptions for 2019.

Let Us Help You...

Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?