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What We Do

FIND MORE PROSPECTIVE DONORS

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.

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Improve your planned giving program

Consulting

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.

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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.

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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.

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What's New

5 Reasons Why Every Nonprofit Needs a Marketing Strategy

Free White Paper

Mar 23, 2023

5 Reasons Why Every Nonprofit Needs a Marketing Strategy

For over ten years, our Marketing Services team has worked with hundreds of nonprofits to create and implement planned giving marketing strategies that get results. Here are the five reasons why every nonprofit should have a planned giving marketing strategy, regardless of its size and how advanced its planned giving program is.

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Insights

Mar 15, 2023

April IRS Discount Rate 5.0%

In this month's eRate:

Featured Article: Is Your Charity “Effective?” - Effective Altruism and Your Donors
Quick Tip: Customizing Case Access in PGM Anywhere
From the Blog – Big Dumb Question #1: What Is a Charitable Gift Annuity and Why Would a Donor Want One?
CGA or CRT?!?!? Argh!

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Is Your Charity “Effective?” - Effective Altruism and Your Donors

Effective Altruism encourages its followers to earn more, so they can give more and to support only the most effective charities with their giving. According to EA, an effective charitable gift benefits the most people for the least financial outlay. Do you need to worry that EA will capture your donors? They’re certainly going to try.

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PG Calc Blog Post

Mar 15, 2023

Big Dumb Question #1: What Is a Charitable Gift Annuity and Why Would a Donor Want One?

The idea behind this occasional series we’re calling “The Big Dumb Question” (or “BDQ”) is to provide easy to understand answers to basic gift planning questions. Our very first BDQ is: What Is a Charitable Gift Annuity and Why Would a Donor Want One? At the most basic level, a charitable gift annuity is simply a promise by a charity to pay a certain amount of money to someone each year for life.

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PG Calc Blog Post

Mar 9, 2023

A Deduction for Non-Itemizers? Not so fast.

Non-itemizers would be able to take advantage of an expanded charitable deduction under a bill introduced by Senator James Lankford (R-OK). “The Charitable Act” (S.566) would permit those who elect the Standard Deduction to claim an additional charitable deduction in 2023 and 2024. The proposed Charitable Act has generated excitement in the charitable sector but, before popping the champagne corks, it is important to consider political realities.

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Free PG CALC Webinar

Mar 30, 2023

Bequest Administration – Q&A Webinar

In our free Q&A webinar on March 30, 2023, Beth Ridout, Director of Estate Administration for The Nature Conservancy, answered key questions about bequest administration. She was joined by two of her colleagues: Kay Pitches, Deputy Estate Administrator, who specializes in gifts of real estate, and Nancy Stroud, Estate Administrator, who handles all estate files that require hiring outside counsel.

Watch the Recording

Software Training

Apr 4, 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. Register now to learn more!

Software Training

April 11-12, 2023

PGM Anywhere and Gift Annuities (Online)

This class will provide an in depth demonstration of our web-based PGM Anywhere software in the context of learning about and modeling gift annuities. We will use case study examples to illustrate various types of gift annuities while discovering the robust calculation and detailed documentation features of this gift planning software.

Software Training

Apr 25-26, 2023

GiftWrap Advanced Reporting (Online)

This 2 day (4 hours) ONLINE 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.