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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

Insight

Oct 16, 2025

November IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Decoding the OBBBA – A Fundraiser’s Field Guide to the New Tax Landscape
From the Blog: Alternative Endings – Early Terminations of Split-Interest Gifts
Shutdown Doesn’t Mean Stop
Free Webinar Recording: DAF Day 2025 – Unlock the Power of DAF Fundraising
PGM Anywhere Release Adds Commuted Payment Gift Annuities

Read Now

Decoding the OBBBA – A Fundraiser’s Field Guide to the New Tax Landscape

The One Big Beautiful Bill Act (OBBBA) reshapes many aspects of tax planning. How these changes will affect donor behavior remains to be seen. For fundraisers, understanding the key changes – when they start, when they end, and how they’ll affect your donors – is critical to informing fundraising strategies and messages. Here is a breakdown of several key provisions and their potential implications for donors . . .

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FREE Webinar Recording

Oct 9, 2025

DAF Day Webinar Recording: Unlock the Power of DAF Fundraising

Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser, you can’t afford to overlook this powerful tool. We celebrated DAF Day this October 9th with a FREE webinar hosted by Foundation Source President of DAFs Stephen Kump, PG Calc’s Gary Pforzheimer, and Chariot Head of Strategy Mitch Stein: DAF Day 2025 – Unlock the Power of DAF Fundraising.

Watch the Recording Now

PG Calc Blog Post

Oct 14, 2025

Alternative Endings – Early Terminations of Split Interest Gifts

Split-interest gifts are legal arrangements through which individuals contribute something of value to a nonprofit organization and receive, in return, both a charitable income tax deduction and a benefit of some monetary value. The donors are making charitable gifts as portions of their split-interest gifts, and these transactions are irrevocable. But are the donors of these gift vehicles locked into the legal arrangements for the rest of their lives until their death?

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Free Guide

Oct 15, 2025

5 Critical Steps to Take When Your Life Income Donor Has Died

You just learned a loyal donor passed away a year ago, and you have two uncashed checks on the books. Clearly losing a loyal donor is a loss to your organization, but their planned gift in support of your mission is also their legacy. What do you do next? This step-by-step guide will walk you through five of the most important considerations to help your organization realize your donor’s gift.

Download the Guide

PG Calc Webinar

Oct 21, 2025

Wanted, Dead or Alive: Finding Missing Beneficiaries

In this webinar, Morgan Heck will draw on her 13 years of experience as a prospect researcher to share practical strategies and useful resources for finding beneficiaries and donors who have gone missing. PG Calc’s Kara Morin will present Morgan with common missing person cases and offer advice on what to do if a person simply can’t be found.

PG Calc Webinar

Sep 25, 2025

Date of Gift and Substantiation Rules – Q&A Webinar (FREE)

The IRS’s rules for establishing the date of a gift can get arcane quickly. And getting the date of gift right can be important for valuing the gift, and especially at year-end. In this free Q&A webinar, PG Calc consultants Jeff Lydenberg and Edie Matulka reviewed common date-of-gift situations and substantiation requirements, then spent the bulk of the hour answering questions from the audience on these topics.

Watch the Recording Now

PG Calc Software Updated

Sep 24, 2025

PGM Anywhere Updated on 9/24/25

PGM Anywhere was updated on September 24, 2025. This release includes:

Commuted payment gift annuities
Updated QCD templates
Optional enhanced password requirements
Accessibility improvements
Technology upgrades

All enhancements are described in the Release Notes available from a link on the PGM Anywhere login screen. If you have any questions, please do not hesitate to contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com.

BatchCalcs

YEAR-END APPEALS

Leverage BatchCalcs in Your Year-End CGA Appeals

Now is the time to get a jump on marketing year-end CGAs to donors. Donors need time to start planning, and our BatchCalcs service allows you to provide each of your donors with a personalized, specific calculation in your appeal letters or emails to show the many benefits of a CGA. A more personal message is a more persuasive message. Talk to us about how we can incorporate BatchCalcs into your gift annuity mailings.

Talk about BatchCalcs