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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

Jan 15, 2026

February IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Planned Giving for All
From the Blog: Talking to Your Donors about the OBBBA Changes – Turning Tax Changes into Gift Opportunities
Also From the Blog: New Jersey Is Inflexible on Flexible Gift Annuities
Knowledge Base: The Basics of Basis
Hooray, It’s 1099 Season Again!
New York Maximum Annuity Rates Lower for January - June 2026

Read Now

Planned Giving for All

Planned giving professionals often spend time with the wealthiest of donors, those for whom the tax aspects of their giving is frequently a significant driver. However, it is important to consider what drives the majority of donors who make up the lion’s share of planned gifts. The democratization of charitable gift planning – ensuring the tools of charitable gift planning are accessible to all, not just a few – can take many forms, some familiar and some newer. Understanding and appreciating these concepts and trends is critical for today’s planned giving officer.

Read the Article

PG Calc Blog Post

Jan 14, 2026

New Jersey Is Inflexible on Flexible Gift Annuities

New Jersey is requiring actuarial verification of state reserve reports as part of a charity’s gift annuity annual reporting if the charity offers flexible gift annuities (FGAs). If your charity has a pending application, you will need to add an actuarial verification of your New Jersey reserve calculations if you offer FGAs. Charities that are already registered in New Jersey will need actuarial verification of their state reserve report as part of their annual filings if they offer FGAs.

Read the Blog Post

PG Calc Blog Post

Jan 13, 2026

Talking to Your Donors about the OBBBA Changes: Turning Tax Changes into Gift Opportunities

As we approach tax season, many of your donors may be confused when they hear whispers about the One Big Beautiful Bill Act (OBBBA) and how it might impact their charitable giving. While tax law shifts can feel daunting, these changes aren’t reasons for your donors to stop giving. In fact, a door has opened to engage donors in conversations about how to give more strategically … and give more.

Read the Blog Post

Software Training

Jan 21-22, 2026

PGM Anywhere and Gift Annuities (ONLINE 4 hours over 2 days)

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. This class will be taught remotely.

PG Calc Free Webinar

Jan 29, 2026

Endowment Building Q&A (FREE)

A healthy endowment empowers a nonprofit to invest in its future and enhance its mission. It provides the financial stability that facilitates long term planning. It enables a charity to fully pursue its work in good times and bad. In this webinar, Gary Pforzheimer will review the five key keystones to building a robust endowment, then open it up for all your endowment-related questions.

Software Training Recording

Jan 8, 2026

When the IRS Needs Your 1099s: GiftWrap Steps to Filing Success - FREE Recording

Federal Form 1099-Rs must be sent by January 31 to all persons receiving payments from charitable gift annuities. PG Calc’s GiftWrap makes this process seamless and efficient. GiftWrap also enables the sponsoring charity to transmit the 1099-R information electronically to the IRS. Charities generating more than 9 of these forms MUST transmit the information electronically. In this recording, we show you how to handle that electronic filing process quickly and easily (skip to minute 4:30).

Watch the Recording

Custom DAFs

December 2025

Temple University Partners with Foundation Source to Create Its Own Branded DAF

Temple University recently partnered with DAF sponsor Charityvest, which is powered by Foundation Source’s turnkey DAF technology, to create its own fully branded DAF. This helps Temple tap into the popularity and flexibility of DAFs and offers alumni and supporters new options to support the University and their broader charitable goals. If you would like to better understand how fully branded DAFs work and their advantages, schedule a conversation with Austen Freeborn.

Learn About Custom DAFs