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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

Nov 17, 2025

December IRS Discount Rate: 4.6%

In this month's eRate newsletter:

Featured Article: Maybe Your Most Important Fundraising Tool is Not a CRM – It’s Your Gift Acceptance Policy
From the Blog: Don’t Run FASB Liability Calculations for Lead Trusts and Perpetual Charitable Trusts
IRS Announces Indexed Tax Items for 2026: Adjustment Is 5.4%
Navigating Year-End Deadlines with Your Donors
Monthly Webinar and Software Training Schedules for 2026s
CGA Manual Updated

Read Now

image of a gift by jess bailey unsplash.jpg

Maybe Your Most Important Fundraising Tool is Not a CRM – It’s Your Gift Acceptance Policy

Your gift acceptance policy is more than a formality. In some ways, your gift acceptance policy is like the steering wheel in your car: you use it to steer toward the best gifts and away from costly potholes. Of course, your steering wheel is equipped with an air bag that might save your life, and a well-crafted policy can quite literally save your organization’s life too. However, the steering wheel analogy goes only so far. Unfortunately, gift acceptance policies are optional, not standard equipment like a steering wheel. And, in contrast to a steering wheel, you’ve got to build your gift acceptance policies yourself.

Read the Article

PG Calc Webinar

Nov 12, 2025

GiftWrap and Bequest Manager Updated on 11/12/25

This release includes:

Undistributed Investment in Contract (UIC) can be recalculated in GiftWrap.
Under Payments, a new dropdown filter, Annuity Pool, has been added.
PIF Partial Year State can be used to mark a person for residency in another state.
Negative fee values are now accepted in CashTrac.

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

PG Calc Blog Post

Nov 17, 2025

Don’t Run FASB Liability Calculations for Lead Trusts and Perpetual Charitable Trusts

PG Calc provides software for calculating the estimated Financial Accounting Standards Board (FASB) liabilities for life income gifts. These estimates of future payment obligations make sense for life income gift arrangements – CGAs, CRTs, and PIFs. For each of these gift vehicles, the charity has an obligation to make payments either for a number of years or for a person’s remaining lifetime. However, we also see charities that record future payments from lead trusts and perpetual trusts as obligations of the charity. Does this make sense? Let’s explore this question.

Read the Blog Post

PG Calc Webinar

Nov 20, 2025

Alternative Endings: Early Terminations of Split Interest Gifts

With split interest charitable gifts, if all parties agree, the arrangement can be terminated at any point in time. In this webinar, Jeffrey Frye and Amy Brown from our Client Services team will review situations where a life income beneficiary or a life tenant may want to terminate their interest. They will discuss the steps involved in terminating a split interest gift, as well as how to compute the value of the benefit that is being relinquished and the potential for a tax deduction.

Free Guide

Oct 21, 2025

Even Further Beyond: Additional CGA Compliance Beyond Annual Filings – Reporting Organizational Changes to States

Whenever an organization changes its address, its legal name, or even its fiscal year, these changes require submissions that can vary widely among the states in which your organization is registered to issue gift annuities, and they can get quite detailed. Read our FREE guide to know how to stay compliant.

Read the Free Guide

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

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

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