Everything You Need in Planned Giving

Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

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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.

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.

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.

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.

What's New

PG Calc eRate newsletter Jul2024
Insight
June 18, 2024

July IRS Discount Rate: 5.4%

In this month's eRate newsletter:

  • GiftWrap Quick Tip: It’s FASB Requirements Season for Many
  • From the Blog: BDQ #9 – Why Does the IRS Always Miss My Birthday?
  • Things We Are Following: CRAT Scheme Makes IRS “Dirty Dozen” List
  • FASB Liability Calculations – PG Calc’s Got You Covered!
  • Gifts from Inherited IRAs
money down the drain
Featured Article
June 14, 2024

Whose Money Is It Anyway? Dealing with Unclaimed Payments for Missing Persons

We get a lot of calls from clients regarding how to handle unclaimed payments related to life income gifts. What is the right way to manage the payments that are due to people whose whereabouts are unknown? And how long is a charity – or an agent thereof – supposed to hold those funds before state laws dictate specific actions under abandoned property laws? We will go over those issues in this article.

birthday candles - image by chris jarvis - unsplash
PG Calc Blog Post
June 12, 2024

From the Blog: Why Does the IRS Always Miss My Birthday?

Have you ever had this happen? While preparing the final calculations for your donor, the numbers turn out just a little differently than those you provided in a preliminary illustration. Why? After all, numbers don’t lie. Right?

The discrepancy is probably due to the difference between “actuarial age” and actual age, or it could be the historic life expectancy assumptions used for planned gift calculations. 

Johni Hays
PG Calc Webinar
June 27, 2024

Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner

Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms? Led by the efforts of Johni Hays and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information.

PG Calc Knowledge Base
June 17, 2024

Gifts from Inherited IRAs

A donor who inherits an IRA also inherits the ability to use the IRA to make qualified charitable distributions (QCDs), along with the limitations of this gift type. 

To make a QCD contribution to charity, the beneficiary of the inherited IRA must be at least age 70 ½ at the time of the QCD. The age of the IRA’s original owner is not relevant, nor is the inheritor’s age at the time of the decedent’s death. The age that matters is that of the donor at the time they make the g

Free Guide
May 30, 2024

Planned Giving Terms Crossword

Many new gift officers get confused by the acronyms and technical jargon used in the planned giving world. Last month we provided our Alphabet Soup of Planned Giving to help break down the initials, terms, and definitions most commonly used in planned giving.

Now it’s time to test your planned giving knowledge. Download PG Calc’s Planned Giving Crossword and see how your technical expertise stacks up!

Free Guide

Into the Great Beyond: Ongoing CGA Compliance Outside of Annual Filings

Ongoing compliance with the state agencies that regulate issuance of gift annuities involves timely submission of the requisite annual filing, whether it be a report on the segregated reserve fund or other specific documentation for annual renewal. However, in addition to the annual filing submissions themselves, there are a number of ongoing issues a charity should monitor. Download our guide with the other compliance items to monitor and the actions you need to take…

Free Guide

The Four Key Reasons to Invest in Your Planned Giving Program

Offered through our partnership with the Chronicle of Philanthropy, Craig Wruck's guide to investing in planned giving dispels common misconceptions and provides insights into crafting a successful planned giving program. While sustained giving requires a persistent effort over the long term and may seem less immediately rewarding compared to annual giving or event fundraising, the payoff is substantial. Statistics demonstrate that planned giving often yields greater returns than other fundraising methods at far lower costs.

Let Us Help You...

Whether you are an existing client who wants more help, or you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.

Contact Gary Pforzheimer

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