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Service Notice: PG Calc Phone System Disruption

The PG Calc phone system is currently down. We apologize for the inconvenience. Calls are being routed to
our individual staff members, and we appreciate your patience as we work to bring the system back online.

Please feel free to email support@pgcalc.com if you need immediate assistance with your software or
info@pgcalc.com if you have an inquiry about our software or services and would like to reach our Sales team.

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.

Learn More about Marketing Services

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.

Learn More about Consulting

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.

Learn More about Gift Illustrations

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.

Learn More about Gift Administration

What's New

Free Webinar 7/22/25 What the One Big Beautiful Bill Could Mean for Gift Planning

FREE PG Calc Webinar

July 22, 2025

FREE Webinar – What the One Big Beautiful Bill Act Could Mean for Gift Planning

Please join us on July 22 for a FREE webinar in which PG Calc Consultants Jeff Lydenberg and Craig Wruck will explain the provisions of the new tax law that might affect charitable giving. In addition to presenting the details of these changes, they will provide context for understanding how these changes are likely to influence donor behavior. You will leave the webinar better-prepared to answer your donors’ questions about the new tax law and better-equipped to promote planned gifts effectively going forward.

One Big Beautiful Bill Act – The More Things Change…

On July 4th, President Trump signed into law HR 1, the One Big Beautiful Bill Act (OBBB). Although the financial and tax impact on donors will vary, there is little in the OBBB that directly affects charitable gift planning, and the bill does not include many legislative priorities championed by the charitable sector. Here is a summary of a few key individual taxpayer provisions of the OBBB along with some observations about the impact they could have on your work with donors.

Read the Article

PG Calc blog series: BDQ - The Big Dumb Questions of Planned Giving

PG Calc Blog Post

July 15, 2025

BDQ #10: Retained Life Estates – Who Says You Can’t Have Your Cake and Eat It Too?

For many donors, their home is one of the most highly appreciated assets they will ever own. But there’s a rub: their home is also highly useful as a personal residence and, if they give it away, they’ll have to find another place to live. But what if there was a way for your donor to give their personal residence now and continue to live there and enjoy it for the rest of their lives? Enter the redoubtable but often overlooked Retained Life Estate.

Read the Blog Post

Insight

June 17, 2025

July IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Quick Tip: Mask First Names in Compliance Reports
From the Blog: Dancing with the Taxman – Tax Reporting of Qualified Charitable Distributions
Also From the Blog: Flexible Joints – Concurrent and Consecutive Joint Annuitants
CGP Announces New IRA Charitable Beneficiary Law Passed in Indiana
Annuity Reserves and State Reserve Reporting

Read Now

PG Calc Software Updated

June 24, 2025

PGM Anywhere Updated on 6/24/25

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

Improved accessibility
Technology upgrades
Bug fixes

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.

FREE Q&A Recording

June 26, 2025

FREE: Gift Annuity Regulations and Compliance Q&A Webinar

Just starting to consider registering in states to issue gift annuities? Trying to make sense of the registration picture after moving to a new organization? PG Calc experts Edie Matulka, Director of Regulatory Compliance, and Julie Goldenberg Hay, Regulatory Compliance Senior Advisor, answered charitable gift annuity state registration and annual filing questions during this hour-long webinar.

Watch the Recording

Free CGA Calendars

Updated for 2025

Free CGA State Annual Filing Calendars

Updated for 2025, these calendars outline important filing dates for each state that regulates charitable gift annuities (CGAs). Download PG Calc’s free charitable gift annuity Annual Filing Calendars now to ensure you’re staying compliant with state regulations and avoiding penalties. There are two versions for charities with a fiscal year ending December 31 and June 30.

Download Now

Software Training

Aug 13-14

Gift Planning with PGM Anywhere Introductory and Advanced (Boston)

Join us for in-person trainings this August in Boston! Gift Planning with PGM Anywhere Introductory and Advanced will be held August 13 and 14 at the Wyndham Boston Beacon Hill (discount rate available). Attend either class or both and gain invaluable hands-on experience using case study examples from our experts and with your peers.
Gift Planning with PGM Anywhere Introductory: Wednesday, Aug. 13, 9:00 am - 4:00 pm ET
Gift Planning with PGM Anywhere Advanced: Thursday, Aug. 14, 9:00 am - 4:00 pm ET