Contact Us
Client Services
888-474-2252
support@pgcalc.com
Monday – Friday
8:30 – 6:00 ET
The Client Services team provides assistance for PG Calc’s software clients.
Amy M. Brown, Client Services Advisor
Jahvari Freeman, Client Services Assistant
Jay Pacitti, Associate Director for Client Services
Jeffrey Frye, Associate Director for Gift Planning
Jen Wickham, Senior Client Services Advisor
Kara Morin, Senior Director of Planned Giving Service
The Client Services team:
- Provides support for Planned Giving Manager (PGM), PGM Anywhere, GAM Anywhere, and GiftCalcs, our web-based planned gift calculator
- Assists with questions on how to use the software, gift planning concepts and understanding donor objectives in order to produce the appropriate illustrations
- Supports GiftWrap and Bequest Manager, including use of the software and how to track and administer planned gifts in compliance with regulations and best practices
- Provides assistance with Service Contract matters such as billing, name changes, adding and lapsing licenses, and providing software updates
Hot Topics
This GiftWrap and Bequest Manager release includes numerous improvements.
GiftWrap and Bequest Manager were updated on May 30, 2025. Please clear your browser cache before logging into GiftWrap and Bequest Manager. These releases focus on fixes, small enhancements, upgrading components, and overall usability.
These enhancements and others are detailed in the GiftWrap 4.3.9 and Bequest Manager 1.3.9 Release Notes. Look for the Latest Product Info link at the top of your screen within the application.
If you have any questions, please do not hesitate to contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com. We look forward to helping you get the most out of GiftWrap and Bequest Manager.
Bequest Manager FAQ
No, GiftWrap and Bequest Manager licenses are concurrent. This means, for example, if your organization has two licenses, only two people can logon simultaneously but any number of individuals may have login credentials and can take turns using the software.
Yes, licenses may be reassigned to different users by contacting Client Services. Licenses may not be reassigned to a different organization.
The GiftWrap License is a click-thru agreement and the text can be viewed any time in GiftWrap or Bequest Manager by clicking Help on the Menu Bar, clicking Index, and typing “License” in the Keyword field.
The License Fee is a one-time fee, and the Service Fee is renewable annually.
Our guarantee to:
- Keep the software current with all tax, regulatory, and related changes that affect planned gifts, compliance and tax forms; software updates.
- Unlimited telephone and email support.
- Complimentary software orientations.
- A monthly eRate eNewsletter.
- A quarterly Calc-U-Letter.
