Rely On Our Expertise Whenever You Need It
We offer support to help you market planned gifts, identify planned giving prospects, develop strategies to close planned gifts, and create stewardship programs that make the most efficient use of your resources.
We work with your database to identify your most likely planned gift prospects and implement targeted strategies to reach them. Our focused approach to prospecting costs less, moves more quickly, and very often results in larger gifts. The results are dramatic.
Continuous Guidance Features
- We formalize your program.
- We reduce CGA risk.
- We ensure regulatory compliance.
- We improve marketing results.
- We increase Legacy Society membership and stewardship.
- We review prospects and portfolio strategy.
- We train staff and board members.
- We assist with complex gifts.
- We consult with donors and professional advisors.
- You receive expert guidance and advice.
- We develop and implement effective metrics.
- We advise on the administration of estate gifts.
What It's Like to Work With Us
We work in collaboration with our clients, helping to devise overall strategy, and assisting in the day-to-day operation of their planned giving programs. We ensure the long-term sustainability of your planned giving efforts. Our training is practical and actionable. We can help you educate individuals involved in proposing and closing gifts with donors, leadership, and boards of directors, and those responsible for administration and finance. PG Calc can be on the front lines or the technical back office for your planned giving program.
Vanderbilt University Medical Center hired PG Calc consultants on retainer in 2019. They work with planned giving staff, marketing, operations, and leadership to strengthen the planned giving effort at VUMC. PG Calc developed and delivered a donor/patient survey that allowed us to learn more about our planned giving partners, as they shared their stories, passions, and interests in engaging more with VUMC development. Their survey responses provided invaluable information and significantly increased our Legacy Circle membership.
Vice President for Development
Vanderbilt University Medical Center
Jeff Lydenberg, Ann McPherson and the entire team at PG Calc offer invaluable support to me and my Development colleagues at Mass General Hospital. Their work with us over the last many years as consultants has been wide-ranging and includes, but has not been limited to, assisting leadership in long range planning, working hand-in-hand to build program plans and providing guidance and advice in our work with donors and their advisors. PG Calc has partnered with the Mass General planned giving staff for more than a decade and have assisted in the steady development of our marketing program. Their expertise, steady counsel and creativity have been instrumental in the evolution of our program on every front. The PG Calc staff are responsive, collaborative and great champions for the organizations with which they work. We at Mass General consider ourselves so fortunate to have PG Calc’s partnership in our daily work
Managing Director, Planned Giving
Massachusetts General Hospital Development Office