Overview

Everything You Need

PGM Anywhere is the industry's leading planned gift illustration software. Why? Because PGM Anywhere makes it easy for you to create the materials you need at every stage of the gift planning process.

  • Introduce planned gift concepts and benefits in an initial conversation with simple charts, attractive diagrams, and concise gift descriptions written in plain English.
  • As the gift planning progresses, create detailed analyses, as needed, to satisfy the most demanding donor or advisor.
  • When your donor completes a planned gift, create documents that substantiate the donor’s deduction and summarize the gift. Even create an official gift acknowledgement letter.
Backed By PG Calc Expertise

At PG Calc, we pride ourselves on providing our clients with outstanding support.

  • Consult PGM Anywhere's outstanding Help system for a clear and complete explanation of every aspect of PGM Anywhere as well as for an extensive glossary of planned giving concepts and the full text of tax rulings relevant to gift planning.
  • Contact our client support team by phone or email to get the expert guidance you need, whether you have a question about a PGM Anywhere proposal you have created, want to know how to model a particular gift in PGM Anywhere, or have a gift planning question.
  • For 35 years, Planned Giving Manager (PGM) was a desktop application. Since 2014, PG Calc has been developing PGM’s web-based equivalent, PGM Anywhere. As we finalize the advanced features of PGM Anywhere, current clients will have access to both versions of the product. PGM Anywhere is the present and future of PGM.

PGM Anywhere Features

Here are some highlights of what you can do with PGM Anywhere.
  • Create presentations for every planned gift: bequests, gift annuities, charitable remainder trusts, retained life estates, charitable lead trusts, pooled income funds, and more.
  • Calculate deductions, taxation of payments, and effective return.
  • Project the benefits to your charity and the income beneficiaries of a life income gift.
  • Analyze the benefits of giving cash, long term gain, short term gain, or ordinary income property.
  • Create gift annuity agreements that meet the requirements of all 50 states and DC.
  • Compare your choice of gift plans and/or gift amounts side-by-side.
  • Export any PGM Anywhere presentation to MS Word and edit it as you wish; export to PDF and Excel too!
  • ...and more!

Technical Specifications

PGM Anywhere requires an Internet connection and one of the following web browsers:

  • Chrome
  • Firefox
  • Safari

PGM Anywhere has been tested on Windows and MacOS, iPads, and Samsung Galaxy tablets. Operability on other tablets is not guaranteed.

PGM Anywhere is not compatible with Internet Explorer. PGM Anywhere has not been fully tested with the Microsoft Edge browser, but some clients have reported success.

PGM Anywhere is available directly from PG Calc only.  It is not available from the Apple Store or any other online store.

Free Trial

Sign up for a FREE 45-day trial and start using PGM Anywhere today!

See for yourself why thousands of gift planners rely on PGM Anywhere to create planned gift proposals on their tablets, laptops, and desktops.

PGM Anywhere

I Use PGM Desktop, Sign Me Up for PGM Anywhere

Request Access to PGM Anywhere

If you...

  • Use Planned Giving Manager or Gift Annuity Manager on your desktop and want to start using PGM Anywhere too.
  • Understand that PGM Anywhere is included for FREE with your Planned Giving Manager/Gift Annuity Manager subscription,
  • Want to start using PGM Anywhere to create planned gift proposals on your tablet, laptop, or desktop computer like hundreds of other Planned Giving Manager and Gift Annuity Manager clients.

Fill out this form to request access to PGM Anywhere!

PGM Anywhere Pricing

Get the Most for Your Money!

PG Calc provides two gift illustration applications to charities – PGM Anywhere, for organizations that want to calculate and illustrate a wide range of life income gifts, and GAM Anywhere, for organizations that want to calculate and illustrate only gift annuities.

If you are an existing GAM Anywhere client and ready to explore PGM Anywhere, call us today at 888-497-4970 for more information about features that might be important to your program as well as pricing based on your existing GAM Anywhere contract.

Order Your Copy of PGM Anywhere Now

Pricing Details
PGM Anywhere License Fee* Annual Service Total Year One
Primary Copy $1,255 $735 $1,990
Additional Copies $300 $185 $485

* The license fee is a one-time fee; the service fee is recurring and is renewable annually. 

Sample Documents and Illustrations

What Our Clients Say


How Can We Help You?

With PGM Anywhere, you can help donors readily understand what type of planned gift makes the most sense for them. If you would like to see how PGM Anywhere can enhance your planned giving program, just let us know.
Director of Sales

Contact Dave Wolfe

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