On September 19, 2018, PG Calc announced the latest release of PGM Anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. Highlights of this major update include:

  • Income tax and capital gain tax calculations for all planned gifts
  • Modeling of four tiers of income for CRTs
  • Return Based on Cost of Plan chart that compares life income plan effective rates of return
  • Comparison of planned gifts with keeping or selling and reinvesting the gift asset
  • Advanced investment assumptions, such as % tax-free income and asset turnover %
  • Export to Excel