BatchCalcs

The Power of Personalization

Get Personal With BatchCalcs

PG Calc’s BatchCalcs service gives fundraisers an automated way to make their planned giving mailings more effective by including personalized calculations in each prospect letter or e-mail.

Our BatchCalcs service adds individual planned gift calculations for each person in a file of donor information in order to allow you to personalize a direct mail or e-mail solicitation. Once the calculations have been added to your file, we can return it to you for fulfillment, or we can produce the solicitation for you. The gift information can be merged into your letters/e-mails, or provided on separate illustration pages.

Using a recipient’s personalized information helps them better understand the ins and outs of a planned gift. This leads to better awareness and increases your chances of receiving a gift.

Your recipients will receive extremely valuable information, like annual payment amount and the amount and duration of tax-free portion of gift annuity payments.

Request Your Free<br>BatchCalcs Conversation

BatchCalcs Features

BatchCalc's shows donors' personalized information.
Each letter shows target gift amounts.
Ideal for gift annuity mailings (print or electronic).
Send an Excel file of birth dates and we can add your choice of values.
Values include deduction, annuity amount, and tax-free portion.

We display annual payment or rate.
Each letter shows amount and duration of tax-free portion of payments.
Results can be based on individualized gift amounts or a single gift amount.
We can provide print-ready letters with BatchCalcs values merged in.
We can provide print-ready Summary of Benefits charts.

Don't Take Our Word For It

Here's What Our Clients Have to Say about BatchCalcs

“For 15 years BatchCalcs has been a foundational part of our CGA promotional strategy. The gift opportunity really jumps out to prospective donors when the illustration is personalized, and, as a result, we’ve had an average of $180,000 in CGA gifts after each mailing.”

Adam Goede
Supervisor, Ministry of Christian Giving
WELS Foundation

“At Salesian Missions, we have been using the BatchCalcs service for the past 18 years. Normally, we do three BatchCalcs mailing appeals during the year: spring, summer, and during the holidays and, if there are changes in the payout rates set by the ACGA, we include an extra one. During those 18 years, every single one of the mailings has resulted in a positive rate of return, enhancing our annuity pool portfolio from our existing annuitants. Your current annuitants are the best audience to stay in touch with and remind them of the benefits of establishing another Charitable Gift Annuity to support the mission work. There is no better way to do this but with the BatchCalcs service provided by PG Calc.”

Ana Maria Lang
Planned Giving Specialist
Salesian Missions

What BatchCalcs Deliverables Look Like

Fenway School BatchCalcs Example Letter

In this example, the variable gift illustration elements are shown in red to demonstrate which elements can be customized within each donor message.

Sample BatchCalcs letter from Fenway School showing variable copy elements in red

Samples of BatchCalcs Deliverables and the Data Input Form

Receiving the benefits of BatchCalcs is easy. Just fill out and send us the data input form below. Click the images below to see samples of BatchCalcs deliverables, and to download the data input form.

Sample Letters

Summary of Benefits

Client Data Form

What It's Like to Work With Us

We collaborate with you and your team to create personalized messages for your prospective donors. To get started, we discuss the goals and objectives of the mailing. We will create the copy and design and every piece is customized with your brand and mission.

We will need you to provide a spreadsheet of prospects with basic information such as name and birthdate. We will do all of the calculations for each prospect and generate the personalized files for you.