PG Calc Client Services
Call us – we want to partner with you to help achieve your planned giving success.
At PG Calc, there’s nothing we take more seriously than responding quickly and effectively to all calls for planned giving assistance. It’s both a point of pride for us and, we believe, a point of differentiation.
Here to Help
Our Client Services staff has a cumulative 150 years of experience in the planned giving field, with backgrounds in both the non-profit and banking industries.
PG Calc’s Client Services staff provide our customers with expertise to help solve their planned giving problems, from the simplest to the most complex, promptly and completely.
Meet The PG Calc Client Services Team
Client Services – 888-474-2252 support@pgcalc.com 8:30 – 6:30 ET
The Client Services team provides assistance for PG Calc’s software clients.
- Provides support for Planned Giving Manager (PGM), PGM 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
- Support for GiftWrap and Bequest Manager includes 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
- Available 8:30am to 6:30pm ET, Monday – Friday, by phone and email
Gift Administration - 888-497-4990 8:00 – 5:00 ET
The Gift Administration team provides back office administration services for hundreds of charities.
- Services include tracking and maintaining planned gift data, producing payments or EFTs, preparing 1099-R tax forms and files for CGA and K-1 tax letters for PIFs, and providing standard and compliance reports
- Each Gift Administration Services client has a dedicated team of two handling their account, answering questions, and coordinating with the charity’s asset manager
- Available 8:00am to 5:00pm ET, Monday – Friday, by phone and email
Client Services
Supporting Braille Institute and its Mission
Cindy Chan, Director of Philanthropy at Braille Institute in Southern California, knows she can rely on the Client Services team at PG Calc. Using Planned Giving Manager, she models complex gifts, such as charitable remainder trusts and gifts of real estate, to help her donors achieve their goals. Cindy says,
"I am confident that I can speak intelligently and informatively because of the expertise of the people at PG Calc, and I am always learning something new about the power of PGM."
Cindy describes the PG Calc team as "detailed" and says "they know planned giving." She concludes by saying,
"They are experts and give me confidence to navigate gift options for our donors."
Gift Administration
Adding Value to Quinnipiac University's Program
Christine A. Festa, CPA, CGMA, Assistant Controller at Quinnipiac University in Connecticut, had the following to say about PG Calc Gift Administration Service:
“PG Calc has helped us to streamline our Charitable Gift Annuity and Charitable Remainder Unitrust gift process. They have provided us with a strong infrastructure for our historical data and information retention. We confidently rely on their expertise for our Planned Giving processes and necessary tax compliance and have for many years.”
Planned Giving Manager (PGM) and Gift Annuity Manager (GAM) License and Service FAQ
- Q: Do we need a license for each user?
- A: Yes, a license is required for each user. Each assigned user may load the software on a desktop and a laptop computer for his/her own use.
- Q: Is the license transferable?
- A: Yes, licenses may be reassigned to different users by contacting Client Services. Licenses may not be reassigned to a different organization.
- Q: Do I need a separate license for PGM Anywhere?
- A: No, each PGM license also includes PGM Anywhere, the web-based version, at no additional cost.
- Q: Where can I see the text of the License agreement?
- A: The PGM License is a click-thru and the text can be viewed any time in PGM by clicking Help on the Menu Bar, Index, typing “License” in the Keyword field.
- Q: What is difference between the License fee and the Service Fee?
- A: The License fee is a one-time fee and the Service Fee is renewable annually.
- Q: What does my annual Service Fee include?
- A: Our guarantee to:
- keep the software current with all tax, regulatory and related changes that affect planned gift calculations and Charitable Gift Annuity agreements
- software updates
- unlimited telephone and email support
- complimentary Orientations
- a monthly eRate Newsletter
- a quarterly Calc-U-Letter
GiftWrap and Bequest Manager License and Service FAQ
- Q: Do we need a license for each user?
- A: 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.
- Q: Is the license transferable?
- A: Yes, licenses may be reassigned to different users by contacting Client Services. Licenses may not be reassigned to a different organization.
- Q: Where can I see the text of the License agreement?
- A: 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.
- Q: What is difference between the License fee and the Service Fee?
- A: The License fee is a one-time fee and the Service Fee is renewable annually.
- Q: What does my annual Service Fee include?
- A: 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 Orientations
- a monthly eRate Newsletter
- a quarterly Calc-U-Letter
PG Calc Client Referral Program
At PG Calc, we have always been powered by client satisfaction and our reputation for excellence and integrity. Word-of-mouth referrals from our satisfied partners are how most of our clients come to us. We are actively looking to reward our clients for those referrals.
Marketing Services Referral Program
If you refer to our Marketing Services team a friend or colleague whose planned giving program needs a boost and your referral results in a new Marketing Services client within a year, we will offer you $750 toward any new marketing project, or a similar discount on your next renewal. Refer a friend for PG Calc's Marketing Services:
PGM Anywhere Referral Program
If you make a referral that results in a new PGM Anywhere client within a year, we will offer your organization $350 toward any of our products, services, trainings, webinars, or a discount on your next renewal. If you make a second referral, you will earn another $385 – together, that makes your annual service fee for PGM Anywhere free!
Take advantage of the referral program:
Thanks in advance for your help and partnership. Questions? Please contact us.
Pay An Invoice
To pay an invoice by credit card, please click on the button below to access our online invoice payment form.
Thank you for renewing your service.
Client Logins To PG Calc Applications
The buttons below connect to the login screens for licensed clients. To login to your PG Calc application in the fewest clicks, consider bookmarking the login screen. If you don’t know your login credentials, check with the Primary Administrator for each product at your organization, or contact PG Calc Client Services at 888-474-2252 or support@pgcalc.com.
If you are not currently a PG Calc client and are interested in signing up for an evaluation account for any of our software products, please contact our Sales team at 888-497-4970 or info@pgcalc.com.
How Can We Help?
If you have a technical question, we can help. If you have a question about our software, we can help. If you have a question about anything planned giving, we can help!
Contact Tina Yelle:
888-474-2252 • E-mail
