FASB/Reserve Compliance Reporting Service

Client Services



Monday – Friday

8:30 – 6:00 ET


The Client Services team provides assistance for PG Calc’s FASB/Reserve Reports clients.

Our Client Services Team

Samantha Akiha, Client Services Advisor

Kara Morin, Director of Client Services

Jackie Robertson, Client Services Assistant

Jen Wickham, Senior Client Services Advisor

  • CGA State Reserve Reports: Being compliant with state requirements for charitable gifts is a complex and time-consuming endeavor. We can easily provide you with accurate and timely CGA State Reserve Reports to ensure your report is ready before the due date.
  • FASB Liability Reports: Determining the liability represented by each of your organization's split interest gifts, such as gift annuities and charitable remainder trusts is a long process. We can provide you with the reports and save you time.
  • Our Compliance Reporting Service Entails: Providing Reserve Reports for every state regulating CGAs; Providing reserve reports verified by a qualified actuary, for states requiring it; and Providing FASB Reports for CRT, PIF, and CGA gift types.

State Registration Map

Annual Filing Timeline Template

Report Format Requirements

2024 Schedule of Fees for Compliance Reporting, Actuarial Verification, and Database Maintenance

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!
Director of Client Services

Contact Kara Morin

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