Is Now Part of
We are pleased to announce that on February 1st, PG Calc was acquired by Foundation Source, the nation’s largest provider of foundation management services for philanthropists and their private foundations. Together, the two companies will bring together the best technology, service, and philanthropic expertise to serve charities, donors, and advisors to make giving easier and more effective.
PG Calc will operate as the planned giving division of Foundation Source and will be managed by Gary Pforzheimer and our leadership team. Together with Foundation Source, our combined company is led by CEO Joe Mrak, a highly respected leader in the financial technology and wealth management industries. The company is primarily owned by GTCR, a leading private equity firm.
We will continue to offer and support PGM Anywhere and Planned Giving Manager desktop, our legendary gift illustrations software, and GiftWrap, our gift administration software, as well as our other software and services. We will keep serving our Gift Administration Services, Consulting Services, and Marketing Services clients with the same impeccable customer service you’ve always known from PG Calc. Longer term, we will take advantage of our combined resources to develop new products that support and promote philanthropy.
The same PG Calc Client Services team of planned giving experts you’ve relied on for nearly 39 years is here as we always have been, ready to help you make the most of your planned giving program and answer your planned giving questions. You can continue to use the same phone numbers, email addresses, and logins you’ve always used.
What We Do
Marketing Services
We can help you reach and engage with prospective donors through a sophisticated blend of traditional and online marketing initiatives. We work with you to customize the ideal marketing approach for your audience, drawing for a range of available platforms.
Consulting
Our experts will help you build upon your program's strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Wheather your program is small or large, basic or sophisticated, we can help you enhance your efforts.
Gift Illustrations
We can provide you with tools and expertise you need to effectively present the benefits of a planned gift to your prospective donors, to create gift annuity agreements and gift calculations, and to help your donor understand what type of planned gift makes most of sense for them.
Gift Administration
Ensure efficient and effective gift administration by outsourcing the work to PG Calc. By combining our decades of planned giving expertise with state-of-the-art tools like GiftWrap, we can fulfill all of your stewardship and compliance needs.