Skip to main content
IRS Discount Rate August 2026: 5.2%
Client Logins
Pay an Invoice
Events
Blog
0 items
Search
Search
0 items
Search
Search
Marketing
Creative Services
Websites
Customize your PG site
Direct Mail
Stand out and create awareness
Email
Educate and build relationships
Brochures
Leave a lasting impression
Donor Surveys
Gain donor insights
BatchCalcs
Personalize your appeals
Tools
Turnkey DAF Program
Branded Donor Advised Funds
GiftCalcs
Produce web-based calculations
Find Best Gift
Guide donors on your website
Find Best Asset
Help donors explore gift types
Gift Illustrations
Proposal Software
PGM Anywhere
Calculate and illustrate all planned gifts
Designer Proposals
Build striking proposals
Services
Gift Calculation Service
Get quick, accurate calculations
Gift Administration
Administrative Services
Planned Gift Administration
CGA, CRT, PIF administration
Compliance Reporting
FASB and reserve reports
Endowment Sub-Accounting
Sub-account tracking and reporting
Administration Software
GiftWrap
Gift administration software
Bequest Manager
Bequest management software
Consulting
Program Improvement
Program Launch
Formalize your program
Program Evaluation
Structure for success
Continuous Guidance
Optimize your program
Qualified Appraisals
Maximize life interest deductions
Gift Annuity Services
State Registration
Stay in compliance
Annual Filing
Outsource state filings
Risk Assessment
Monitor program health
Insight & Training
Information Resources
Blog
Delve into latest trends
White Papers
Read our thought leadership
Featured Articles
Deep dives on planned giving topics
Knowledge Base
Reference definitions and insights
eRate Monthly Newsletter
Get the rate, articles, and more
CGA Manual
Get the authoritative reference
IRS Discount Rate
See current and historical rates
Training
Webinars
Learn from top practitioners
Software Training
Get the most from your software
Software Orientations
Get started with live instruction
Custom Instruction
Learn what you need most
Client Support
Software
PGM Anywhere
Help with gift illustration software
GiftWrap
Help with gift administration software
Bequest Manager
Help with bequest administration software
GiftCalcs
Help with website gift calculators
Services
Gift Administration Support
Get help from our expert team
Marketing Services
Connect with your account manager
FASB/Reserve Reports
Report service and actuarial verification
BatchCalcs
Customize CGA calculations for mailings
Gift Calculation Service
Illustrations for clients without software
Additional Resources
Referral Program
Rewards for colleague referrals
Offer Feedback
Offer feedback or a testimonial
About Us
Who we are
Meet Our Team
Meet the people of PG Calc
Contact Us
Connect with the right team
Careers
Join our team
History of PG Calc
Key milestones over 4 decades
About Foundation Source
PG Calc Is Part of Foundation Source
What we do
PG Calc and Planned Giving
Structured for your success
Conferences
Where we will be and when
Speaking Engagements
Sharing our planned giving expertise
Home
Stephen Smith
Gift Administration Associate
ssmith@pgcalc.com
617-497-4970 x1412
