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GiftWrap Service Issue Friday 8/20

We are experiencing performance issues with GiftWrap and are working on it. We appreciate your patience. Orig Title: Everything You Need in Planned Giving Description: For 36 years, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.
Ask the Expert Q&A

Donor Surveys Q&A

Learn about this crucial planned giving marketing tool on September 28 from 1-2 pm ET.

Get Personal With BatchCalcs

Include personalized gift annuity calculations in each email message or print letter.
Done Right. On Time. Every Time.

CGA State Registrations and Annual Filings

Are you in compliance?
Take a Fresh Look

Take a Fresh Look

Take a fresh look at your planned giving website with a free evaluation.
Take our Satisfaction Survey

Satisfaction Survey

We want to hear from you. Please take 5-10 minutes to share your opinions in our Satisfaction Survey.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Start A Planned Giving Program

Are you set up for success from the start?

Find More Donors

Effective marketing to motivate donor prospects to act.

Telecom Outage

PG Calc phone service is currently unavailable due to a major telecom network outage. If you need to reach us, please send email to support@pgcalc.com. We are working with our phone vendor and will attempt to restore phone service as soon as possible.

Find More Donors

Effective marketing to motivate donor prospects to act.

Start A Planned Giving Program

Are you set up for success from the start?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?

We're Here to Help!

If you or your cause needs help, even if you think it might be outside of your service contract or retainer, please don’t hesitate to reach out. We understand that your organization may have been more impacted than our business. We hope we can support your mission in the days, weeks, and months ahead of us.

Find More Donors

Effective marketing to motivate donor prospects to act.

Start A Planned Giving Program

Are you set up for success from the start?

Create Compelling Gift Proposals

Use our tools to illustrate benefits for your donors.

Administer Your Program Effectively

Do you have the tools in place to administer your gift program?

 

 

 

Download Your SECURE Act Webinar Recording Now!

PG Calc is currently making available a free recording of our important and timely SECURE Act webinar. Download this recording and learn about the SECURE Act and its impact on gift planning!

 
I WANT MY FREE WEBINAR  RECORDING  

 

 

 

 

 

 

 

 

Leave It to the Pros!

PG Calc consultants are nationally recognized experts in planned giving.

From setting policies and training staff, to creating marketing plans and developing strategies to close more gifts, PG Calc has you covered!

 
DOWNLOAD  

 

 

No Matter Your Gift Administration
Challenge, We Have Your Solution!

 

Call Dave Wolfe at 888-497-4970 for gift administration done right!

 

 

 

 

 

Edie Matulka, Senior Consultant

PG Calc staff has unmatched expertise in all things planned giving.

WHAT CAN WE DO FOR YOU?

 

FIND MORE PROSPECTIVE DONORS

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 from a range of available platforms.

more

 

IMPROVE YOUR PLANNED GIVING PROGRAM

Our experts will help you build upon your program’s strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Whether your program is small or large, basic or sophisticated, we can help you enhance your efforts.

more

 

GET MORE GIFTS

We can provide you with the 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 donors understand what type of planned gift makes the most sense for them.

more

 

STEWARD DONORS AND BE IN COMPLIANCE

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.

more

 


HOW WE PARTNER IN YOUR PLANNED GIVING SUCCESS

Through every stage of building and growing your planned giving program, PG Calc has the
tools, knowledge, experience, and services to ensure your organization's planned giving success.

Here is how PG Calc's products and services align with the evolution of an organization's planned giving program:

 

Planned Giving Program Spiral

 


 

Get useful planned giving insights every month

Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more!

Subscribe To Our Monthly Newsletter

 


 

For the past 26 years, PG Calc has continued to represent for me the gold standard for planned giving calculation software—staying up to date on the latest legislative changes and adapting their offerings nimbly in sync with the ever-changing nuances of the field. My relationship with the PG Calc support team has been helpful to me throughout my career, as I evolved from rookie to seasoned veteran, and always has something to teach me about creative ways to employ their various products for useful purposes."

Pete Congleton
Director of Planned Giving
Hartford Hospital

  • FEATURED SERVICE

    PG Calc Now Offers Endowment Sub-Accounting

    Multilevel sub-accounting is critical for organizations that want to combine gifts in their endowments for investment purposes, but must maintain detailed records of individual gifts for accounting and donor reporting purposes. PG Calc now offers sub-Accounting solutions for endowments, planned giving, and pooled income funds.

  • NEWS

    PG Calc Acquires Hemmenway & Reinhardt

    On November 15, 2018, PG Calc acquired Hemmenway & Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway & Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway & Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway & Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway & Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients.

    READ MORE ABOUT THE ACQUISITION

  • WEBINAR

    Taxation Basics for Fundraisers

    Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, we will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Our focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, you will also learn about the tax benefits associated with charitable gifts and factors that can affect these benefits. The discussion will be based on current tax law at the time of the webinar.

    Craig Wruck

    Webinar Details

    DATE: Thursday, August 26, 2021

    TIME: 1:00 PM (EST)

    SPEAKER: Craig Wruck, Senior Advisor, PG Calc

  • SOFTWARE UPDATES

    SOFTWARE UPDATES

    PGM Anywhere Update 8/19/21

    PGM Anywhere Release Includes ...

    The August 19, 2021 PGM Anywhere release includes:

    • All sorts of good stuff

Let Us Help You...

Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.
Gary Pforzheimer
President

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?

PG Calc

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