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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?
medical stethoscope

Flat Pricing for 2021

PG Calc has committed to no pricing increases in 2021 to help our clients during the pandemic.

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.

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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.

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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.

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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.

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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 SERVICES

    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.

    GiftWrap/Bequest Manager Update

    PG Calc released GiftWrap 4.2.10 April 1, 2017.  This update on contains a variety of enhancements that further increase the value and utility of PG Calc’s suite of gift administration software. This release focuses on expanded capabilities in the areas of compatibility, security, and usability. New features include:

    • Windows 10 compatibility
    • Security enhancements
    • Tracking of expected bequest distributions
    • Enhanced support for flexible gift annuities

    In addition, this release incorporates a variety of bug fixes, enhancing the stability and reliability of the GiftWrap application.

    Tax Reform and Its Impact on Planned Giving

    On December 22, 2017, the President signed into law an “Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.”  In response to the passage of this legislation, there has been some alarm in the charitable community about the impact on charitable giving. As a service to our customers and followers, PG Calc has prepared an analysis to answer many of these questions.  The intention of the analysis is twofold. First, it explains which laws affecting planned giving have changed and which laws remain intact. Second, it offers five suggestions on the best ways donors can continue to make tax-efficient planned gifts. Note that article refers to the law as the “Tax Reform Act” for convenience.  You can find this article, Tax Reform and Its Impact on Planned Giving, by Jeff Lydenberg, in our knowledgebase.

  • 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

    Bequest Marketing Everyone Should Do

    Bequests represent the bulk of planned gift dollars raised by most charities. This is true despite minimal marketing of bequests by many of these same charities. With close to $25 trillion in estate transfers estimated to occur over the next 40 years*, imagine how much more your charity can attract in bequest gifts by consistently marketing them to your charity’s donors.

    In this webinar, Andrew Palmer will review simple bequest marketing activities that are available to every charity. They may be simple, but applied consistently over time, they also are remarkably effective in raising awareness of these gifts among your constituents. From there, interest and realized bequests will follow.

    Webinar Details

    DATE: November 19, 2020

    TIME: 1:00 PM (EST)

    SPEAKER: Andrew Palmer, Director of Marketing Services, PG Calc

  • SOFTWARE UPDATES

    New GiftWrap Module

    SSDI Death Screening Module

    PG Calc knows that keeping track of your life income beneficiaries, and also your donors who have left your charity in their wills, is an important part of stewardship and your fiduciary duties. With this in mind, for clients of this module, we will run all beneficiaries through third party databases, such as the Social Security Death Index (SSDI) every day to ensure that we can promptly notify our clients of the deaths of their donors – often before our clients know themselves. Furthermore, we can research addresses, including obtaining contact information for relatives and neighbors, to aid in finding your missing donors.


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

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