At PG Calc, there’s nothing we take more seriously than responding quickly and effectively to all calls for planned giving assistance. It’s both a point of pride for us and, we believe, a point of differentiation.
Our Client Services staff has a cumulative 150 years of experience in the planned giving field, with backgrounds in both the non-profit and banking industries.
PG Calc’s Client Services staff provide our customers with expertise to help solve their planned giving problems, from the simplest to the most complex, promptly and completely.
The Client Services team provides assistance for PG Calc’s software clients.
The Gift Administration team provides back office administration services for hundreds of charities.
Supporting Braille Institute and its Mission
Cindy Chan, Director of Philanthropy at Braille Institute in Southern California, knows she can rely on the Client Services team at PG Calc. Using Planned Giving Manager, she models complex gifts, such as charitable remainder trusts and gifts of real estate, to help her donors achieve their goals. Cindy says,
"I am confident that I can speak intelligently and informatively because of the expertise of the people at PG Calc, and I am always learning something new about the power of PGM."
Cindy describes the PG Calc team as "detailed" and says "they know planned giving." She concludes by saying,
"They are experts and give me confidence to navigate gift options for our donors."
Helping Carter Center Grow Its Program
Barry Nickelsberg, Chief Development Officer - Estate & Gift Planning at the Carter Center in Atlanta, Georgia, had the following to say about PG Calc Gift Administration Service:
“Not only has every aspect of our work with PG Calc been above our expectations and seamless, but we’ve received more than 15 new annuities, dozens of bequests and even a charitable lead trust thanks to their work. Perhaps best of all, PG Calc’s accuracy is always ‘spot on.'”
At PG Calc, we have always been powered by client satisfaction and our reputation for excellence and integrity. Word-of-mouth referrals from our satisfied partners are how most of our clients come to us. We are actively looking to reward our clients for those referrals.
If you refer to our Marketing Services team a friend or colleague whose planned giving program needs a boost and your referral results in a new Marketing Services client within a year, we will offer you $750 toward any new marketing project, or a similar discount on your next renewal. Refer a friend for PG Calc's Marketing Services:
If you make a referral that results in a new PGM Anywhere client within a year, we will offer your organization $350 toward any of our products, services, trainings, webinars, or a discount on your next renewal. If you make a second referral, you will earn another $385 – together, that makes your annual service fee for PGM Anywhere free!
Take advantage of the referral program:
Thanks in advance for your help and partnership. Questions? Please contact us.
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If you are not currently a PG Calc client and are interested in signing up for an evaluation account for any of our software products, please contact our Sales team at 888-497-4970 or firstname.lastname@example.org.