PGM Anywhere

Calculations and proposal software for all planned gifts

PGM Anywhere is comprehensive planned gift proposal web-based software. You can use the application on tablets, laptops and desktops in the office, on the go, or at home. PGM Anywhere is the web-based version of our original Planned Giving Manager software that has empowered our clients in their planned giving efforts for decades.

Everything You Need

PGM Anywhere is the industry's leading planned gift illustration software. Why? Because PGM Anywhere makes it easy for you to create the materials you need at every stage of the gift planning process.

  • Introduce planned gift concepts and benefits in an initial conversation with simple charts, attractive diagrams, and concise gift descriptions written in plain English.
  • As the gift planning progresses, create detailed analyses, as needed, to satisfy the most demanding donor or advisor.
  • When your donor completes a planned gift, create documents that substantiate the donor’s deduction and summarize the gift. Even create an official gift acknowledgement letter.

Backed By PG Calc Expertise

At PG Calc, we pride ourselves on providing our clients with outstanding support.

  • Consult PGM Anywhere's outstanding Help system for a clear and complete explanation of every aspect of PGM Anywhere as well as for an extensive glossary of planned giving concepts and the full text of tax rulings relevant to gift planning.
  • Contact our client support team by phone or email to get the expert guidance you need, whether you have a question about a PGM Anywhere proposal you have created, want to know how to model a particular gift in PGM Anywhere, or have a gift planning question.
  • For 35 years, Planned Giving Manager (PGM) was a desktop application. Since 2014, PG Calc been developing PGM’s web-based equivalent, PGM Anywhere. As we finalize the advanced features of PGM Anywhere, current clients will have access to both versions of the product. PGM Anywhere is the present and future of PGM.

 

 

PGM Anywhere Features

Here are some highlights of what you can do with PGM Anywhere.

  • Create presentations for every planned gift: bequests, gift annuities, charitable remainder trusts, retained life estates, charitable lead trusts, pooled income funds, and more.
  • Calculate deductions, taxation of payments, and effective return.
  • Project the benefits to your charity and the income beneficiaries of a life income gift.
  • Analyze the benefits of giving cash, long term gain, short term gain, or ordinary income property.
  • Create gift annuity agreements that meet the requirements of all 50 states and DC.
  • Compare your choice of gift plans and/or gift amounts side-by-side.
  • Export any PGM Anywhere presentation to MS Word and edit it as you wish; export to PDF and Excel too!

...and more!

Charitable Gift Annuity Diagram

PGM Anywhere requires an Internet connection and one of the following web browsers:

  • Chrome
  • Firefox
  • Safari

PGM Anywhere has been tested on Windows and Macintosh desktop computers, iPad 2, and Samsung Galaxy tablet computers. Operability on other tablet computers is not guaranteed.

PGM Anywhere is not compatible with Internet Explorer. PGM Anywhere has not been fully tested with the Microsoft Edge browser, but some clients have reported success.

PGM Anywhere is available directly from PG Calc only.  It is not available from the Apple Store or any other online store.

Sign up a FREE 45-day trial and start using PGM Anywhere today!

See for yourself why thousands of gift planners hundreds rely on PGM Anywhere to create planned gift proposals on their tablets, laptops, and desktops.

Request Your Copy of PGM Anywhere.

If I...

  • use Planned Giving Manager or Gift Annuity Manager on my desktop and want to start using PGM Anywhere too,
  • understand that PGM Anywhere is included for FREE with my Planned Giving Manager/Gift Annuity Manager subscription,
  • want to start using PGM Anywhere to create planned gift proposals on my tablet, laptop, or desktop computer like hundreds of other Planned Giving Manager and Gift Annuity Manager clients,

 

...fill out this form to request your copy of PGM Anywhere!

PGM Anywhere Pricing

Get the most for your money!

PG Calc provides two gift illustration applictions to charities – PGM Anywhere, for organizations that want to calculate and illustrate a wide range of life income gifts, and GAM Anywhere, for organizations that want to calculate and illustrate only gift annuities.

If you are an existing GAM Anywhere client and ready to explore PGM Anywhere, call us today at 888-497-4970 for more information about features that might be important to your program as well as pricing based on your existing GAM Anywhere contract.

PGM Anywhere License Fee* Annual Service Total Year One
Primary Copy $1,255 $735 $1,990
Additional Copies $300 $185 $485

* The license fee is a one-time fee; the service fee is recurring and is renewable annually.

Order Your  Copy of PGM Anywhere Now!

PGM Anywhere makes us seem like professionals...

When we’re interfacing with development colleagues, and certainly when we’re meeting with donors, it’s nice to have the templates and University of Denver branding consistent throughout. When you’re able to show them the numbers with a lot of certainty, tax rates and payouts, it makes the donor more comfortable that we have been doing this for a while and that we know what we are doing.”

 

Jon Kraus
Director of Development, Gift Planning
University of Denver

 

 



How Can We Help You?

With PGM Anywhere, you can help donors readily understand what type of planned gift makes the most sense for them. If you would like to see how PGM Anywhere can enhance your planned giving program, just let us know.
Dave Wolfe
Director of Sales

Contact Dave Wolfe:

888-497-4970 E-mail

Have a question?