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What We Do

FIND MORE PROSPECTIVE DONORS

Marketing Services

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 for a range of available platforms.

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Improve your planned giving program

Consulting

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

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Get more gifts

Gift Illustrations

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

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Steward donors and be in compliance

Gift Administration

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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What's New

Insight

Apr 15, 2025

June IRS Discount Rate: 5.0%

In this month's eRate newsletter:

Quick Tip: Add Your Charity’s Logo to PGM Anywhere Presentations
From the Blog: Is This the Worst Gift Annuity Ever Written?
PG Calc’s Ann McPherson Awarded PGGNE Distinguished Service Honor
ACGA Keeps Rates the Same and Clarifies CGA Regulations in Georgia
Foundation Source Acquires Giving Place Platform for Private Foundations and Family Offices

Read Now

Underwater Gift Annuities: Don’t Go Down with the Ship!

We frequently hear about so-called “underwater gift annuities” from our clients. The annuitant (who is frequently the donor) has probably lived well past his or her original life expectancy, but the sponsoring charity is still obligated to continue making annuity payments for as long as the annuitant is still alive. This is not an unusual occurrence. We hear this same sad story again and again. How did this happen? How does the sponsoring charity manage the situation going forward? And does the charity have any options at this point?

Read the Article

The PG Calc hotline to our Client Services team - image of a red hotline phone

PG Calc Blog Post

May 14, 2025

Is This the Worst Gift Annuity Ever Written?

A charitable gift annuity is a split-interest gift, an arrangement between the sponsoring charity and the donor. The donor makes a significant contribution to the charity – typically at least $10,000, and frequently much more – and the charity agrees to make payments to one or two persons for the rest of their lives. We see a lot of good charitable gift annuities that have been written over the years, but we’ve also seen some highly questionable examples. Is this the worst gift annuity ever written?

Read the blog post

PGGNE award presentation to Ann McPherson's family

PG Calc News

May 7, 2025

PG Calc's Ann McPherson Awarded PGGNE Distinguished Service Honor

At the Planned Giving Group of New England (PGGNE) All-Day Conference on May 7th, the entire family of Ann McPherson, Ann's PG Calc family, and New England's planned giving community celebrated Ann McPherson as the posthumous recipient of the PGGNE David M. Donaldson Distinguished Service Award, which was presented to Ann's husband, Neil McPherson. In his presentation remarks, PG Calc President Gary Pforzheimer described Ann's 20-year planned giving career working with hundreds of organizations, including four years serving on the PGGNE Board.

Jack and the Beanstalk illustration of Jack trading his cow for magic beans - copyright lookandlearn.com

New White Paper

Apr 15, 2025

So, You Sold Your Cow for a Handful of Magic Beans. Now What?

In this new white paper by PG Calc Senior Advisor Craig Wruck, he outlines the eight characteristics of a successful planned giving program and a strategy to stay focused on the fundamental best practices of planned giving rather than letting yourself be distracted by magical solutions, like AI, black box data analysis, or the latest twist on crypto currency.

Read Now

New Website Guide

April 2025

Unlock More Bequests – The Power of a Planned Giving Website

Bequests are the backbone of a strong planned giving program, offering your nonprofit the long-term financial security it needs to grow, innovate, and make an enduring impact. To get them, you need a strategic, well-designed planned giving website. In this new guide, we outline the seven essential objectives your planned giving website should achieve.

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PG Calc Webinar

May 29, 2025

Success with Life Insurance

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

Software Training

Jun 10-11, 2025

Planned Giving by the Numbers (ONLINE 6 hours over 2 days)

Build your confidence as a gift planning professional by strengthening your understanding of numbers you work with every day! This class will enable you to answer some of the toughest prospect and advisor questions.

PG Calc turns 40 - birthday cake with '40' in candles

PG Calc News

Mar 15, 2025

PG Calc Turns 40!

March 15, 2025 marked the 40th anniversary of PG Calc. In forty years, PG Calc has evolved into a full-service software and services company that helps over 2,200 clients and charities with their planned giving. We are so proud of the work we do on behalf of the thousands of clients and charities we support, and we thank our clients for making us a part of their planned giving success. Our team shared their thoughts, memories, t-shirts, and reflections about our 40th anniversary.

Watch Our Video

Free Guide

Mar 12, 2025

Nine Mistakes You Might Be Making in Endowment Sub-Accounting

Sub-accounting is a critical part of managing an endowment and stewarding gifts. In our 40 years of planned giving, we at PG Calc have seen it all – so, we put together a list of the nine most common mistakes you might be making in your endowment sub-accounting. These are the pitfalls that we see organizations struggle with most often.

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New White Paper

Feb 3, 2025

The Five Keystones of Endowment Building

Endowments are powerful tools allowing nonprofit organizations to plan for the future and achieve larger goals than would be possible without them. Building an endowment requires time, consistency, accuracy, and institutional commitment, but the rewards can be nearly incalculable. In this white paper, learn about the five keystones needed for an endowment to achieve its maximum potential and why each is critical to support an endowment.

Read the White Paper

PG Calc Software Updated

Mar 14, 2025

PGM Anywhere Updated on 3/14/25

The release of PGM Anywhere 18.0.0 includes:

Present values of projected amounts
Accessibility improvements
Show password option

Software Training

May 8, 2025

Computing FASB Liabilities with GiftWrap (ONLINE)

This class will focus on one of the most important reporting functions in GiftWrap – the calculation of estimated liabilities for life income gifts, in compliance with FASB standards. No matter the size of the organization, or the state in which the organization is based, all organizations sponsoring life income gifts need to calculate a reasonable estimate of the total future liability for each gift.