Gift Calculations Done Right
Receive a quick deduction calculation for any planned gift over the phone. We can produce gift annuity taxation information, too. We email you documents that substantiate, step-by-step, the calculations provided. We can provide deduction calculations for:
- Gift annuities – immediate payment, deferred, flexible, or commuted
- Charitable remainder unitrusts
- Charitable remainder annuity trusts
- Retained life estates
- Pooled income funds
- Charitable lead unitrusts
- Charitable lead annuity trusts
- Bargain sales
Value
PG Calc can provide the right calculations for your situation at a surprisingly affordable price.
Expertise
We will work with you to help determine which calculations are appropriate.
Accuracy
PG Calc has all the latest IRS rules and industry information at our fingertips.
Available to Everyone
Even our software clients may need this service from time to time.
Contact Us with Any Questions
Email support@pgcalc.com or call us at 888-474-2252 if you have questions about our Gift Calculation Service. There is no fee just for talking!
| Service | Fee/Rate |
|---|---|
| Proposal and/or Closing Documentation (including gift annuity agreement) | $200/each* |
*If the project is overly complex, we will charge $195/hour for our additional time.
New York Maximum Rate Calculations
The maximum annuity rates allowed by New York are lower than the suggested maximum ACGA rates for many annuitant ages and New York publishes only its maximum 1-life rates.
PG Calc is pleased to offer this calculation service to compute the NY maximum rates for 2-life gift annuities as well as 1-life and 2-life deferred gift annuities. Because NY publishes its rates every quarter, the calculated rates will apply only to the quarter in which the gift date falls.
Please complete the form below to submit your request. Turn-around time is 2 business days.
Contact Client Services at 888-474-2252 or support@pgcalc.com with any questions. For more information or to look up 1-life rates, go to our article Complying with New York Maximum Rates.
What It's Like to Work With Us
We've been doing planned giving calculations for a long time, and we know how important getting it right is. We'll work with you to ensure all calculations are correct and done in an efficient manner.
Completed proposals and completed agreements can be emailed to you within two business days, ensuring no delay in getting your donor the material.
We'll supply you with everything you could possibly need for your proposal or agreement. Even better, everything will be exactly right.
