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Who Offers What
Products & Services
for the Nonprofit Sector

 

 

PG Calc Incorporated
Your partner in planned giving
129 Mount Auburn Street
Cambridge, MA 02138

Tel.: 888-497-4970
Email: info@pgcalc.com
Web: www.pgcalc.com

Planned giving is our specialty
Working with us, our clients successfully launch new programs, market and close planned gifts, and ensure that their planned gift administration meets best practices for donor stewardship and state compliance requirements.

Program Planning
Services to help you start a new planned giving program include providing Board presentations, setting policies, and preparing state registrations for gift annuities. We can assess your existing programs for best practices, compliance, and risk analysis.

Gift Planning
Our Planned Giving Manager software suite provides customized gift proposals for donors, gift annuity agreements, and reference material for advisors. Easy to use for the novice, but full of options for the expert, the software is extremely versatile.

GiftCalcs, our on-line planned gift calculator, enhances your organization's planned giving web page, providing a new way to educate and cultivate donors.

Our Gift Design and Illustrations Service provides calculations and gift proposals on an as-needed basis – just call for a proposal – or as an ongoing service.

Gift Administration
PG Calc offers a broad range of gift administration offerings. Twenty years of experience goes directly into GiftWrap, our comprehensive planned gift database, providing a professional, cost-effective and efficient way to handle gift administration internally.

If you prefer to outsource, PG Calc’s Gift Administration Services is the right solution for you. Our highly-skilled team of planned giving specialists maintain your planned giving records, issue payments and tax forms, and provides reporting – and all for fair and reasonable fees, working with the asset manager of your choice.

Gift annuity risk analysis, state actuarial reports for gift annuities, liability reports for financial statements, and program audits are also available.

To contact PG Calc for more information and prices, call 888-497-4970, visit www.pgcalc.com, or e-mail us at info@pgcalc.com.

 

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