PG Calc
Everything You Need in Planned Giving
Overview
Since 1985, PG Calc has been a leader in the planned giving space, offering a suite of products and services for nonprofits. Their core offerings include Planned Giving Manager (PGM) and PGM Anywhere, robust software for calculating and creating proposals for all types of planned gifts. They also provide services for gift administration, marketing, and consulting.
✨ Key Features
- Planned Gift Calculation Software (PGM & PGM Anywhere)
- Gift Proposal and Illustration Generation
- Side-by-Side Gift Option Comparison
- Gift Annuity Agreement Creation
- FASB Liability Calculation Software
- Integrations with Blackbaud Raiser's Edge
- Planned Gift Administration Services
- Marketing and Consulting Services
🎯 Key Differentiators
- Industry-leading expertise in gift calculations and tax law updates
- Both desktop (PGM) and web-based (PGM Anywhere) software options
- Comprehensive services including administration and marketing
Unique Value: Offers the industry's leading planned gift illustration software, backed by deep expertise to ensure calculations are accurate, compliant with the latest tax laws, and presented in professional, donor-friendly proposals.
🎯 Use Cases (4)
✅ Best For
- Used by planned giving professionals for accurate gift calculations and proposals for nearly 40 years.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations looking for a simple, donor-facing will creation tool rather than back-office calculation software.
🏆 Alternatives
While competitors may offer broader CRM functionality, PG Calc specializes deeply in the technical and administrative aspects of planned giving, providing unparalleled accuracy and support for complex gift calculations.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All clients have access to the client support team. tier)
💰 Pricing
✓ 14-day free trial
🔄 Similar Tools in Planned Giving
Giving Docs
An estate planning platform that helps nonprofits grow their planned giving programs....
Crescendo Interactive
Provides an integrated marketing system for nonprofits to close major and planned gifts....
PlannedGiving.com
A marketing and consulting firm that helps nonprofits inspire donors to create lasting legacies....
Sharpe Group
Provides planned giving consulting, donor communications, and training to nonprofits....
TIAA Kaspick
Provides asset management and administration services for planned gifts and endowments....
Bonterra
A comprehensive software platform for social good organizations, incorporating CRM, fundraising, and...