Our software, gift administration services, expert consulting and marketing. Read our posts for comments on the latest topics and issues in planned giving. Bill worked initially with planned giving services, inc. Since our inception in 1985, we have steadily grown and enhanced our capabilities. Over all, the decision to contribute via a planned gift centers on donors trust in the organizationwhether they believe the nonprofit has longevity and will put their funds to good use, says jeff lydenberg, vice president of consulting at pg calc, a firm that provides planned giving software, marketing, and consulting. The purpose of planned giving calculations and marketing software has evolved from a tool that only a planned giving professional could use when talking with donors and their planners to a tool that any development officer or planner can use with their donors, said gary m. Mar 31, 2005 those two firms, crescendo interactive in camarillo, calif. A donors desire for immediate cash should not eliminate a planned gift from your thinking. He worked initially with planned giving services, inc.
Ocean conservancy is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of race, color, national or ethnic origin, religion, age, sex. Gary pforzheimer owner pg calc incorporated linkedin. Facebook page for pg calc, the leading source of software and consulting for planned giving professionals. Choose from pg calc or crescendo interactive for fast, accurate, uptodate, online planned gift calculations. Thursday, january 17, 2019 pg calc, advancement planned giving manager software. Feb 23, 2014 pg calc, the leading name in full service planned giving software and consulting, is pleased to announce pg calc s marketing services, an array of services designed to help fundraisers increase. You can carefully develop and craft every email so it connects with recipients and strengthens donor relationships. Pgm anywhere is the tabletoptimized, browserbased version of our planned giving manager pgm planned giving software. Planned giving marketing and lead generation tools all. May 11, 2020 now in his third decade as a planned giving consultant, he has served hundreds of clients throughout the u.
Topperforming planned giving programs share common characteristics and a mastery of concepts that are critical for every program. This release includes the new acga suggested maximum annuity rates that are effective 112020 and. Pg calc s planned giving manager and pgm anywhere include a question that sometimes causes confusion for the gift planning professional. Since its founding in 1985 as a spinout from harvards planned giving program by gary and mary pforzheimer, winston jones, and bill laskin. It provides 247 access to your information to fulfill philanthropic aspirations. Rely on constant vigilance from pg calc regarding updates in response to changes in tax law or state requirements prepare attractive, customized proposals and presentations in a variety of formats provide donors sidebyside comparisons of varying funding amounts and different types of gifts create. Pgm anywhere is planned giving software for tablets. Click personalize this diagram to customize your figures, and change your values any time. Pg calc provides planned giving products and services that include planned giving websites, gift administration, software, and consulting. Monthly program event venue sponsor, lanyards sponsor. The company offers gift administration and illustration, consulting, and marketing services to nonprofits.
Experience needed in cultivating donors, explaining planned giving options, and soliciting and closing planned gifts. Pg calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving. Pg calc inc company profile and news bloomberg markets. Pg calc ensures the highest standards in security controls and procedures by contracting with one of the nations top web hosting providers, rackspace, who maintains a sophisticated, highcapacity infrastructure with state of the art monitoring, full data encryption, and advanced virus protection for maximum security. At least three years of experience managing a diverse, successful multiperson team. After this lesson, you will be able to compare and contrast features of the popular planned giving software programs. Planned giving manager pgm is comprehensive planned gift proposal software for your desktop and laptop. A leader in planned giving marketing, crescendo interactive offers solutions that build donor relationships and close more gifts for your organization. This interactive planned giving calculator provides you with an additional tool to evaluate your various planned gift options. With pg calcs planned giving manager, you choose from various gift plan and comparison templates. Apr 14, 2005 crescendo and pg calc, the two major players in the plannedgiving software market, offer essentially the same product in terms of features and cost, says margaret holman, president of holman consulting in new york city. Pg calc s headquarters is located in cambridge, massachusetts, usa 028.
Pg calc has been the leading name in planned giving software for over 30 years. As you may be aware, pg calc has developed a webbased app for illustrating planned gifts called pgm anywhere. They offer a variety of planned giving products and services which include consulting, marketing, calculation and proposal software, education, and gift administration. Our software, gift administration services, expert consulting and marketing services support the missions of.
When running the calculations for a charitable remainder unitrust, the following question appears in the gift options section. Getting started with planned gifts the chronicle of. Planned giving manager free version download for pc. More than 25 years ago, pg calc introduced planned giving manager p gm, a calculation and proposal software package that instantly became a leader in the planned. At pg calc, we pride ourselves on providing our clients with outstanding support. This release includes the new acga suggested maximum annuity rates that are effective 112020 and federal tax tables indexed for 2020. Planned giving manager pgm is comprehensive planned gift proposal software for your desktop and. Whole months from annual valuation date to first payment date. If youre looking for branding capabilities within your marketing software and a focus on planned giving. Planned giving software planned giving resources coursera. Pg calc is a company that focuses exclusively in planned giving and is one of the most respected companies in the planned giving environment. Pg calc has had a number of acquisitions in the last 30 years, including computones planned giving customers, blackbauds paragon illustrations software since retired, and frank mintons.
Pforzheimer, president of pg calc, a cambridge, mass. Planned giving manager has been updated to a new version. We have received a number of calls over the years about that. Pg calc is a fullservice planned giving firm dedicated to meeting the needs of. When it comes to your website, pg calc allows for total customization and gives you uptodate metrics. Description pg calc is a leading provider of planned giving software, marketing and consulting solutions. Industries consulting, crm, information technology, software headquarters location cambridge, massachusetts, united states headquarters regions greater boston area, east coast, new england founded date 1985 operating status active number of. The national capital gift planning council is pleased to have the following major sponsors for our.
Planned giving insights and information from the recognized leader in planned giving software, marketing, gift administration and consulting solutions. The courses are taught by highly experienced pg calc staff members, many of whom have had previous experience doing what you do now raising money for charitable organizations. Pg calc, the leading name in full service planned giving software and consulting, is pleased to announce pg calc s marketing services, an array. Learn more about how our software can help your planned giving program. Our software, gift administration services, expert consulting and marketing services support the missions of countless institutions and charitable organizations, as well as the firms that serve them. Experience with raisers edge and planned giving software such as crescendo and pg calc, a plus.
Planned gift calculators worlds leading software company. Planned giving gift administration best practices from pg calc. Planned giving insights planned giving marketing pg calc. The industrys leading planned giving calculation software. Pg calc designs, builds, sells, and supports industry leading software for the planned giving market. For information on the new version, please contact pg calc. As senior consultant at pg calc, edith edie matulka works with charitable. Crescendo and pg calc, the two major players in the planned giving software market, offer essentially the same product in terms of features and cost, says margaret holman, president of holman consulting in new york city. You really cant go wrong with either product, both of which her firm recommends to its clients, she says. At present, pg calc has our full staff working remotely, but we will continue to offer all of our software and services and would be very pleased to help you be successful with your planned giving marketing no matter what happens in the coming weeks and months. We hope you find our posts timely and interesting, and we hope youll share your perspective with us. You can illustrate the benefits of the plan in pg calc s planned giving manager software by using the sell part and give part model in life income projections program 3. Develops knowledge of planned giving vehicles including estates and trusts, charitable gift annuities cga, charitable remainder trusts crts, charitable lead trusts clts, retirement plans and.
Pg calc will even help you build a trustworthy and professionallooking newsletter. Gift calculator planned giving group of new england. Calculations and proposal software for all planned gifts. Jobs interviewing now from hcs hiring senior development. Take the power of planned giving manager with you wherever you go. Ensure efficient and effective gift administration by outsourcing the work to pg calc. Planned giving insights planned giving manager pg calc. Its out in limited beta release right now, and we are starting to get some early feedback. First published over a decade ago, the cga manual is now a musthave reference for organizations and advisors who deal with gift annuities. For further information about plannedgifttracker, see the following. On november 22, 2019, pg calc released the latest version of pgm anywhere, our online planned gift illustration software that is optimized for the tablet, laptop, and desktop. Marketing track sponsor, exhibit booth pg calc is a fullservice planned giving firm dedicated to meeting the needs of nonprofits and the companies that serve them.
Crescendo interactive planned giving marketing solutions. Pg calc competitors, revenue and employees owler company. Pg calcs industry leading gift illustration software will help you close more gifts. Below is a gift calculator giftcalc powered by pg calc to help you explore a variety of gift options. Planned giving gift administration best practices from pg calc irs discount rate april 2020. Cgp national association of charitable gift planners. Topperforming planned giving programs share common characteristics and a mastery of concepts that are critical for every program whether your planned giving program is in its infancy, in aggressive growth mode, or even mature, there is something for you to learn here. Contact our client support team by phone or email to get the. May 09, 2016 regaining momentum in your planned giving program 072018. More than 25 years ago, pg calc introduced planned giving manager pgm, a calculation and proposal software package that instantly became a leader in the planned giving. This interactive planned giving calculator provides you with an additional tool to evaluate your various planned. When you purchase pgm, you also get access to pgm anywhere, our webbased planned giving proposal software for use on tablets, laptops, and desktops.
Pg calc offers two types of software, one to provide calculations and show illustrations for different types of planned gifts, the other to manage data on planned giving prospects and donors. A planned giving website for your prospects and one for financial advisors lays the foundation for a successful marketing plan. This service agreement agreement is made by and between pg calc incorporated pg calc, with its place of business at 129 mount auburn street, cambridge, massachusetts 028, and the customer as defined below. One of the driving forces behind the development of pgm anywhere has been the desire of many of our clients to run planned gift illustrations on their tablet, such as an ipad or samsung galaxy. Planned giving manager, or pgm, is a windows application licensed from p g calc, used by specific individuals in devo, aafo, and adms. Some planned gifts are made to organizations after a donors death. Stelter stelter provides planned giving marketing programs and materials as well as education and training. From startup to welloiled machine, gift planning programs need to be managed. Pg calc has supported the missions of more than 5,000 charitable organizations in education, healthcare, religion, the arts, social services, and more. In the planned gift tracking guide, you learn about planned giving vehicle types and how to add, edit, and delete planned gift records when you have the optional module plannedgifttracker. Provides overarching strategic direction to the planned giving program and is. Both products have been integrated with etapestry to allow you to easily run a planned gift calculation. The sharpe group this company provides planned giving marketing materials and consulting.
Planned giving manager, the calculation and illustration software, does some fairly complicated actuarial calculations and applies those in english. Raisers edge and planned giving software such as crescendo and pg calc. We also provide administration services to help charities and financial institutions and we. Pg calcs marketing services can help extend your online reach. Pg calc this site is the source for pg calc planned giving software. Planned gift tracking guide worlds leading software. We deliver enterprise planned giving marketing solutions for savvy donors down to simple planned giving.
Pgm anywhere is the tabletoptimized version of our flagship planned giving manager. Over all, the decision to contribute via a planned gift centers on donors trust in the organizationwhether they believe the nonprofit has longevity and will put their funds to good use, says jeff lydenberg, vice president of consulting at pg calc, a firm that provides plannedgiving software, marketing, and consulting. Demonstrated ability to successfully plan, organize, direct and control deferred giving activities that have achieved their goals and objectives. The days of leaving the power of your favorite gift planning software behind when youre on donor visits are at an end. Planned giving manager, or pgm, is a windows application licensed from pg calc, used by specific individuals in devo, aafo, and adms. After this lesson, you should now be able to compare and contrast features of the popular planned giving software, pg calc, and crescendo. From setting policies and training staff, to creating marketing plans and developing strategies to close more gifts, pg calc has you covered. Planned giving manager the industrys leading planned giving calculation software. Pg calc incorporated provides planned giving administration services. Planned giving manager kostenlose version fur pc herunterladen. Pg calc consultants are nationally recognized experts in planned giving. The complete resource manual, has long been recognized as the countrys leading gift annuity expert. Software training pg calc offers a variety of training options whose purpose is to help you run a successful planned giving program and make sure you stay current with the latest trends in planned giving. Create proposals and agreements for every type of gift annuity.
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