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Gift Planning
PG Calc was founded in 1985 in Cambridge, MA by Gary Pforzheimer with colleagues from Harvard College and the Harvard University Planned Giving Office. Our first software offering, Planned Giving Manager, and the intelligence and responsiveness of our team quickly earned PG Calc a reputation for excellence. Today, PG Calc partners with over 5,000 clients working at charitable organizations of every size and description in all 50 states. Our clients also include hundreds of consultants and for-profit organizations working in the charitable gift planning community.
 Consulting
Whether your planned giving program is brand new or well established, it's often worthwhile to bring in experts to help you develop, evaluate, or optimize your capabilities. We’ve developed a wide range of service offerings to meet whatever needs you may have. Because we come from your world, we understand planned giving from your perspective – the responsibilities, pressures, complexities, and satisfactions.
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 Marketing
Marketing is an indispensable part of a successful planned giving program – that’s a fact with which virtually everyone involved in planned giving will agree. Our unique combination of planned giving expertise and marketing proficiency has enabled us to develop a wide range of services and tools that can strengthen your marketing skills in such areas as strategic marketing planning, lead generation, and direct marketing.
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 Calculations and Proposals
PG Calc offers industry leading calculations and proposal software as well as services that provide gift designs and illustrations. Planned Giving Manager (PGM) provides varying levels of functionality to complement a planned giving program of any size – and help you crunch numbers, create attractive proposals, and close more gifts.
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 Education
We offer a host of educational programs in a variety of formats ranging from group training sessions and custom training sessions to customized curriculum delivered to your office and Webinars. The purpose of our educational offerings is to help you and your team grow your base of knowledge, develop your skills, and expand your confidence in your ability to deliver superior results.
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 Gift Administration
You want to provide your donors the highest standards of financial stewardship. After all, happy donors often make for repeat givers. Gift administration is a key part of that process. Yet many charities run into problems in the areas of tax form generation, compliance reporting, donor records, and elsewhere when they depend on their regular accounting systems for gift administration.
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