PG Calc

Time 2020-12-19 05:02:51

Web Name: PG Calc

WebSite: http://www.pgcalc.com

ID:138871

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PG,Calc,

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Everything You Need in Planned GivingFor over 35 years, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs. Contact Gary WHAT CAN WE DO FOR YOU?  FIND MORE PROSPECTIVE DONORSWe can help you reach and engage with prospective donors through a sophisticated blend of traditional and online marketing initiatives. We work with you to customize the ideal marketing approach for your audience, drawing from a range of available platforms.moreOur experts will help you build upon your program’s strengths, identify and address weaknesses, minimize financial risks and maximize benefits. Whether your program is small or large, basic or sophisticated, we can help you enhance your efforts.moreWe can provide you with the tools and expertise you need to effectively present the benefits of a planned gift to your prospective donors, to create gift annuity agreements and gift calculations, and to help your donors understand what type of planned gift makes the most sense for them.moreEnsure efficient and effective gift administration by outsourcing the work to PG Calc. By combining our decades of planned giving expertise with state-of-the-art tools like GiftWrap, we can fulfill all of your stewardship and compliance needs.more Sign up for PG Calc's eRate newsletter, containing the latest IRS discount rate, timely articles of interest on planned giving topics, and more! For the past 26 years, PG Calc has continued to represent for me the gold standard for planned giving calculation software—staying up to date on the latest legislative changes and adapting their offerings nimbly in sync with the ever-changing nuances of the field. My relationship with the PG Calc support team has been helpful to me throughout my career, as I evolved from rookie to seasoned veteran, and always has something to teach me about creative ways to employ their various products for useful purposes. Pete CongletonDirector of Planned GivingHartford HospitalLearn More PG Calc Sponsors Chronicle of Philanthropy Survey on Marketing Tools Techniques Seventy-five percent of non-profits communicate with donors through both traditional and digital media. The most successful non-profits are delivering the right message to the right person, at the right time, and through the right media. Is your organization finding an effective balance? The Chronicle of Philanthropy has just published their findings from a wide-ranging survey on trends in planned giving marketing.  PG Calc is pleased to sponsor this survey, and we invite you to read this informative report and find out how other non-profits are achieving this balance.  Download your free report from the Chronicle's website to learn about media mixes that work.   PG Calc Acquires Hemmenway Reinhardt On November 15, 2018, PG Calc acquired Hemmenway Reinhardt, a planned gift administration services company located in Swarthmore, PA. Founded in 1987, Hemmenway Reinhardt administers gift annuities, charitable remainder trusts, and pooled income funds for charities throughout the U.S. Hemmenway Reinhardt also assists charities with their annual state gift annuity filings. PG Calc’s acquisition of Hemmenway Reinhardt represents the combination of two organizations that have been in the gift administration business for over 30 years, each taking similar paths to achieve excellence in gift administration. PG Calc welcomes Hemmenway Reinhardt’s clients, and we look forward to providing them with the stellar service we provide to all of our gift administration clients. WEBINAR Bequest Marketing Everyone Should DoBequests represent the bulk of planned gift dollars raised by most charities. This is true despite minimal marketing of bequests by many of these same charities. With close to $25 trillion in estate transfers estimated to occur over the next 40 years*, imagine how much more your charity can attract in bequest gifts by consistently marketing them to your charity’s donors.In this webinar, Andrew Palmer will review simple bequest marketing activities that are available to every charity. They may be simple, but applied consistently over time, they also are remarkably effective in raising awareness of these gifts among your constituents. From there, interest and realized bequests will follow.Webinar DetailsDATE: November 19, 2020TIME: 1:00 PM (EST)SPEAKER: Andrew Palmer, Director of Marketing Services, PG Calc PGM Anywhere Updated 9/15/20 PGM Anywhere has been updated again on September 15, 2020 with many more features!Expanded term options: up to ten lives and any combination of lives and a fixed term “Other” IRS discount rate – handy for FASB calculations among other uses CRUTs and CLUTs: All whole months from annual valuation date to first payment date allowed CGAs: Up to twelve whole months from gift date to date of first payment allowed Security enhancements, other enhancements and bug fixes PGM Anywhere and PGM Updated with New ACGA Rates PG Calc is pleased to announce the release of Planned Giving Manager (PGM) version 7.5D, our desktop gift planning software, and an update of PGM Anywhere, our online version of PGM. These updates include the new ACGA schedule of suggested maximum gift annuity rates that will go into effect on July 1, 2020. Read our analysis of the new ACGA rates here.  PGM Anywhere has been updated again on September 15, 2020 with many more features too! GiftWrap 4.3.0 and Bequest Manager 1.19 Released On May 29, 2020, PG Calc announced the latest release of GiftWrap and Bequest Manager, PG Calc's industry-leading planned gift administration platforms.  GiftWrap 4.3.0 and Bequest Manager 1.19 contain a variety of enhancements that further increase the value and utility of PG Calc’s suite of gift administration software. This release focuses on expanded capabilities in the areas of flexible DGA management, reserve calculations, payments, and overall usability. New features include:a Flexible DGA Assistant facilitating the management and election of flexible DGA payments a Flexible DGA Reset feature that sets the first payment date and payout percentage to the nearest future date for flexible DGAs where a payment date has not yet been elected the ability to store reserve rates and apply those rates quarterly where required by state statute the ability to apply a stop payment on a batch of payments via the Payment Snapshots screen a new Distribution Date field for non-bequest gifts for recording the date the remainder was distributed to the organizationThis release also includes a variety of bug fixes, enhancing the stability and reliability of the GiftWrap and Bequest Manager applications.For more information, call PG Calc Client Services toll free at 888-474-2252.  Learn more about GiftWrap/Bequest Manager.

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