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PG Calc

Name: PG Calc
Address: 129 Mount Auburn Street, Cambridge, MA, 02138, US
Telephone: +16174974970

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page for PG Calc, the leading source of software and consulting for planned giving professionals.

10/29/2026

The much-anticipated transfer of wealth to younger generations may happen later in life than many organizations expect. How can nonprofits prepare for the Great Wealth Transfer while strengthening relationships with donors of all ages?

At a recent The Chronicle of Philanthropy forum, experts from Texas Tech University, Susan G. Komen, and The Jerry C. Dearing Family Foundation shared how fundraisers can adapt. Their insights are now available as five key takeaways.

Download your copy: https://download.philanthropy.com/what-the-great-wealth-transfer-really-means-for-fundraisers

Explore key strategies for nonprofits to adapt their planned-giving approaches and engage younger donors in legacy conversations as wealth transfer dynamics evolve.

10/20/2026

Many of the planned gifts you work so hard to secure end up in your endowment. But endowments come with donor restrictions, fiduciary duties, state regulations, and complex accounting standards, and how you manage them shapes both your growth and your donors' trust.

Join us next Tuesday, October 27 at 1 pm ET as our President Gary Pforzheimer and Senior Advisor Craig Wruck team up with Sutanto Widjaja, CIO of Institutional Business, and Aaron Sheklin, Director, Institutional Business, at Farther to share how to build a compliant endowment that fuels your fundraising.

Register here >> https://info.foundationsource.com/build-a-compliant-endowment-to-fuel-your-fundraising

10/14/2026

Don’t Get State-Fright: Deciding Where to Issue CGAs - When charities think about state regulation of gift annuities, they usually ask: In which states should we register? They should also ask: Where do we need to issue CGAs to have a successful program?

When charities think about state regulation of gift annuities, they usually ask: In which states should we register? They should also ask: Where do we need to issue CGAs to have a successful program?

09/14/2026

Top Five Questions about QCD CGAs: From RMDs to QLACs - PG Calc offered a free webinar on charitable gift annuities funded with qualified charitable distributions (QCDs) from IRAs. Here are the top 5 questions and our answers.

PG Calc offered a free webinar on charitable gift annuities funded with qualified charitable distributions (QCDs) from IRAs. Here are the top 5 questions and our answers.

09/11/2026

Today, 25 years after the September 11th attacks, we pause to remember the lives lost, the families changed forever, and the countless people who spent that day helping strangers.

08/25/2026

Got a QCD question you've been sitting on? 🎯

Thursday, our Client Service Advisors, the team that answers these questions all week long, are running a free, hour-long Q&A. They'll start with what every gift office should know about outright and life income QCD gifts, then spend the rest of the time on your questions.

Thursday, August 27 1:00 PM ET

Register Here >> https://www.pgcalc.com/insight-education/webinars?hsCtaAttrib=182739530872

08/21/2026

In Case You Missed It: Our September eRate is live!

✔️ September Discount Rate: 5.4%

In this month's eRate newsletter:
🌐 FREE PG Calc Webinar
💻 Quick Tip: Mortality Tables in PGM Anywhere
✍️ From the Blog: BDQ #12 – What Is a Net Income CRUT (and Why Do We Need So Many Letters)?
👍 It’s Getting Better All the Time! Illinois Passes RIFT Law
🥪 PGM Anywhere CGA Agreements Are as Specific as a Fluffernutter Sandwich
📬 Pay Attention to That Postmark

Read Now >> https://email.pgcalc.com/sep2026-erate?utm_content=382641229&utm_medium=social&utm_source=linkedin&hss_channel=lcp-105083

PG Calc’s PGM Anywhere offers the ability to run projections for charitable remainder trusts that provide an estimate of the long-term outcome of the gift arrangement. Based on a number of input assumptions, the gift planning professional can give the prospective donor a reasonable idea of what is...

08/06/2026

BDQ #12: What is a Net Income Charitable Remainder Unitrust (NICRUT) – or a NIMCRUT for that matter – and how does it differ from a Standard CRUT or a CRAT (and Why Do We Need So Many Letters)?

What is a Net Income Charitable Remainder Unitrust (NICRUT) – or a NIMCRUT for that matter – and how does it differ from a Standard CRUT or a CRAT?

07/15/2026

ICYMI: Our August eRate is live!

✔️ August Discount Rate: 5.2%

In this month's eRate newsletter:
💸 Featured Article: Has the “Great Wealth Transfer” Finally Begun? Reading the Tea Leaves in the 2026 Giving USA Report
💡 Quick Tip: Quick Tip: Remember the Importance of Half Birthdays
🎁 From the Blog: The Gift That Almost Didn’t Happen
🔍 Also From the Blog: New Jersey Accepts Actuarial Verification of Washington State Reserve Reports
🤝 Personal Connection Matters
❓ Three Questions From Our FASB Training
📈 New York Maximum Annuity Rates Higher for July - December 2026

Read Now >> https://hubs.li/Q04pH5LJ0

07/14/2026

The Gift That Almost Didn’t Happen - Complex assets represent a growing share of donor wealth, yet most institutions aren’t set up to accept them. Is this costing your organization some of its largest gifts?

Complex assets represent a growing share of donor wealth, yet most institutions aren’t set up to accept them. Is this costing you some of your largest gifts?

Address

129 Mount Auburn Street
Cambridge, MA
02138

Opening Hours

Monday	8:30am - 6pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16174974970

Website

http://www.pgcalc.com/

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