PG Calc

Want to learn more about planned giving? Sign up for PG Calc's monthly newsletter, the eRate, to learn the in-and-outs of our unique industry. You'll hear from speakers such as... PG Calc President, Gary Pforzheimer Director of Gift Administration, Julia Boerth Vice President of Product Management, Bill Laskin Vice President of Consulting, Jeff Lydenberg Senior Consultant Edie Matulka Marketing Consultant, Ann McPherson Director of Client Services, Kara Morin Director of Marketing Services, Andrew Palmer And many more! Click here to subscribe and keep up to date on all things planned giving: https://hubs.li/Q01rVLsZ0

Everyone across the entire philanthropic landscape—from individual donors and private foundations to advisors and financial institutions—benefits when giving is easier, more impactful and transparent for nonprofit organizations. We're sharing a real-world story from one of our nonprofit clients on how they have benefited by outsourcing their gift administration. Check it out on the Foundation Source blog >> https://hubs.li/Q03fSj-k0 #philtech #plannedgiving #philanthropy

Last Chance! ⌛ Join Gary Pforzheimer, President of PG Calc and Stephen Kump, President of DAFs at Foundation Source for a free webinar on offering DAF programs tomorrow at 1pm ET. Register here >> https://hubs.li/Q03dzk4X0 #plannedgiving #DAFs #philtech

More charities are starting to offer their own DAF programs. Why would my organization want to do that? How have others fared? What rules have they put in place? Is it hard to do yourself or can the administration be outsourced? Will a DAF attract new donors and/or larger donations? Join Gary Pforzheimer, President of PG Calc and Stephen Kump, President of DAFs at Foundation Source for a free webinar on offering DAF programs on Thursday, March 27th at 1pm ET. Register here >> https://hubs.li/Q03c-rjW0 #plannedgiving #DAFs #philtech

Hard to believe it's been 40 years since our little startup began to help the planned giving community! Bigger and better than ever as part of Foundation Source. Here's to 40 more!

What’s The Difference Between The Gift Annuity Rate And The Discount Rate? - The gift annuity payout rate is used to determine the annuity payment amounts. The IRS discount rate is used to calculate the donor’s charitable deduction. Read the PG Calc blog post. https://hubs.li/Q03c430Y0

We’re celebrating 40 years of PG Calc! 🎉 Enjoy these anniversary messages from our team. Watch the full video for memories from the past 40 years, what makes PG Calc special and more >> https://hubs.ly/Q03b-9sd0 #plannedgiving #philanthropy

This Thursday 2/27 @1:00 pm ET in the PG Calc Webinar, "Navigating Your AI Transformation," #NathanChappell offers a deep dive into the ongoing journey of AI integration within nonprofit organizations, particularly focusing on its implications and opportunities in the fundraising sector. He will discuss the evolution of AI technologies like predictive and generative AI, emphasizing their potential to enhance donor experiences through precision, personalization, and efficiency. Learn more and register here: https://lnkd.in/esxWz4D5

Interested in how the next generations are shaping the future of philanthropy? Check out Foundation Source’s blog for insights >> https://lnkd.in/eu_WRFiU #philtech #philanthropy #nextgen #genz #millennials

ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025 - ACGA Rates Remain Well Below NY Maximum Annuity Rates Through 6/30/2025 https://hubs.ly/Q034YszC0