Washington, DC – Live and In-Person Training Sessions in November!

We are delighted to offer two additional in-person training sessions before the critical end-of-year period. On Wednesday, November 2, we will be conducting PGM Anywhere Introductory training, and on Thursday, November 3, we will be conducting PGM Anywhere Advanced training. These are in-person classes that run from 9 to 4 each day.

These sessions are designed to help our clients become more proficient in a wide range of gift situations using our PGM Anywhere cloud-based software. We will also use PGM desktop for a few of the cases in the Advanced class. It will be great to see folks in person again!

We Need Your Help to Improve Our Training Offerings

There is a new “norm” in the world of training. The COVID pandemic forced businesses and organizations to substitute virtual sessions in place of in-person meetings. Even though there has been some resumption of in-person gatherings in recent months, there is still an expectation that online meetings will continue to be available. PG Calc recognizes that a hybrid model of training sessions is the standard now, and we are trying to determine the right balance between virtual and in person. We would really appreciate your input regarding your preferences for both types of training.

Please take our survey. It's brief and should take about 1-2 minutes to complete. Thank you in advance for your input!

The Future of Planned Giving Marketing Is in Your Hands

We are researching marketing efforts within the planned giving community, and we need your input. Your opinions and perspective are needed now more than ever as these challenging times drastically increase the need for clear and consistent planned giving awareness.

Please take our 5-minute survey. Thank you for your help!

See You in Reno at CGP Conference 2022

We hope to see you at the Charitable Gift Planners National Conference in Reno, NV on October 26-28.

Pop in to our booth to get the latest from PG Calc, and don't miss PG Calc Senior Advisor Craig Wruck's pre-conference program "Gift Planning Fundamentals: Tools & Techniques."

Include Personalized Gift Annuity Calculations for Each Donor This Fall

Your donors are motivated by your mission, and the best way to help them visualize the impact of their philanthropy is through personalized gift illustrations customized specifically for them.

PG Calc's BatchCalcs service allows you to include personalized gift annuity calculations and gift illustrations for each donor in your emails and letters. Send us a file with a few key donor demographics, and we'll send back a file that can include gift calculations for each prospect, a custom Summary of Benefits chart to include for each prospect, and custom emails and/or print-ready material for your mailing campaign.

See how BatchCalcs can bring your fall mailings to the next level by presenting personalized gift illustrations to your donors. See how it works for yourself.

PG Calc Makes the African Wildlife Foundation's CGA Administration Effortless 

“PG Calc has run the administration of our CGA program for the past year, and they really do make the process turnkey and effortless. Just as I have outsourced my estate administration, I have also outsourced our CGA administration so that my team can focus all of their time on building relationships with donors. If we ever have a question from a donor or from our finance team, PG Calc has been quick to respond and helped to resolve the issue quickly. They are a great partner for AWF!”

—Jessica Moes
Director, Legacy Giving
African Wildlife Foundation

Learn more about the African Wildlife Foundation.

Learn about PG Calc Gift Administration Services.