Updated Version of PGM Anywhere Includes All Term Types and Other Useful Enhancements

As anticipated in last month’s eRate, we updated of PGM Anywhere, our online gift planning software, last night (September 15th). Among many useful enhancements, the new release can produce illustrations for up to ten lives, a fixed term based on a term end date, and combinations of up to ten lives and a term of years.

If you use PGM Anywhere and want to read more details about the release, click the “Release notes” link on the PGM Anywhere login screen. If you are still using PGM desktop, we encourage you to switch to PGM Anywhere. There is no cost to you! To get started, go here, click the “I Use PGM Sign Me Up” tab, and fill in the form. To make your transition to PGM Anywhere even easier, we are running FREE monthly online training sessions specifically designed for experienced PGM desktop users making the switch to PGM Anywhere.

BatchCalcs Makes Fall Mailings More Compelling

In preparation for year-end giving, many of our clients send out a gift annuity mailing in the fall. If you are among those, our BatchCalcs service can help. PG Calc’s BatchCalcs service allows you to personalize the gift annuity benefits for each recipient of your mailing with their own annuity rate and charitable deduction. All we need is a spreadsheet of birth dates or ages and a few days to do the work, and we’ll return all the information you need. We can even create a merged file of letters or Summary of Benefits charts with names, numbers, and addresses merged in, if you wish.

A customized, personal message is more compelling. Use our BatchCalcs in your gift annuity mailing to generate more qualified prospects and get more gifts.

Call Dave Wolfe at 888-497-4970 for more information.

It Has Never Been Easier to Transition from PGM Desktop to PGM Anywhere!

We are now offering a complimentary class for clients who are transitioning from PGM to PGM Anywhere. The class is for experienced PGM desktop clients who are transitioning to the web-based version. The class compares the similarities and differences between the two systems and will show PGM desktop clients how to use PGM Anywhere!

This class is taught remotely, and you can sign up here.

“See” You at Fall Conferences

Conference season has become entirely virtual, but continues! PG Calc is sponsoring and/or will have a virtual presence at conferences put on by the Northwest Planned Giving Council, the Northern Ohio Charitable Gift Planners Association, the Maine Planned Giving Council, the National Association of Charitable Gift Planners, and the Minnesota Planned Giving Council this fall. Please see our website for dates and more details.

The Society of the Little Flower Benefits from PG Calc's Services

The Society of the Little Flower was founded in 1923 by the religious order of Carmelites, and is named after its patron saint, Thérèse of Lisieux. Thérèse is one of the most popular saints in the Catholic tradition, and her spirituality has changed the lives of millions since her passing in 1897 at the age of 24. Today, the Society has a membership of almost 300,000 benefactors, who support its activities of spiritual formation on its campus in Darien, Illinois, as well as Carmelite ministries around the world. It has a robust direct mail program, along with a multi-faceted planned giving outreach, major gifts effort, and social media presence.

Dan Pritchard, Special Gifts Officer for the Society, recently spoke about his long-term relationship with PG Calc:

"Having worked in the planned giving arena for almost 30 years, I have become familiar with a number of vendors who support charities’ fundraising activities. Many do a fine job, but I have been most impressed with the array of products offered by PG Calc. Their planned giving software programs are both well known and highly respected, as is their marketing, training and website services. Much more than that, though, it is their commitment to building a relationship with their clients that stands out. They are always at the ready to answer a technical question or coach a planned giving officer through a complicated gift arrangement. Most recently, the training related to their latest product, PGM Anywhere has been quite helpful.

"A charity in search of a company to partner with as it grows its planned giving program can’t go wrong by turning to PG Calc: their staff and services are second to none."

Learn more about Society of the Little Flower.

Learn more about PGM Anywhere.