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Head-to-head · Planned Giving Software

Foundation Source Planned Giving vs PG Calc GiftWrap

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score Foundation Source Planned Giving #3 in Planned Giving Software 7.7/10 Pricing on request ✓ 3 of 3 features Visit site
PG Calc GiftWrap #5 in Planned Giving Software 7.1/10 Pricing on request ✓ 2 of 3 features Contact PG Calc

Foundation Source Planned Giving leads on 1 check, PG Calc GiftWrap on 0, and 3 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFoundation Source Planned Giving · 7.7/10
  • Most featuresFoundation Source Planned Giving · 3 of 3

Foundation Source Planned Giving scores higher on our rubric for planned giving software: 7.7 against 7.1 out of 10; our editors rank them #3 and #5.

Foundation Source Planned Giving offers gift calculators; PG Calc GiftWrap doesn't.

Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration. PG Calc GiftWrap is the better fit for organizations administering life-income gifts.

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

  • PG Calc GiftWrap fits best

    Organizations administering life-income gifts

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Foundation Source Planned Giving 7.7/10 Visit ↗ PG Calc GiftWrap 7.1/10 Visit ↗
At a glance
Editor score 7.7 7.1
Ranking #3 in Planned Giving Software #5 in Planned Giving Software
Best for Organizations needing full planned-gift administration Organizations administering life-income gifts
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web, Windows
Support Email, Phone Email, Phone, Docs
Compliance SOC 2 2FA
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Foundation Source Planned Giving 3/3 · PG Calc GiftWrap 2/3
Bequest documentation ✓ ✓
Gift calculators ✓ (best) —
Gift administration ✓ ✓
Specs
Gift types supported charitable remainder trusts, charitable lead trusts, gift annuities, bequests Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests
CRM integrations Not published PG Calc Planned Giving Manager (PGM); PG Calc Mini Manager
Our review
Pros
  • Combines gift calculations, illustrations, proposals and agreements.
  • Supports administration and compliance for life-income gifts.
  • Covers bequests, endowment sub-accounting and gift annuity services.
  • Calculates FASB liabilities, reserves, market values, and gift remainders
  • Optional modules handle payments, tax forms, workflow, pooled funds, and bequests
  • Cloud or self-hosted deployment supports different IT operating models
Cons
  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.
  • Contact-sales pricing gives no immediate self-serve purchase path
  • Payments, workflow, pooled funds, and bequests require optional modules
  • No built-in gift calculators or AI features
Our verdict

Foundation Source Planned Giving brings software and services for organizations administering planned-gift programs. Offered through Foundation Source’s PG Calc division, it is positioned for nonprofits, financial institutions, advisors…

Read the review →

PG Calc GiftWrap is planned-gift administration software for charitable organizations responsible for managing gift annuities, charitable remainder trusts, pooled income funds, and bequests. It tracks planned gifts, donors, and related…

Read the review →
  1. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request
  2. PG Calc GiftWrapPlanned Giving Software 7.1Pricing on request

Strengths and trade-offs

  • Foundation Source Planned Giving — where it wins

    • Combines gift calculations, illustrations, proposals and agreements.
    • Supports administration and compliance for life-income gifts.
    • Covers bequests, endowment sub-accounting and gift annuity services.

    Where it doesn't

    • Pricing requires contacting the company.
    • Its stated company-size fit is mid-market and enterprise.
    • Support channels are email and phone.

  • PG Calc GiftWrap — where it wins

    • Calculates FASB liabilities, reserves, market values, and gift remainders
    • Optional modules handle payments, tax forms, workflow, pooled funds, and bequests
    • Cloud or self-hosted deployment supports different IT operating models

    Where it doesn't

    • Contact-sales pricing gives no immediate self-serve purchase path
    • Payments, workflow, pooled funds, and bequests require optional modules
    • No built-in gift calculators or AI features
  • Foundation Source Planned Giving7.7/10 · Pricing on request

    A broad planned-gift administration offering for organizations managing complex programs.

    Visit siteFull verdict →
  • PG Calc GiftWrap7.1/10 · Pricing on request

    A flexible administration system for organizations managing complex planned gifts.

    Contact PG CalcFull verdict →

More comparisons

All planned giving software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update