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Head-to-head · Planned Giving Software

PG Calc Bequest Manager vs PG Calc GiftWrap

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score PG Calc Bequest Manager #4 in Planned Giving Software 7.4/10 Pricing on request · 90-day trial ✓ 1 of 3 features Visit PG Calc
PG Calc GiftWrap #5 in Planned Giving Software 7.1/10 Pricing on request ✓ 2 of 3 features Contact PG Calc

PG Calc Bequest Manager leads on 0 checks, PG Calc GiftWrap on 1, 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 scorePG Calc Bequest Manager · 7.4/10
  • Most featuresPG Calc GiftWrap · 2 of 3

PG Calc Bequest Manager scores higher on our rubric for planned giving software: 7.4 against 7.1 out of 10; our editors rank them #4 and #5.

PG Calc GiftWrap offers gift administration; PG Calc Bequest Manager doesn't publish it.

PG Calc Bequest Manager is the better fit for teams managing bequests through probate. PG Calc GiftWrap is the better fit for organizations administering life-income gifts.

  • PG Calc Bequest Manager fits best

    Teams managing bequests through probate

  • 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 PG Calc Bequest Manager 7.4/10 Visit ↗ PG Calc GiftWrap 7.1/10 Visit ↗
At a glance
Editor score 7.4 7.1
Ranking #4 in Planned Giving Software #5 in Planned Giving Software
Best for Teams managing bequests through probate Organizations administering life-income gifts
Pricing model Paid Paid
Starting price Not published Not published
Free plan — —
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web, Windows
Support Email, Phone, Docs Email, Phone, Docs
Compliance SOC 2 2FA
Integrations 5 integrations 2 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features PG Calc Bequest Manager 1/3 · PG Calc GiftWrap 2/3
Bequest documentation ✓ ✓
Gift calculators — —
Gift administration Not published ✓ (best)
Specs
Gift types supported will, revocable living trust, beneficiary designation Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests
CRM integrations PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7 PG Calc Planned Giving Manager (PGM); PG Calc Mini Manager
Our review
Pros
  • Tracks wills, trusts and beneficiary-designation gifts through distribution
  • Combines estate documents, probate tasks and notifications in one workflow
  • Reports on bequest values, cash flow and pipeline
  • 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 sales
  • No gift calculators
  • The free evaluation account is limited to 90 days
  • 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

PG Calc Bequest Manager is web-based software for nonprofit planned-giving programs that need to manage charitable bequests from initial intention through probate and distribution. It records wills, revocable living trusts and beneficiary…

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. PG Calc Bequest ManagerPlanned Giving Software 7.4Pricing on request · 90-day trial
  2. PG Calc GiftWrapPlanned Giving Software 7.1Pricing on request

Strengths and trade-offs

  • PG Calc Bequest Manager — where it wins

    • Tracks wills, trusts and beneficiary-designation gifts through distribution
    • Combines estate documents, probate tasks and notifications in one workflow
    • Reports on bequest values, cash flow and pipeline

    Where it doesn't

    • Pricing requires contacting sales
    • No gift calculators
    • The free evaluation account is limited to 90 days

  • 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
  • PG Calc Bequest Manager7.4/10 · Pricing on request · 90-day trial

    Tracks charitable bequests from intention through probate, distribution and stewardship.

    Visit PG CalcFull 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