PG Calc Bequest Manager
PG Calc Bequest Manager: Tracks charitable bequests from intention through probate, distribution and stewardship. Ranked #4 of 20 in Planned Giving Software by our editors (7.4/10); pricing: Pricing on request · 90-day trial; best for teams managing bequests through probate.
At a glance
- Editor score7.4 / 10
- PricingPricing on request · 90-day trial
- Best forTeams managing bequests through probate
- Free planNo
- Bequest documentationYes
- Founded1985 · Cambridge, Massachusetts, United States
- Facts checked28 Sep 2026
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
Our verdict on PG Calc Bequest Manager
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 designations, alongside gift details and supporting estate documents. Teams handling active estates can use task workflows, dashboards and notifications to coordinate probate and collections, while stewardship tools support customizable letters, templates, mail merge and legacy-society communications.
Its strongest fit is the continuity between case management and reporting. Bequest value, present-value, cash-flow and pipeline reports give teams several ways to review the program, while document storage keeps wills, estate and trust files associated with the work. Role-based access controls and an audit trail support multi-user administration. Import and export utilities are available for moving data. For organizations already using PG Calc Planned Giving Manager, Mini Manager or Gift Annuity Manager, those products are listed integrations; Blackbaud eCRM and Blackbaud Raiser's Edge 7 are also supported. That ecosystem makes it a more natural choice for teams working in those systems than for organizations seeking a standalone gift-calculation tool.
According to the vendor's published notes, Bequest Manager has a one-time license fee and a renewable annual service fee, but current amounts require contacting PG Calc. A free evaluation account lasts 90 days; it is not a perpetual free plan. The product is cloud-deployed, with email, phone and documentation support, and the listed compliance posture includes SOC 2. Choose it if your team needs structured probate tracking, documentation and stewardship in one bequest-focused system, particularly alongside PG Calc or Blackbaud tools. Consider an alternative if gift calculators or transparent online pricing are central requirements.
PG Calc Bequest Manager pricing
PG Calc Bequest Manager fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | will, revocable living trust, beneficiary designation |
| Bequest documentation | Yes |
| Gift calculators | No |
| Gift administration | Not verified |
| CRM integrations | PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7 |
| Free trial | 90 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: PG Calc Planned Giving Manager, PG Calc Mini Manager, PG Calc Gift Annuity Manager, Blackbaud eCRM, Blackbaud Raiser's Edge 7 |
| Pricing | Pricing on request · 90-day trial |
| Website | pgcalc.com |
| Facts checked | 28 Sep 2026 |
PG Calc Bequest Manager integrations
PG Calc Bequest Manager lists 5 integrations on its own site.
- PG Calc Planned Giving Manager
- PG Calc Mini Manager
- PG Calc Gift Annuity Manager
- Blackbaud eCRM
- Blackbaud Raiser's Edge 7
Alternatives to PG Calc Bequest Manager
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all PG Calc Bequest Manager alternatives →
PG Calc Bequest Manager vs the competition
- PG Calc Bequest Manager vs FreeWill
- PG Calc Bequest Manager vs Trust & Will
- PG Calc Bequest Manager vs Foundation Source Planned Giving
- PG Calc Bequest Manager vs PG Calc GiftWrap
- PG Calc Bequest Manager vs Gifted Legacies
- PG Calc Bequest Manager vs FirstClass
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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