PG Calc GiftWrap
PG Calc GiftWrap: A flexible administration system for organizations managing complex planned gifts. Ranked #5 of 20 in Planned Giving Software by our editors (7.1/10); pricing: Pricing on request; best for organizations administering life-income gifts.
At a glance
- Editor score7.1 / 10
- PricingPricing on request
- Best forOrganizations administering life-income gifts
- Free planNo
- Bequest documentationYes
- Facts checked28 Sep 2026
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
Our verdict on PG Calc GiftWrap
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 information while calculating FASB liabilities and state reserve amounts. Ongoing market values, projected gift remainder amounts, program statistics, gift summaries, and payment reports support operational and financial oversight. GiftWrap is intended for specialized planned-giving administration rather than general-purpose fundraising database work.
PG Calc uses a contact-sales pricing model, and the product has no free plan. The core system covers gift and donor tracking, liability calculations, valuation, reporting, and administration. Optional modules extend the scope: a payment module processes beneficiary payments and 1099-R tax forms; workflow adds task tracking, approvals, reminders, and notifications; pooled-fund administration and document storage are separate options; and Bequest Manager follows legacy gifts through realization and probate. Organizations should map these modules to their operating needs and budget before choosing a package.
Deployment is available as a hosted web application or a customer-managed enterprise application, with web, Windows, and self-hosted platforms represented. GiftWrap connects with PG Calc Planned Giving Manager and PG Calc Mini Manager, which can support organizations already using those products. Two-factor authentication is listed as a security capability, while support is available through email, phone, and documentation. Choose GiftWrap when specialized calculations, reporting, payment administration, and optional bequest or pooled-fund workflows are central requirements. Organizations seeking built-in gift calculators, AI features, or a broad fundraising CRM should consider a different system.
PG Calc GiftWrap pricing
PG Calc GiftWrap fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests |
| Bequest documentation | Yes |
| Gift calculators | No |
| Gift administration | Yes |
| CRM integrations | PG Calc Planned Giving Manager (PGM); PG Calc Mini Manager |
| Deployment | Cloud, Self-hosted |
| Platforms | Web, Windows |
| Compliance & security | 2FA |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: PG Calc Planned Giving Manager (PGM), PG Calc Mini Manager |
| Pricing | Pricing on request |
| Website | pgcalc.com |
| Facts checked | 28 Sep 2026 |
PG Calc GiftWrap integrations
PG Calc GiftWrap lists 2 integrations on its own site.
- PG Calc Planned Giving Manager (PGM)
- PG Calc Mini Manager
Alternatives to PG Calc GiftWrap
- 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 GiftWrap alternatives →
PG Calc GiftWrap vs the competition
- PG Calc GiftWrap vs FreeWill
- PG Calc GiftWrap vs Trust & Will
- PG Calc GiftWrap vs Foundation Source Planned Giving
- PG Calc GiftWrap vs PG Calc Bequest Manager
- PG Calc GiftWrap vs Gifted Legacies
- PG Calc GiftWrap vs FirstClass
Compare PG Calc GiftWrap with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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