PG Calc Planned Giving Manager
PG Calc Planned Giving Manager: A calculation and illustration suite for fundraisers preparing planned-gift proposals. Ranked #11 of 20 in Planned Giving Software by our editors (6.2/10); pricing: Pricing on request; best for fundraisers calculating and illustrating planned gifts.
At a glance
- Editor score6.2 / 10
- PricingPricing on request
- Best forFundraisers calculating and illustrating planned gifts
- Free planNo
- Facts checked28 Sep 2026
Where it wins
- Calculates and compares charitable gift annuities, trusts, and other gifts
- Creates diagrams, projections, and signature-ready annuity agreements
- Connects with Microsoft Word and Blackbaud fundraising systems
Where it doesn't
- Pricing requires a sales conversation rather than published plan rates
- Desktop PGM is slated for retirement as PGM Anywhere becomes successor
- Its stated scope stops short of gift administration
Our verdict on PG Calc Planned Giving Manager
PG Calc Planned Giving Manager (PGM) is designed for fundraisers who calculate, compare, explain, and present planned gifts to donors and their advisors. It supports charitable gift annuities, charitable trusts, and other planned gifts, with actuarial calculations and charts for non-charitable interests. The product combines desktop software with bundled access to PGM Anywhere, a browser-based version for tablets and computers, making it suitable for organizations working across office and mobile settings.
Calculation and presentation are the product’s central strengths. Teams can compare gift options side by side, create diagrams illustrating gift plans, and project future benefits. PGM also generates signature-ready charitable gift annuity agreements, extending the workflow from analysis into proposal preparation. PG Calc states that its gift-planning experts update the software for tax-law changes and revisions to annuity and tax tables. These capabilities fit fundraisers who need repeatable illustrations and formal documents rather than a simple donation calculator.
Integration and product direction matter when choosing PGM. Microsoft Word integration supports document workflows, while connections to Blackbaud Raiser’s Edge and Blackbaud BBEC fit organizations using those fundraising systems. Deployment spans cloud and desktop through PGM Anywhere and PGM, with email and phone support. Pricing follows a contact-sales model. PG Calc’s materials identify PGM Anywhere as the successor to desktop PGM, which is slated for retirement. Organizations seeking gift calculations, comparisons, and proposals should find a focused fit; teams needing gift administration should consider a broader system.
PG Calc Planned Giving Manager pricing
PG Calc Planned Giving Manager fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Charitable gift annuities, charitable trusts, and other planned gifts |
| Bequest documentation | Not verified |
| Gift calculators | Yes |
| Gift administration | Not verified |
| CRM integrations | Blackbaud Raiser’s Edge; Blackbaud BBEC |
| Deployment | Cloud, Desktop |
| Platforms | Web, Windows |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Microsoft Word, Blackbaud Raiser’s Edge, Blackbaud BBEC |
| Pricing | Pricing on request |
| Website | pgcalc.com |
| Facts checked | 28 Sep 2026 |
PG Calc Planned Giving Manager integrations
PG Calc Planned Giving Manager lists 3 integrations on its own site.
- Microsoft Word
- Blackbaud Raiser’s Edge
- Blackbaud BBEC
Alternatives to PG Calc Planned Giving 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 Planned Giving Manager alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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