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Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning

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Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning

June 2, 2026
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Gary Pforzheimer

Gary Pforzheimer

Gary Pforzheimer is President of the Planned Giving division of Foundation Source, also known as PG Calc, which he has directed since its inception in 1985. PG Calc grew from a small calculations business to the leading, full-service planned giving software and services provider it is today. Gary uses his more than forty years of planned giving experience to oversee the design of all PG Calc’s software packages and to develop innovative solutions to market needs. He served as the Chair of the National Association of Gift Planners (CGP) in 2009, and was inducted into the CGP Hall of Fame in 2020. Gary received an A.B. in History from Harvard College and an M.B.A. from Harvard Business School.

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