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

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Gary Pforzheimer

Gary Pforzheimer

One of the leading voices in the fundraising community, Gary Pforzheimer is an expert in planned gift development and the administration, marketing and technology that drives successful planned giving. As President of Planned Giving, he draws on more than forty years of philanthropic experience to oversee the design of Foundation Source’s innovative planned giving solutions and software. Mr. Pforzheimer joined Foundation Source through the acquisition of PG Calc, a company he founded in 1985 and led for more than 35 years as it became the leading provider of planned giving services and software.