Planned Giving
A full suite of planned giving products and services that support the complete lifecycle.
Your Partner In Planned Giving Success
We’ve expanded our suite of charitable giving solutions with four key integrated services:
Consulting
Start and optimize your planned giving program with expert guidance: Charitable Gift Annuity State Regulations and Filings, Program Strategy and Continuous Guidance
Gift Illustrations
Prospect and close more gifts with compelling proposals: Calculate and Illustrate Planned Gifts, Create Gift Proposals and Agreements
Gift Administration
Turnkey outsourced solutions for gift administration, sub-accounting and compliance, or manage your own gift administration and bequest program accurately and securely with our world-class software solutions
Marketing
Find and engage more donors with high-impact creative services and accurate content developed by our experts that amplify your brand and mission: Website, Direct Mail, Emails, Surveys, Social Media, Collateral and more
World-Class Planned Giving Services
From deep domain expertise to extensive educational resources, our experts are here to provide guidance and support—every step of the way.
Planned Gift Administration
Endowment Sub-Accounting
Gift Calculations, Illustrations and Proposals
Gift Annuity Services
Marketing and Creative Services for Nonprofit Planned Giving Fundraising
Best-In-Class Technology
Our applications are purpose-built to support the needs of planned giving fundraisers and the business operations of your finance office for all aspects of your planned giving program, including:
Sub-Accounting for Endowments
Gift Calculations and Illustrations for Charitable Remainder Trusts, Lead Trusts, and Gift Annuities
Gift Illustrations and Proposals for All Planned Gift Types
Administration and Compliance Software for Life Income Gifts
Management and Reporting Software for Bequests
Why Foundation Source?
98% Client Retention
20+ Years of Helping Foundations
2,000+ Network of Philanthropic Peers
Nationwide Support
Want to learn more?
Visit our PG Calc website or click on Let’s Chat to speak with one of our experts at PG Calc.
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