Skip to main content

Your Partner In Planned Giving Success

We’ve expanded our suite of charitable giving solutions with four key integrated services:

icon-consulting

Consulting

Start and optimize your planned giving program with expert guidance: Charitable Gift Annuity State Regulations and Filings, Program Strategy and Continuous Guidance

icon-gift-illustration

Gift Illustrations

Prospect and close more gifts with compelling proposals: Calculate and Illustrate Planned Gifts, Create Gift Proposals and Agreements

icon-gift-administration

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

icon-marketing

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

FS- Planned Giving

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
FS- Planned Giving

Why Foundation Source?

icon-stars98% Client Retention

icon-hand-planting20+ Years of Helping Foundations

icon-peer-network2,000+ Network of Philanthropic Peers

icon-map-compassNationwide 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.