Planned Giving Insights and Information

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Visiting a Donor? Don’t Forget YourTablet!

Posted by Bill Laskin on October 19, 2015

As you may be aware, PG Calc has developed a web-based app for illustrating planned gifts called PGM Anywhere. One of the driving forces behind the development of PGM Anywhere has been the desire of many of our clients to run planned gift illustrations on their tablet, such as an iPad or Samsung Galaxy.

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Topics: ipad, planned gift software

An early thumbs up for PGM Anywhere planned giving software!

Posted by Bill Laskin on April 24, 2014

PGM Anywhere is the tablet-optimized, browser-based version of our Planned Giving Manager (PGM) planned giving software. It's out in limited beta release right now, and we are starting to get some early feedback. What are users saying?

Stephen R. Watt
Director of Gift Planning
University of North Carolina

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Topics: planned gift software, planned giving manager, mobile calculations, donor presentations

Liabilities for Planned Gifts – Your Role

Posted by Dyke Tilt on June 11, 2012

Many of our clients end their fiscal years on June 30. If you're one of them, you may have been requested to provide a report showing the liabilities associated with your organization's active planned gifts. If not, you may be, because Financial Accounting Standards Board (FASB) guidelines require all charities to include these liabilities in their annual financial statements.

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Topics: planned gift software, FASB, Financial Accounting Standards Board

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