FundSvcs Community

Hi all,

I was wondering if anyone knows or has used a vendor similar to PG Calc that could help with planned gift administration (CGA, CRT, etc) and compliance.  Our planned giving efforts are going to start ramping up, and from a financial perspective, it would be great to work with a company that could help with some of the administration/paperwork and make sure we are in compliance with items.  Our finance team is looking for a company with which they could partner.

Does anyone have any recommendations besides PG Calc?

Thanks,

------------------------------
Anna Simons
The Community Solution Education System
asimons@tcsedsystem.edu
------------------------------

Hi Anna… 

Try Stelter company.  They specialize in Marketing and 

website content.  

Terry Callaghan

Zuri Group

------------------------------
Terry Callaghan
Zuri Group
terry@zurigroup.com
------------------------------

Original Message:
Sent: 09-12-2024 04:41 PM
From: Anna Simons
Subject: Seeking vendors like PG Calc

Hi all,

I was wondering if anyone knows or has used a vendor similar to PG Calc that could help with planned gift administration (CGA, CRT, etc) and compliance.  Our planned giving efforts are going to start ramping up, and from a financial perspective, it would be great to work with a company that could help with some of the administration/paperwork and make sure we are in compliance with items.  Our finance team is looking for a company with which they could partner.

Does anyone have any recommendations besides PG Calc?

Thanks,

------------------------------
Anna Simons
The Community Solution Education System
asimons@tcsedsystem.edu
------------------------------