Our consultants have been helping organizations overcome the challenges inherent to many planned giving programs, and after 40 years, we have learned many of the ins and outs of planned giving. In our case studies, we highlight four real client challenges and the solutions that helped them start, revive, enhance, and sustain their planned giving programs.

In this case study, see how our gift annuity program analysis helped a hospital fundraising team determine:

  • What is the market value backing each gift annuity? Are any underwater or headed in that direction?
  • What is the projected benefit to the Hospital of each annuity?
  • What is the projected annual cash-flow to the Hospital as its gift annuities terminate?
  • Does PG Calc have any recommendations for making the Hospital’s gift annuity program stronger?

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