Foundation Source Acquires PG Calc: Expanding Charitable Giving Solutions

Foundation Source, the leading provider of cloud-based solutions for private foundations, announced its acquisition of PG Calc, a pioneer in planned giving services and software. The deal, unveiled on February 13, 2024, aims to broaden Foundation Source's charitable giving solutions and provide tailored assistance to advisors, donors, and non-profits.

A Strategic Alliance: Foundation Source and PG Calc

Founded in 1985, PG Calc brings to the table an impressive portfolio of state-of-the-art gift administration services and software, consulting, and marketing tools. These innovative resources are meticulously designed to bolster all facets of a planned giving program. With a diverse clientele that encompasses prominent financial services firms and distinguished colleges and universities, PG Calc's integration into Foundation Source will undoubtedly fortify the latter's offerings.

Expanding the Scope: New Services for Individuals and Institutions

The acquisition of PG Calc enables Foundation Source to broaden its horizons in charitable gift annuities, pooled income funds, charitable trusts, bequests, and endowment sub-accounting. This expansion adds a multitude of new services for both individuals and institutions, enhancing Foundation Source's role in the philanthropic sphere.

Empowering the Giving Ecosystem

As the largest provider of cloud-based solutions for private foundations, Foundation Source is committed to empowering donors, advisors, and non-profit organizations. The assimilation of PG Calc's expertise and resources into Foundation Source's repertoire is a significant stride towards providing specialized support across the giving ecosystem.

With this strategic acquisition, Foundation Source demonstrates its unwavering dedication to reshaping the charitable giving landscape. By fusing innovative technology and human-centric storytelling, Foundation Source and PG Calc are poised to redefine the realm of philanthropy, one planned gift at a time.

Key Points:

• Foundation Source acquires PG Calc to expand its charitable giving solutions and offer specialized support across the giving ecosystem.
• PG Calc's expertise in planned giving services and software, consulting, and marketing tools complements Foundation Source's offerings.
• New services for individuals and institutions, including charitable gift annuities, pooled income funds, charitable trusts, bequests, and endowment sub-accounting.
• Empowering the giving ecosystem by providing tailored assistance to advisors, donors, and non-profits.

In an ever-evolving world, Foundation Source and PG Calc are joining forces to create a more accessible, efficient, and impactful philanthropic experience. By harnessing the power of technology and human connections, they aim to transform the act of giving into a seamless and rewarding journey for all involved.