Planned Giving Design Center
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A comprehensive online tool that complements the services of the Foundation's experienced staff, the Planned Giving Design Center (PGDC) provides timely, objective content on all aspects of planned giving. We provide this resource free of charge to attorneys, accountants, financial professionals, insurance advisors and other professionals to help them help their clients develop and implement philanthropic plans.
The goal of the PGDC is to enhance community awareness of planning techniques that help people accomplish their personal and philanthropic planning objectives by equipping their advisors with the latest information regarding the tools and techniques of charitable gift planning, and the tax laws that govern their use.
The PGDC is a state-of-the-art, interactive website designed exclusively for professional advisors that:
- Provides comprehensive discussions about planned giving vehicles and suitable gift assets, including how to combine them in order to accomplish a client's financial, estate and philanthropic planning objectives.
- Keeps advisors informed with authoritative and timely email news alerts with summaries that link to detailed commentary regarding the latest IRS pronouncements, court decisions and legislative developments affecting charitable taxation.
- Offers case studies concerning planned giving and charitable taxation that advisors can use to introduce planned giving concepts with clients.
- Provides access to comprehensive treatises on the subjects of planned giving vehicles, potential gift assets, income gift, and estate tax deduction rules, and more.
At the PGDC, you'll also find calculators, rates and tables, sample forms, and discussion forums.
All information on the PGDC comes from nationally recognized legal, tax and planned giving experts who dedicate themselves to making the PGDC the most comprehensive information resource on planned giving available.
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