Planned Giving Design Center Provided by: Rochester Area Community Foundation.

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Presentation transcript:

Planned Giving Design Center Provided by: Rochester Area Community Foundation

What is the Planned Giving Design Center?  The world’s largest website on the subject of planned giving with tens of thousands of pages of content  Networking community for professional advisors  Communications tool between the foundation and advisors  The goal of the PGDC is to enhance community awareness of planning techniques that can help people accomplish both their personal and philanthropic planning objectives by equipping advisors with the latest information regarding the tools and techniques of charitable gift planning, and the tax laws that govern their use

Features of the PGDC On a National Level  Articles, news stories, technical reports & case studies  Calculations & presentations  Discussion forum  Member directory On a Local Level  Foundation news  Resources & forms  Publications  Community outreach  Events

What are the benefits of membership?  Membership is FREE  Timely news alerts on the latest updates concerning planning giving  Gift calculations and presentations  Extensive research capabilities  Participate in Discussion Forums or comment on content  Share content with colleagues or donors  Market your services  Communicate with and learn more about the foundation

Content  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  Articles written by nationally acclaimed experts on how to apply and integrate planned giving techniques into an individual’s overall financial and estate plan  Thousands of pages of content including the topics of government, management, marketing and planning

Research Capabilities Advanced search engine allows you to search content quickly and easily Search by type, category, year or author Search for single words, groups of words in quotes, exact matches and much more

Calculations & Presentations Customize calculations and presentations based on your clients needs and planned giving technique Powered by PhilanthroTec, Inc.

What’s Next?  Simply go to and click Join Today!  Create your account & customize your profile  Learn more about the foundation on our group page  Have an idea for a feature?  Want to be a contributing author?  Sponsorships of the PGDC are available, please speak with Kate Baker