1. Planned Giving Design Center

2. What is the Planned Giving Design Center? www.pgdc.com National network of websites dedicated to advancing philanthropy through education via the Internet The world’s largest website on the subject of planned giving with thousands of pages of content: articles, news stories, technical reports, case studies, calculations and discussion forums Networking community for professional advisors Communications tool between charity and advisors

3. Planned Giving Design Center What are the Benefits of Membership? Membership is FREE www.pgdc.com Timely email news alerts on the latest updates concerning planned giving Gift calculations Extensive research capabilities through advanced search engine Participate in Discussion Forums Comment on content and articles Email content to colleagues or donors Communicate with and learn more about our organization Market your services Print to PDF Personalize your user settings Register for local events

4. Planned Giving Design Center Navigation and Search New ways to view and locate content www.pgdc.com Review content by Type and Category Search content by the Category Cloud A Cloud Block links to a full page Category Cloud for expanded view - it uses different size fonts to illustrate the number of items in that category relative to all others Visually find all letter rulings in the site and navigate to them with a single mouse click

5. Planned Giving Design Center Navigation and Search Advanced search engine allows you to search tens of thousands of pages of content quickly and easily www.pgdc.com Search for single words, groups of words in quotes, exact matches, multiple groups of words in quotes and much more

6. Planned Giving Design Center Forums Discussion Forums are more powerful than ever www.pgdc.com All 26,000+ members opted in to forums The most active discussions are found on front page of the site Forum questions and answers are included in news alerts Post a new topic from the General Discussion page Easily turn options on/off in your member preferences

7. Planned Giving Design Center Calculations PhilanthroTec’s planned giving calculator is now loaded into the PGDC website so you don’t have to leave the PGDC to perform calculations. www.pgdc.com

8. Planned Giving Design Center Invite Friends & Befriend Invite associates to become members of the growing PGDC community www.pgdc.com When you invite someone to become a PGDC member they will automatically be added to your friends list Befriend another member and be notified in your email when they make comments, ask or answer questions You can befriend another member by simply clicking on the logo to the right of their name above a comment

9. Planned Giving Design Center Customize Your Profile www.pgdc.com You can change your name, email address, password, biography and many other options pertaining to your account Customize your personal signature that appears when you add content to the site View all the comments you have made since becoming a member Track where you’ve been on the PGDC

10. Planned Giving Design Center Calendars www.pgdc.com A calendar system provides members with dates and information on local and national planned giving events Members can register for events allowing hosts to send reminder emails Yellow highlight indicates there is an event posted for that day Members will always know what is going on in planned giving in our community and throughout the nation

11. Planned Giving Design Center Blocks www.pgdc.com Blocks are now used on the right side of the screen to aggregate or show various types of information: Monthly Archive of content history, dating back to 1998 Active Discussions Active Forum Topics The most Popular Content

12. Planned Giving Design Center Content Comments www.pgdc.com Post comments of your own Reply to other member’s comments Vote comments up or down based on their value to you Below comments, you can see similar content based on keywords

13. Planned Giving Design Center PGDC News Alerts All of the new articles, national and local news, calendar events, comments on articles, forum questions and even polls are sent to you in one convenient email www.pgdc.com Click on any item in the news alert and you are automatically logged into the site - no reason to remember your username and password Choose to receive news alerts as they occur, weekly or never through your member profile

14. Planned Giving Design Center RSS Feeds Want the news right away? Really Simple Syndication www.pgdc.com Simply click the orange RSS icon and you’re on your way Use Google Reader, iPhone, Blackberry or other smart phone to receive PGDC news wherever you are, whenever it happens RSS icons can be found throughout the site allowing you to customize your feed

15. Planned Giving Design Center Quick Recap Research thousands of pages of content multiple ways www.pgdc.com Participate in the Discussion Forums - Ask and answer questions Stay up to date on the law, planning techniques and planned giving events in our community and the nation Read what others have to say in content comments Invite friends, make new ones and find other professionals in the national member directory And it’s all delivered to your door free of charge in the PGDC News Alerts via email

16. Planned Giving Design Center Summary Simply go to www.pgdc.com/XXXX and choose Create Account to become a member for freewww.pgdc.com/XXXX www.pgdc.com Customize your profile in the Member Activities section Join in the Discussion Forums Learn more about our organization on the Local Page and Resources tab Have an idea for a feature on the PGDC? Email support@pgdc.com Would you like to be a contributing writer? Email editor@pgdc.com Sponsorships of the PGDC is available, please speak with XXXXX