Benefit from a full menu of giving options tailored to meet your clients’ needs. We are here to help you serve your clients and facilitate all forms of charitable giving. Take advantage of our services for you:

• Offer counsel on giving instruments and funding options
• Illustrate, project, draft or review necessary documents
• Develop strategic giving plans for your clients and their families
• Present family philanthropy seminars, workshops, and retreats
• Assist with grantmaking research, recommendations, and outcomes
• Provide information and guidance on the communities' charitable needs
• Updates on the latest legal and tax issues on charitable giving through our Internet-based Planned Giving Design Center. Visit www.pgdc.com/cicf to sign up for this free service.
• Initial consultations are provided confidentially and at no cost.

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For more information, please contact Jan Edmondson, Senior Gift Planning Advisor, at 317.634.2423.