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The Planned Giving Design Center, or PGDC, is a state-of-the-art Web site created to provide the very latest information that helps professional advisors counsel their clients in the area of charitable gift planning. And the best part is it’s FREE!
How do you sign up?
Go to http://www.pgdc.com/cicf and click “Sign-in/Register”.
PGDC provides you with current, comprehensive, and fully annotated discussions regarding:
- Planned giving vehicles, such as charitable remainder trusts, charitable leads trusts, charitable gift annuities, and bequests
- The suitability of prospective gift assets and the special issues that apply to their transfer
- The rules surrounding the deductibility and compliance for charitable contributions for income, gift, and estate tax purposes
PGDC keeps you up-to-date:
- Sends you email News Alerts with concise summaries and links to detailed commentary regarding the latest IRS pronouncements, court decisions, and legislative developments affecting charitable taxation
- Provides articles written by nationally acclaimed experts regarding the practical application and integration of planned giving techniques into an individual’s overall financial and estate plan
PGDC helps you:
- Communicate planned giving opportunities with clients by providing objective-specific case studies and computer illustrations that are customized to your clients’ specific needs and circumstances
- Implement planned gifts by providing you with sample gift documents, checklists, and administrative resources To learn more, visit www.pgdc.com/cicf
For more information, please contact Jan Edmondson, Senior Gift Planning Advisor, at 317.634.2423. 
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