Planned Giving Design Center

The Planned Giving Design Center (PGDC) is a comprehensive online tool that complements the services of our experienced staff. It 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 their clients develop and implement philanthropic plans.

The Planned Giving Design Center has been very helpful in keeping me informed of the latest in charitable giving and in assisting me with charitable contributions. I needed to run an illustration of a two-life CRT for a client and the calculator section on the PGDC made it fast and easy. -David Williams, CPA, Rockport

The PGDC website:

  • 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 e-mail news alerts 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.

Contact Jennifer Southard for more information or to subscribe to the Planned Giving Design Center newsletter.

I find the Planned Giving Design Center on the MaineCF website very useful--and it's free! -Mary McQuillen, Esq., Verrill Dana, Portland