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The Planned Giving Design Center endeavors to bring you the very best in original content and articles from leading publications on topics of interest to charitable gift planners. We are very pleased to announce that Trusts... |
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Has it been only six months since the devastating earthquake struck the island nation of Haiti? If you live there, it might seem like a lifetime. In this article, PGDC editor Marc Hoffman recounts his first-hand experiences in Haiti last February and reminds us all... |
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In 1830 American artist John Trumbull offered his best paintings of the American Revolution to Yale College in exchange for a life annuity. Unfortunately, Yale had neither the money with which to make the annuity payments or construct what would be the world's first... |
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I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply... |
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Eric Friedman is a philanthropist, not an advisor, not a fundraiser. So we need to listen. His opinion is critical to our understanding of the donor. Not only read his very opinionated article, but also read the reviews of his book at Amazon.com and click to see who... |
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Dan Felix takes a deeper dive into the idea of taking a trust for a test drive with practical ideas and suggestions for debugging and preventing future snags. |
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One of the PGDC's Contributing Authors was recently named "Lawyer of the Year". |
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PGDC is pleased to welcome Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP as a contributing author. |
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I was privileged to know Marc Hoffman for a number of years. He was astute, insightful, articulate and talented. He helped mold the Planned Giving Design Center into what it is today. His untimely passing is indeed a tragedy that touches many, including the... |
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Let's put the "giving" back into Thanksgiving! |
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Author Deborah Goldstein recently spoke to the students of Santa Catalina School about philanthropy and values. Read her summary of events. |
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From February 25th-27th of this year, I'll be attending and speaking at the Laureate Circle Gathering in San Diego, CA. This is the eleventh year for the Gathering and because there is a... |
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I have the opportunity to break new ground as Editor in Chief for The Planned Giving Design Center. In late March (19-20), I'll be attending and reporting from the... |
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I’m proud to announce that the Planned Giving Design Center’s editor in chief, Randy Fox, has been selected by his peers as the recipient of The International Association of Advisors in Philanthropy’s 2015 Scott Fithian award for his... |
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My recent journey to the Gathering in Del Mar, California provided me with some interesting and optimistic insights into the current state of estate and wealth transfer planning. |
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2015 Annual Conference on Philanthropy in Chicago |
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Have you lost your PGDC password and can't log in? If so, you're missing out. Learn how to easily request a new password to log in and you'll be able to do so much more on the PGDC to increase your charitable planning. |
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PGDC is pleased to welcome Rodney C. Zeeb as a contributing author. |
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PGDC is pleased to welcome Russell James III as a contributing author. |
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We continue through "Visual Planned Giving" with Professor Russell James, by exploring proper gift documentation. |
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Recent activity
12. Charitable Remainder Trusts, Part 1 of 4
Upcoming Conferences
CGNA: Chapter 2 - C Corporations | Advanced, Part 1 of 2
Tax Reform PAC
Almanac: Prominent U.S. Living Donors
The Top 10 Ways to be Successful in 2017
11. Retained Life Estates and Remainder Interests in Homes and Farmlands, Part 2 of 2
A Tribute to Marc D. Hoffman
15. Donating Retirement Assets, Part 2 of 2
13. Charitable Lead Trusts, Part 3 of 3
12. Charitable Remainder Trusts, Part 3 of 4