Community Groups

About groups

The Planned Giving Design Center Community is comprised of groups of non-profit organizations, for-profit organizations serving the planned giving sector, and publishers delivering the latest in philanthropic news and opinion. 

 
 

Available groups

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PGDC Network

The primary mission of Planned Giving Design Center, LLC is to develop products and services for the charitable gift and estate planning industry that assist others in their efforts to increase philanthropy. 

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Charlotte, NC

Foundation For The Carolinas

Foundation For The Carolinas inspires philanthropy and strengthens our region through innovative community initiatives and quality services to donors and constituents.

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Provo, UT

Brigham Young University

The mission of Brigham Young University--founded, supported, and guided by The Church of Jesus Christ of Latter-day Saints--is to assist individuals in their quest for perfection and eternal life. That assistance should provide a period of intensive learning in a stimulating setting where a commitment to excellence is expected and the full realization of human potential is pursued.

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Macon, GA

Community Foundation of Central Georgia

The mission of the Community Foundation is to enhance the quality of life for the people of Central Georgia. We help our donors establish long-term charitable funds, using the most tax-advantaged methods, to benefit their causes and our community.

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Atlanta, GA

The Community Foundation for Greater Atlanta

The Community Foundation for Greater Atlanta strengthens our region by providing quality services to donors and innovative leadership on community issues.
 

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Memphis, TN

Community Foundation of Greater Memphis

The mission of the Community Foundation of Greater Memphis is to strengthen our community through philanthropy.

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Nashville, TN

Community Foundation of Middle Tennessee

The Community Foundation of Middle Tennessee is dedicated to enriching the quality of life in Middle Tennessee by connecting generosity with need.

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Kansas City, MO

Children's Mercy

The mission of Children's Mercy's Resource Development team is to promote the health and well-being of children by maximizing private philanthropy, public grants and volunteer support.

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Milwaukee, WI

Greater Milwaukee Foundation

Our mission: To inspire philanthropy, serve donors, strengthen communities now and for future generations.

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Worcester, MA

Greater Worcester Community Foundation

The Greater Worcester Community Foundation promotes healthy and vibrant communities by increasing philanthropy and effectively investing resources.

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Hartford, CT

Hartford Foundation for Public Giving

Hartford Foundation for Public Giving: Putting philanthropy into action to create lasting solutions that result in vibrant communities within the Greater Hartford region.

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Baltimore, MD

The Associated: Jewish Community Federation of Baltimore

The Associated: Jewish Community Federation of Baltimore works to enhance Jewish life. It addresses charitable, educational, religious, humanitarian, health, cultural and social service needs of the Jewish community locally, nationally, in Israel and throughout the world.

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Provo, UT

LDS Philanthropies

LDS Philanthropies serves as the central coordinating agency for all donations to the Church or one of its institutions—beyond tithing and fast offerings—with the goal of helping members and friends of the Church meet the needs of people worldwide. This is accomplished by focusing on those priorities selected and approved by the leaders of the Church and its institutions.

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Ellsworth, ME

Maine Community Foundation

A statewide organization with offices in Ellsworth and Portland, the Maine Community Foundation has been partnering with donors and nonprofits since 1983 to strengthen Maine communities.

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Long Beach, CA

Memorial Medical Center Foundation

To provide “that extra measure of care” for patients served at the not-for-profit Long Beach Memorial Medical Center and Miller Children’s Hospital in Long Beach, California, through philanthropic gifts and grants for health care education, clinical research, medical equipment and patient care programs.

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Rochester, NY

Rochester Area Community Foundation

We engage philanthropists and community partners to improve our region.

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Boston, MA

The Boston Foundation

As Greater Boston's community foundation, the Boston Foundation devotes its resources to building and sustaining a vital, prosperous city and region, where justice and opportunity are extended to everyone.

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Cleveland, OH

Cleveland Foundation

The foundation improves the lives of Greater Clevelanders now and for generations to come by building community endowment, addressing needs through grantmaking, and providing leadership on vital issues.

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Toledo, OH

Toledo Community Foundation

Toledo Community Foundation is the community foundation serving the Toledo region, including Northwest Ohio and Southeast Michigan with a particular emphasis on the greater Toledo area. Since 1973, Toledo Community Foundation has worked with individuals, families and businesses, assisting them in making effective choices that match their philanthropic interest and needs while creating a better community for generations to come.

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Tucson, AZ

GiftPlanSoAz.org

The Community Foundation for Southern Arizona (CFSA) is a nonprofit, community corporation created by and for the people of Southern Arizona. We are here to help our donors make a positive impact on their community.

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Saint Paul, MN

Minnesota Philanthropy Partners

Minnesota Philanthropy Partners is a network of foundations, funds and organizations that share knowledge and services to make charitable giving thrive and benefit all Minnesotans. We are guided by staff with decades of expertise and experience in working with nonprofits and the public and private sectors.

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Poughkeepsie, NY

Community Foundations of the Hudson Valley

Community Foundations of the Hudson Valley exists to enhance the quality of life for all citizens in the Greater Hudson Valley, now and for generations to come. 

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Newport Beach, CA

Orange County Community Foundation

Our Mission...To encourage, support and facilitate philanthropy in Orange County.

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Missoula, MT

University of Montana Foundation

The University of Montana Foundation’s mission is to provide resources that help the University of Montana thrive. We do this by building and maintaining relationships with alumni and friends who donate to UM. We also manage an endowment. Earnings from the endowment provide ongoing support for the University.

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Dalton, GA

The Community Foundation of Northwest Georgia

Our mission is to promote and facilitate charitable giving among individuals and families living in Northwest Georgia, secure discretionary resources to meet the current and future needs of our region, and strengthen our communities by fostering collaboration and awarding grants to qualified organizations.

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Powell, OH

Columbus Zoo

We exist to enrich our community’s quality of life and to inspire a greater appreciation of wildlife for the advancement of conservation action.

Our vision is to be a global leader in conservation and a premiere destination for fun and unique experiences.

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New York, NY

Bolder Giving

Bolder Giving's mission:
to inspire and support people
to give at their full lifetime potential.

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PGDC Solutions

PGDC Solutions Group assists clients in the development and use of PGDC's products to further their nonprofit, corporate or individual mission in the field of charitable gift and estate planning.

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Rocky Hill, CT

Advisors in Philanthropy

Our Mission:

  • To inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice
  • To create a unique network of support through collegial relationships among an intentionally diverse spectrum of professionals attracted to membership in our organization
  • To promote the highest ethical standards in philanthropic planning

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Boston, MA

Charles E. Rounds Jr, Fiduciary Consultant

For 35 years and counting I have been practicing, teaching, and writing almost exclusively in that corner of the law that relates to the fiduciary duties and liabilities of trustees and agents.

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Los Angeles, CA

David Wheeler Newman

I provide highly personalized tax and estate planning counsel to families, with some relationships spanning decades into the next generation of those families.

As chair of my law firm's charitable sector practice, I represent foundations, donors and charities in negotiation and drafting of gift agreements to establish endowments, construct facilities and fund programs, including provisions covering restrictions on the use of funds, conditions to performance obligations and donor recognition through naming opportunities.

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NC

Dennis Walsh, CPA

Dennis Walsh, CPA serves as a volunteer consultant to religious workers and exempt organizations, focusing on financial management, legal compliance, and organizational development. A graduate of the University of Wisconsin, he completed the Duke University certificate program in nonprofit management and is a member of the North Carolina Association of CPAs and the American Institute of CPAs.

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St. Louis, MO

YouthBridge Community Foundation

Our Mission: To partner with donors to help charities, especially those focused on
children, become financially sound through leadership, grants and donor services.

Our Vision: For all children to have services available
to help them become healthy, productive adults.

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Buffalo Grove, IL

Two Hawks Consulting, LLC

Randy Fox is a nationally known wealth strategist, philanthropic estate planner, educator and speaker dedicated to helping individuals, professional advisors, charitable institutions and planned giving organizations do well while doing good. His collaborative approach facilitates clients’ ability to preserve and transform wealth in ways that honor their goals and passions while passing values, responsibility and stewardship ethics to their heirs.

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Dallas, TX

The Dallas Foundation

The Dallas Foundation is the oldest community foundation in the state, and serves donors and nonprofit agencies through North Texas. We act as a keystone — a link between donors and the community issues they care about.

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Mansfield, OH

The Monsignor Edward C. Dunn Foundation for Education

The Foundation's mission is to establish a $20 million endowment fund through the promotion of planned giving to insure the continuity of quality education within St. Peter's Schools in Mansfield, Ohio, throughout the Twenty-First century.

To fulfill this mission the foundation will:

  • Provide planned giving leadership, acting as a catalyst for you by helping to identify mutually beneficial methods of donating assets to the Foundation.
  • Assist you in designing contributions to meet the various and growing needs of St. Peter’s Schools and help you in deciding whether to contribute to the General Fund, one of the existing Specific Funds or to create an entirely new fund of your own choosing.
  • Make annual distributions from the Foundation’s General Fund in support of scholastic development, classroom enhancement, competitive teacher salaries and student development as well as make annual distributions from the Foundation’s Specific Funds pursuant to the mission statement of each individual fund
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Philadelphia, PA

Richard L. Fox, Esq.

Richard L. Fox, Esq. is a partner in the Philadelphia-based law firm of Dilworth Paxson LLP, where he also heads up the Philanthropic and Nonprofit practice. He concentrates his practice in the areas of charitable giving, private foundations, tax-exempt organizations, estate planning, trusts and estates, and family planning. Mr. Fox is the author of the treatise, Charitable Giving; Taxation, Planning and Strategies, a Warren, Gorham and Lamont publication, writes a national bulletin charitable giving, and writes and speaks frequently on issues pertaining to nonprofit organizations, estate planning and philanthropy.

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Deerfield, IL

Daniel P Felix - The Professional Trustee

Making trusts effective for those they are meant to serve.

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Jacksonville, FL

Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits.

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