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. 

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.

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.

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.

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.

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.

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.

Milwaukee, WI

Greater Milwaukee Foundation

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

Worcester, MA

Greater Worcester Community Foundation

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

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.

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.

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.

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.

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.

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.

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.

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.

Tucson, AZ

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.

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.

Newport Beach, CA

Orange County Community Foundation

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

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.

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.

New York, NY

Bolder Giving

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


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.

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.

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.


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.

St. Louis, MO

YouthBridge Community Foundation

YouthBridge Community Foundation is a 501(c)(3) organization that exists to help St. Louis area nonprofits, especially those focused on children and youth causes, become stronger and more financially sound. We are uniquely positioned to empower local nonprofits through our work with donors interested in maximizing their social impact, professional advisors engaged in investing charitable funds and businesses pursuing corporate philanthropy.

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.

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.

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
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.

Deerfield, IL

Daniel P Felix - The Professional Trustee

Making trusts effective for those they are meant to serve.

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.


Ron Brown

Ron Brown has served as Director of Gift Planning at four leading charities: Princeton University, the National Wildlife Federation, United Way of America, and from January 2012 to the present, Fordham University. He serves as a Board member, a member of the Rates Committee, and chair of the Research Committee for the American Council on Gift Annuities (ACGA); he wrote the national Gift Annuity Survey Reports in 2014 and 2010.  He is a board member of the Philanthropic Planning Group of Greater New York and a member of the CANARAS Gift Planning Council.

LaGrange, IL

Gary Shunk

Since 1992, Gary S. Shunk, Principal of Family Wealth Dynamics, has been serving multi-generational families of wealth successfully navigate the qualitative challenges of affluence. He works closely with families to address issues with distinct resonance for the wealthy, transforming conflict, poor communication and lack of trust into greater harmony, positive relationships, improved family dynamics and enhanced overall fulfillment. These favorable outcomes help affluent families lead emotionally harmonious lives in which they can make a positive impact within their family and the global community.

Oakland, CA

Alan Breus, Appraiser of Fine Arts, Rare Books and Documents

As one of the top estate appraisers in California, Alan advises and consults with universities, charities, brokerage firms and accounting firms in the areas of estate tax, insurance and non-cash related donations of fine art objects and insurance related financial instruments. Alan’s educational background includes degrees in Art History from The New School and Appraisal Studies from New York University, as well as advanced studies in Insurance, underwriting and financial planning. He is uniquely qualified to appraise donated life insurance policies.

New York, NY

Steven L. Meyers, Ph.D.

Steven L. Meyers, Ph.D., is Vice President of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science. Steve is a primary developer of personalized philanthropy, based on the mantra of "the right gift, for the right purpose, for the right donor."

Steven can be reached here and here.

Moscow, ID

University of Idaho Office of Estate, Trust and Gift Planning

In the University of Idaho Office of Estate, Trust and Gift Planning, we assist UI alumni and friends and their advisors to create gift plans that best meet their personal and philanthropic goals.

7520 Rates: Nov 2.2% Oct 2.2% Sep 2.2%

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