PGDC Information and Materials
When you register with the Planned Giving Design Center, you will gain access to a wealth of useful and informative resources on the subject of planned giving and charitable taxation. Following are just some of the reasons you’ll want to become a PGDC subscriber:
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E-mail news alerts with concise summaries and links to detailed commentary regarding the latest IRS pronouncements, court decisions, and legislative developments affecting charitable taxation. |
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Articles written by nationally acclaimed experts regarding the practical application and integration of planned giving techniques into an individual’s overall financial and estate plans. |
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Communicate planned giving opportunities to clients through specific case studies and computer illustrations that are customized to your clients’ specific needs. |
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Implement planned gifts by providing sample gift documents, checklists, and administrative resources. |
Reading Room
Provides educational materials including News Alerts, Gift Vehicle Review, Gift Asset Review, Income Tax Review, Planned Giving OnLine™, The Gift Planners Digest™ and The Reference Desk.
News Alerts
This feature provides an instant resource for the latest developments in planned giving. Each day, the PGDC legal staff combs electronic tax and news services for any information relevant to charitable giving. When important news affecting charitable taxation breaks, the PGDC automatically posts this information to the Web site and sends an e-mail News Alert to subscribers. Each message contains concise summaries of newly issued IRS determinations, court decisions, and proposed legislation. In addition, each message contains a link that enables you to return to the PGDC Web site to review a detailed summary, planning points, and the full text of the news item.
Planned Giving Online
In addition to independently authored articles, the PGDC editorial staff provides a monthly magazine that features authoritative and expanded commentary and analysis on IRS pronouncements, judicial decisions, and legislative developments affecting charitable taxation.
Gift Vehicle, Gift Asset, and Tax Law Reviews
In addition to current news, the PGDC provides comprehensive, fully annotated technical discussions of all gift planning vehicles: charitable remainder trusts, charitable lead trusts, pooled income funds, charitable gift annuities, life estate agreements, and bargain sale arrangements. The PGDC also explores the compatibility of various forms of gift assets, along with the income, gift, and estate tax consequences and compliance issues that surround their contribution.
Gift Planner’s Digest
Each week, the PGDC posts articles written by nationally recognized experts that discuss current issues affecting charitable gift planning and the application of gift planning strategies.
Professional Advisor Resources
Features Federal Gift and Estate Tax rates, Charitable Midterm Federal Rate archive, and current Federal Income Tax Rate schedules for trusts, estates, and individual taxpayers.
Design Wizard
Includes sample illustrations called Gift Design Blueprints that can be printed or downloaded.
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