Planned Giving Design Centers

One major objective of LEAVE A LEGACY™ Iowa is to build bridges and develop relationships with professional advisors in communities throughout the state and to provide access to in-depth estate and gift planning resources for staff and volunteers of nonprofit organizations as well as the general public.

By providing access to a comprehensive resource where advisors and donors can go to learn more about planned giving, we believe that community philanthropy will be increased, thereby fulfilling yet another objective of LEAVE A LEGACY™ Iowa.

For this reason, The Planned Giving Design Center (PGDC) was created to provide free access to a wealth of information on the subject of planned giving and charitable taxation through a comprehensive independent, online resource center.

If you are an attorney, estate planner, accountant, insurance agent, trust officer, financial services professional, planned giving specialist, or an interested philanthropist, we invite you to access this valuable resource to aid you in advising clients and donors in matters of advanced charitable estate and gift planning.

PGDC offers the greatest amount of content on the subject of charitable gift planning available in the online world. By using the power and speed of the Internet, the Planned Giving Design Center provides a one-stop resource for charitable estate and gift planning. It’s like having a resource library concerning charitable planning at your fingertips.

With the aid of the PGDC, professional advisors will have the capacity to advance the discussion of planned giving strategies and share the most current information on charitable giving options with their clients.

All information on the PGDC is written and maintained by nationally recognized legal, tax, and planned giving experts who are committed to making the PGDC a comprehensive information resource on the subject of planned giving vehicles such as charitable remainder trusts, charitable lead trusts, life estates, charitable gift annuities, and bequests.

The cost of maintaining a PGDC is paid by a hosting charitable organization – which, in turn, is frequently underwritten by corporate sponsors.

The hosting organizations can supplement the PGDC by providing professional advisors and other interested individuals with additional resources that can help in the design, modeling, presentation, and implementation of sophisticated charitable gift plans. In addition, the LEAVE A LEGACY™ Iowa Web site provides a list of professional advisor Partners who may be helpful in answering questions or assisting you in fulfilling your charitable goals and objectives.