Mid-Shore Community Foundations' Planned Giving Design Center
The Planned Giving Design Center has been created to provide Professional Advisors with resources they can use to advise clients in matters of charitable gift and estate planning.
If you are an attorney, accountant, financial planner, life underwriter, investment advisor or real estate professional, or have a specific interest in the technical aspects of planned giving, we invite you to explore the PGDC.
Goals of the PGDC:
- Elevate the knowledge base among Professional Advisors as it relates to charitable gift planning
- Encourage dialogue between Professional Advisors and charitable organizations
- Encourage Advisors to incorporate charitable gift planning into their practices
- Enhance the value of service that Professional Advisors provide their clients
- Advance community-based philanthropy
Registered Professional Advisors
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