Who Should Create a PGDC Group?

The PGDC is a place where people learn about planned giving and where they find resources that can help them do their jobs. The simple answer to who should create a PGDC Group is any nonprofit or for-profit organization that desires to share its mission, programs, products or services to other members of the planned giving community. Groups help you create awareness and relationships.

Whether you’re a nonprofit organization seeking relationships with professional advisors; a publisher seeking visibility with a select target audience and subscribers; a professional association wanting to create awareness about your mission, credentials, membership requirements, and the capabilities and resources your members bring to the gift planning process; a company or an individual that provides products and services to assist the gift planning process; or a professional advisor who desires to provide services to nonprofits and other advisors, you should consider licensing a PGDC Group to make yourself known to the largest gift planning community in the world.

  • Charitable and not-for-profit organizations
  • Professional advisory firms
    • Law firms
    • Accounting firms
    • Financial planning firms
    • Insurance agencies
  • Appraisal companies
  • Banks
  • Trust companies
  • Insurance Companies
  • Investment brokerage and advisory firms
  • Real estate brokerage and management companies
  • Fundraising consultants
  • Professional associations and their affiliates
  • Auction houses
  • Publishers
  • Software providers
  • Continuing professional education providers
  • Companies and organizations from countries outside the U.S.

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