Planned Giving Design Center
The Planned Giving Design Center (PGDC) provides professional advisors with resources to use when advising clients in areas of charitable gift and estate planning.
Resources Search
This section features reports, webinars, member spotlights, best practices, sample documents, and resources we believe can help grantmakers and foundations. Some of these items are only available to members. There are several different ways to search the resource library. Using the filters on the right side of this page, you can search by type of Resource Type, Topic, Funding Area, or Audience. For example, if you are looking for a Report, select Resource Type, then you can filter by Audience or Topic to refine the results.
Please note, the search box below only searches for resources. If you're looking for news or events, use the search box in the top navigation bar.
Ten reasons to discuss philanthropy with your clients
Why you should talk with your client.
Ten questions you should ask your clients
Information to collect from your client before advising.
Ways to talk about philanthropy with your clients
Sample conversation starters.
Foundations & Donor-Advised Funds: Can Foundation Management Be Done Smarter?
Page Snow, Chief Philanthropic Advisor for Foundation Source, writes about the rise of outsourced philanthropic support solutions.
Due Diligence Done Well - A guide for grantmakers
This GEO publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.
Giving Story: Andrew Carnegie
A Giving Story from The Connecticut Toolkit for Giving. Connecticut Libraries
Giving Story: Bayer Corporation
A giving story from The Connecticut Toolkit for Giving. A New Face for Science
Giving Story: Bob's Discount Furniture
A giving story from The Connecticut Toolkit for Giving. Tackling Homelessness
Giving Story: Charles Kaman
A giving story from The Connecticut Toolkit for Giving. Lifesaver
Accountability Self-Assessment Tools for Staffed Private Foundations
The Accountability Self-Assessment Tool is a comprehensive resource to help staffed private foundations ensure that they are complying with key federal laws and regulations and assess how well they are engaging in generally recommended good practices for being accountable to the public. The materials consist of a questionnaire, check list, worksheet, glossary and resource list. The questionnaire, available by component or in one complete document, and the entire selection of tools are available in the following sections.
Professional Advisor Networks - Financial Planning
Find association links for networking, professional development opportunities and ethical practice standards.
Professional Advisors Networks - Certified Public Accountants
Find association links for networking, professional development opportunities and ethical practice standards.
Professional Advisors Networks - Attorneys
Find association links for networking, professional development opportunities and ethical practice standards.
Professional Advisor Links - Charitable Giving
Find links for periodicals on philanthropy; organizations that support charitable giving; research on charitable giving; and professional advisors support and training providers.
Professional Advisor Links - Researching Charitable Giving
Find links for periodicals on philanthropy; organizations that support charitable giving; research on charitable giving; and professional advisors support and training providers.
Professional Advisor Links - Periodicals on Philanthropy
Find links for periodicals on philanthropy
Professional Advisor Links - Support and Training Providers
Find links for professional advisors support and training providers.
Professional Advisor Links - Organizations that Support Charitable Giving
Find links for organizations that support charitable giving.
Glasspockets
Glasspockets is a Foundation Center initiative that champions philanthropic transparency in an online world. Launched in 2010, but with roots dating back to the Center’s founding in 1956, Glasspockets provides the data, resources, examples, and action steps foundations need to understand the value of transparency, be more open in their own communications, and help shed more light on how private organizations are serving the public good.
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