About Us

Who we are

The Planned Giving Council of the Four States is an organization designed for:

• the exchange of information
• the facilitation of charitable giving
• the advancement of expertise for planned giving professionals

What we do

We encourage active, direct participation within our membership. Through active involvement, our members benefit personally and professionally. The non profit institutions represented and the donors who contribute to them benefit from direct interaction with professional advisors.

Professional advisors benefit from the educational opportunities available to them on the topic of planned giving as well as gaining exposure to potential clients interested in making a charitable gift. The field of planned giving will benefit with increased stature and a higher level of professionalism.

How we started

The Planned Giving Council of the Four States was formed in February 2004, out of a steering committee consisting of professionals and non-profits who came together with the desire to increase charitable gifts in our four state area.

The steering committee:

• met and discussed our organization’s strategic plan,
• formed a mission statement and a business objective.
• incorporated bylaws,
• elected board members 
• applied for membership to the National Committee on Planned Giving (NCPG).

By January 2005 we were an official planned giving council.