PGI Offers Complimentary Resources to Support You and Your Planned Giving Program
Advisor Directory
If you don’t have an estate planning attorney, below is our “directory of directories” to find a suitable advisor for you, depending on the complexity of your planning.
Direction Memo™
The important people in your life will benefit tremendously from a Direction Memo—a letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets what—not what needs to be done.