PGDC Client Newsletter - May 2012
Summary
This month we are kicking off Best Practices. We will highlight clients utilizing the site to it's maximum potential.
Best Practices -
Many hosts ask us how they can customize their PGDC to better market their organization. Cleveland Foundation and Bolder Giving are great examples of clients utilizing the PGDC to educate advisors about their organizations. They are using our Customized Tabs and Menus to include more personalized content on their PGDC site. Click here to learn more.
Host Tips -
- Is your staff list up to date? Learn how to keep your staff list current. Click here to learn more.
- Looking for ways to promote your PGDC? Provide a Professional Advisor Brochure to potential members you come in contact with. Click here to learn more.
- Does your homepage have new look or design? If so, email us to get your PGDC updated to match.
- Is your 2011 Annual Report available? Email us a copy and we'll add it to your PGDC.
Periodically we will be posting a new Member tip in the national newsletter. Read your PGDC newsletter to learn about the tip in case your members have questions. Recently we posted an article titled Searching on the PGDC made simple! Click here to learn more.
Nancy Fisher
Director of Client Services
Planned Giving Design Center
704-698-4055
nancy.fisher@pgdc.com
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