By
Todd Cohen
Reprinted with the
permission of the
Philanthropy Journal
at
www.philanthropyjournal.org
MATTHEWS, N.C. --
The Planned Giving
Design Center in
Matthews, N.C., has
acquired
Boston-based
AssetStream, an
online service
donors used to make
gifts of securities
over the internet,
and has expanded it
to help charities
market and process
all gifts of
securities,
including those made
online.
The center, at
pgdc.com, provides
news and information
about planned giving
through the websites
of more than 120
nonprofit clients,
mainly community
foundations but also
hospitals and
universities.
Those clients, which
have purchased
exclusive licenses
to serve geographic
regions that now
cover 60 percent to
70 percent of the
U.S. population, now
can also offer
AssetStream on their
customized pgdc.com
websites, said Lee
Hoffman, the
center’s CEO and a
co-owner of
PhilanthroTec, a
Matthews firm that
makes planned-giving
software for
professional
advisers and
planned-giving
officers.
The center also has
redesigned its
website, which
Hoffman said reaches
20,000 professional
advisers, 40 percent
of them working for
nonprofits, the
remainder for
financial services
companies or law or
accounting firms
The new open-source
website now offers
expanded browse and
search functions for
visitors, who can
register for free
through the website
of their local
Planned Giving
Design Center host.
And registered
members, who receive
a free email
newsletter
containing national
news and local news
from their local
host, now can also
subscribe to any
other Planned Giving
Design Center site
to receive its local
news as well.
The center also will
begin working soon
with financial
services firms under
an arrangement with
its current clients
to let the firms
distribute their
news to their
clients and advisers
through the network.