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Consulting Services

PDLC offers a range of services tailored to their client's needs:

We help educate our clients on gifting and legacy plans that are purposeful and that align with their values. We advise and guide clients to create a Personal Mission Statement (PMS).

Legacy Plans

We research and analyze gifting programs and causes on our client's behalf that are relevant, diverse, global and impactful.

Research and Analysis

We provide our clients impact and outcome measurement reports on their gift(s) bi-annually.

Charitable Gifts

We work with our clients family, estate planning and accounting offices to help setup the gifts.

Estate Planning

We help inspire our clients to create a legacy that is meaningful and fulfilling, by building on a life mission through purpose and passion, thereby inspiring them to live a fulfilled and quality life.

Legacy
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