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Providing guidance and direction to ICS and our donors...

What is the Planned Giving Advisory Council?

The Planned Giving Advisory Council (PGAC) provides strategy, perspective and guidance to ICS in its work to cultivate, solicit, accept and administer deferred gifts. The PGAC is comprised of professionals who are leaders in the community and have considerable expertise in their fields of law, accounting, finance, insurance, banking and investment management and related services.

Who currently serves on the PGAC?

Jim Beers - retired AG Edwards Investment Advisor
George Chardukian, Financial Advisor - RBC Wealth Management
Doug Haynes, Financial Advisor - Merrill Lynch
Ed Jenkins - President, ICS Board of Directors
Eileen Lamse, CPA - Hammel, Beal & Lauer, PC
Jim Marvel - Attorney at Law
Larry Schloss - CLU, Insurance and Investments
Linda Stratton - Stratton Advisors
Jane Nugent - VP Senior Personal Banker, Northern Trust
Scott Summerford - Senior Investment Manager, Wells Fargo

What services are provided?

As you plan your charitable gifts, PGAC members are available to assist you with basic questions and direct you to other professionals for additional help. Call Bonnie Kampa at 297-2738 x212 for more information.

Click on the titles below to read informative articles written by members of the PGAC.

Are You Happy with Your Will?

Beneficiary Designations - Your Will Is Not Enough

Have You Recently Relocated?

Life Income Gifts and ICS

Support ICS Through a Charitable Remainder Trust

The Basics of Charitable Gift Annuities

Arizona Tax Credits - A "Win-Win" Way to Give

Required Minimum Distributions

Transfer on Death and Payable on Death

Gifts to ICS

A Primer on Roth IRA Conversion

Estate Tax Update

Links to additional resources of interest:

Gift Annuities Benefit Donors, Nonprofits