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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
Adam Goldstein, Financial Advisor - RBC Wealth Management
Doug Haynes, Financial Advisor - Merrill Lynch
Eileen Lamse, CPA - Hammel, Beal & Lauer, PC
Jim Marvel - Attorney at Law
Paul Robb - Succession Capital Alliance
Larry Schloss - CLU, Insurance and Investments.

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 additioinal help. Call Monnie Applegate at 297-2738 ext. 222 for more information.