PGDC Client Newsletter - April 2012
We’ve made a few improvements since our last newsletter and we're keeping you up to date. The PGDC is now in the Clouds and all is functioning very well. If you aren’t sure what we’re talking about click here to read the March newsletter.
New Member Manager Role
The Member Manager role is in place for all administrators. Please click here for instructions on how to find, sort, select, edit and export members from you PGDC group.
Client Services Group
The Client Services Group has been created to allow us to communicate privately with our group administrators and it can not be seen by the public. This newsletter and all the information it contains is posted in the Client Services Group. To get to the group login to the PGDC, look below the main navigation bar and see the white "My Groups" dropdown.
Click this box and you will see "Hub" which is your branded PGDC. Below you will see any groups you are a part of. You should see Client Services. Click and you wil be taken to this group and see the information contained in this newsletter, prior newsletters and other information.
Searching on the PGDC made simple!
Get the most out of your research on the PGDC by following a few simple rules. Click here to learn more.
PGDC Descriptions
Many have requested sample language to explain the PGDC to advisors on their website and in other communications. We've posted some examples for you to review.
Are you on Facebook?
If your organization has a Facebook page we can now add a Find us on Facebook logo on your group page. Click here to see an example at the Foundation for the Carolinas. Please send your Facebook page link to support@pgdc.com and we’ll put the logo in place, make it live and notify you when it is completed.
Thank you for your continued support of the PGDC.
Warm regards,
Nancy Fisher
Director Client Services
Planned Giving Design Center
nancy.fisher@pgdc.com
704-698-4055
Add comment
Comments