Web site:
The Planned Giving Design Center, LLCs group location on the PGDC website.
Phone:
704.698.4050
Rod Zeeb is the Co-Founder and CEO of The Heritage Institute, and co-developer of The Heritage Process.TM The Heritage Institute provides training in the discipline of Heritage Design, and professional certification in The Heritage Process.TM The Institute also conducts and distributes original research, offers mentoring, coaching and marketing support for professional advisors who wish to provide heritage design to their constituents, and provides consulting services directly to individuals and families.