PLANNED GIVING ADVISORY COUNCIL (PGAC) 

What is the Planned Giving Advisory Council?

The Make-A-Wish San Diego (MAWSD) Planned Giving Advisory Council (PGAC) comprises local financial planning advisors, attorneys, CPAs, and professional fiduciaries who offer guidance, provide support, and make recommendations when and as requested by the MAWSD leadership team, and serve as a resource and connector to advance the Make-A-Wish mission.

The PGAC is comprised of highly skilled professionals whose experience and expertise are well suited to advising or otherwise supporting MAWSD concerning matters of planned giving or gifts that donors typically coordinate with financial advisors, such as donations from a Donor Advised Fund.

About the PGAC -- to view our members

2025 Planned Giving Advisory Council (PGAC) Members.pdf

This is an advisory role and members do not have voting or governance duties for MAWSD, nor is there a required financial commitment.

PGAC members may be asked to do any of the following:

  • Offer insight and expertise on the impact of trends in economics, taxation and estate planning on charitable giving.
  • Provide advice on marketing plans and collateral.
  • Share educational opportunities for donors and fellow legal and financial professionals on relevant topics.
  • Help our donors find professional support and guidance when making a planned gift.
  • Educate the chapter’s Board of Directors and staff about planned giving and other ways of giving.
  • Advocate for planned gifts to MAWSD through professional affiliations and community outreach.

PLANNED GIVING ADVISORY COUNCIL CONTACT
Carter Weast
Senior Manager, Development
4995 Murphy Canyon Road, Suite 402
San Diego, CA 92123
cweast@sandiego.wish.org #619-274 -5214