40 Years of Impact
Continuing Our Commitment to Community Through PDS CARES
For four decades, PDS Planning has helped individuals and families build confidence in their financial future. As we celebrated our 40th anniversary, we wanted to mark the milestone in a way that reflected who we are—collaborative, client-centered, and deeply invested in the well-being of the communities we call home.
What began as a one-year celebration has grown into something much bigger. Our anniversary campaign reminded us that meaningful change happens when people come together. That spirit continues today through PDS CARES, our long-standing charitable giving initiative.
A Look Back: Celebrating 40 Years by Supporting Local Charities
In honor of our anniversary in 2025, we invited our clients, friends, and community members to help select a local organization to receive a PDS donation. The response was overwhelming, and we are grateful to everyone who participated.
Congratulations to the 40th Anniversary Community Recipient: Dublin Food Pantry
Dublin Food Pantry received the highest number of votes, reflecting the community’s belief in their mission to provide food, dignity, and support to neighbors in need. We were proud to make a contribution on behalf of our clients and our team.
But our giving doesn’t begin—or end—with this one campaign. It’s part of who we are.
PDS CARES: Our Ongoing Commitment to Giving Back
In 2015, PDS Planning formalized its charitable efforts through PDS CARES, a fund established with The Columbus Foundation. The goal was simple: create a lasting structure for community support that reflects our team’s values and amplifies our collective impact. Our team believes that financial planning is about more than numbers. It’s about people. Giving is a natural extension of that philosophy.
What PDS CARES Makes Possible
- Employee-driven generosity: Our team contributes to the fund throughout the year.
- Firm-matched contributions: PDS matches employee gifts dollar-for-dollar.
- Meaningful community impact:
- $172,000+ pledged through 2024
- $105,000+ donated
- 125+ local organizations supported
Our giving is intentional and aligned with what matters most to our people. Whether it’s animal welfare, children’s programs, food security, health and wellness, or education, each cause we support reflects the passion of someone on our team.
Spotlights: Stories of Giving
The Legacy Continues
Our 40th anniversary marked a milestone, but it also reaffirmed a truth that has guided us since 1985: when you build a firm focused on people—clients, employees, and community—your impact extends far beyond financial advice.
We look forward to the next 40 years of listening, supporting, and giving back