In 2015, PDS Planning established PDS CARES, a charitable fund with the Columbus Foundation.
Financial contributions from our employees are matched by our business to forge a partnership of giving that increases the well-being of the communities we serve.
Through December 2025, the company has pledged over $207,000 of contributions while giving more than $135,000 to 138 local charities.
As part of our 40th anniversary celebration, PDS Planning invited clients, colleagues, and community members to help us make an impact by voting for local nonprofits that reflect our shared values of service and community well-being. After weeks of enthusiastic participation (thank you!), we are proud to announce that Dublin Food Pantry received the highest…
Dublin Food Pantry Julie Erwin Rinaldi June 2025 Dublin Food Pantry: Fulfilling a Mission of Nourishment, Dignity, and Hope For four decades, PDS Planning has committed itself to more than financial guidance; we have always believed deeply in making meaningful contributions to our community. As we celebrate our 40th anniversary, this commitment shines through a special…
Stop the Suffering Lynne Aronson June 16, 2025 Stop the Suffering: Giving a Second Chance to the Forgotten For four decades, PDS Planning has committed itself to more than financial guidance; we have always believed deeply in making meaningful contributions to our community. As we celebrate our 40th anniversary, this commitment shines through a special charitable…
A Kid Again Jared Buerger, Director of Development | Kevin Doll, CFP®, Senior Financial Advisor June 13, 2025 Celebrating A Kid Again: Creating Joyful Memories For four decades, PDS Planning has committed itself to more than financial guidance; we have always believed deeply in making meaningful contributions to our community. As we celebrate our 40th anniversary, this…
To commemorate 40 years of thoughtful planning and enduring relationships, PDS Planning is launching a charitable giving initiative that reflects the values we—and our clients—hold dear: community, compassion, and connection. We’re proud to spotlight three remarkable organizations that make a difference in the lives of others, each selected by our team for their impact and…
In the aftermath of the devastating hurricanes Helene and Milton, PDS CARES decided to make a donation to World Central Kitchen, a renowned non-profit organization that provides food relief in the wake of natural disasters. Hurricanes Helene and Milton left a trail of destruction across the southeastern United States, with Helene making landfall as a…
Market Commentary, PDS CARES, Taxes
Published: 3/19/2024 While people often think about charitable giving around the end of the year, planned giving strategies can and should be discussed and optimized year-round. Today, individuals and families are increasingly seeking to incorporate philanthropy into their financial plans to help maximize their impact and wealth goals. Types of Charitable Contributions Charitable contributions are…
Through PDS Cares each team member personally selects organizations they wish to make discretionary donations to throughout the year. By encouraging and facilitating employee donations, we not only support our community, but also offer a sense of fulfillment to our team members. PDS Cares has contributed to over 100 organizations, many of which have received…
Beyond Your Finances, PDS CARES
It’s no secret that all of us at PDS Planning care about our community. In fact, giving back to our community and the causes we care about is at the core of who we are. Founded in 2015, PDS CARES is a charitable fund with the Columbus Foundation that puts into action our commitment to…
What is PDS CARES At PDS Planning, we utilize financial contributions from our owners to make discretionary donations to various causes throughout the year. Engaging our staff to offer their opinions on the charitable organizations they personally endorse, not only boosts internal morale, but also fosters a philanthropic culture throughout our organization. Why Do We…
PDS CARES Supports The Dublin Food Pantry Founded in 2015, PDS CARES is a charitable fund with the Columbus Foundation that puts into action our commitment to a mission of giving. PDS Planning “is committed to giving back to the communities we live and work in” explains Shareholder and Wealth Manager, Jamie Menges, CFP®, CPA.…
PDS Planning Recognized as One of Ohio’s Most Generous Companies PDS Planning is proud to once again be named to the Columbus Business First Corporate Citizenship Top 100 list. This annual ranking recognizes the generosity of the Central Ohio business community who gives the most cash contributions to local nonprofit organizations. This recognition is a…
What is PDS CARES Financial contributions by our owners are used to make discretionary gifts to various causes throughout the year. By involving our staff to weigh in on those organizations that they personally support, it also increases a sense of internal goodwill at PDS Planning and also helps embrace a giving spirit throughout our…
A Glass Half Full: Supporting the 5KforJK to Find A Cure for Parkinson’s Disease In 2015, PDS established PDS Cares, a charitable fund with the Columbus Foundation through which PDS matches employees’ financial contributions to organizations of their choice. PDS Cares was created to allow our team to increase the well-being of the communities we…
A few years ago, PDS Planning had the opportunity to volunteer at The Ronald McDonald House Charities of Central Ohio through their Team Cuisine program. Making and serving breakfast as a team at the nation’s second largest RMHC was inspiring, to say the least! On behalf of the whole PDS team, Jamie Menges, CFP®, CPA,…
