PDS CARES is an initiative that uses financial contributions by our owners to make discretionary gifts to various causes throughout the year, promoting a giving spirit in our organization & community.


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 organization and community.

Why Do We Do It

It’s the right thing to do – and it’s personal. By developing and promoting our matching program, it supports our community. Further, it provides a sense of purpose for our team members. Each benefiting organization is personally selected by each team member, and that is important.

“It shows PDS has true participation in charitable giving. This aligns with so many of our client’s values.”

Kyle Euton, PDS Planning Portfolio Manager


Our Impact

Through June 2021, the company has pledged over $100,000 in contributions while giving more than $53,000 to 90+ local charities.

PDS Planning was named to the 2020 Columbus Business First Corporate Citizenship Top 100 list. PDS came in as the 8th smallest company on the list of 100, making the accomplishment a true testament to the spirit of philanthropy that permeates the company and each of its employees.

Organizations We Have Supported

  •   Asia’s Hope
  •   Flying Horse Farms
  •   Columbus Humane Society
  •   Ramble on Pearl
  •   Columbus Urban League
  •   James Cancer Hospital & Research Institute
  •   Big Brothers, Big Sisters of Central Ohio
  •   Alzheimer’s Association
  •   United Schools Network
  •   My Brother’s Workshop
  •   Lymphoma & Leukemia Foundation
  •   Ronald McDonald House
  •   MedVet Foundation
  •   Nationwide Children’s Hospital

 Learn more about the impact made by PDS Cares.  

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only.  Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy.  It is provided with the understanding that no fiduciary relationship exists because of this report.  Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice.  PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice.  If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives.  All rights reserved.