We help parents transfer their legacy to their children without the burden of income and estate taxes.

TRUST EARNED The Planned Giving Foundation (PGF), incorporated in 1991, is a nationwide, public, not-for-profit organization providing financial development services to charities, professionals and donors. We offer a range of services from technical support to outsourcing of total planned giving functions. We assist advocacy agencies and charities in understanding complex planned giving instruments, while providing donor-sensitive assistance to individuals, including their financial advisors as needed.

PGF specializes in the development of:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Foundations
  • Donor-Advised Funds
  • Family Partnerships
  • Charitable Gift Annuities*
  • Pooled Income Funds
  • Family Partnerships
  • Bequests
  • *Availability may vary from state to state.