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.