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.