Planned Giving Foundation

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Planned Giving Foundation (PGF), incorporated in 1991, is a nationwide public not-for-profit organization based in Castro Valley, CA. Specializing in a variety of financial development services, PGF helps parents transfer their legacy to their children while minimizing income and estate taxes.

Offering a range of services from technical support to total planned giving functions, PGF assists advocacy agencies, charities, professionals, and donors in navigating complex planned giving instruments. Their expertise lies in the development of Charitable Remainder Trusts, Charitable Lead Trusts, Foundations, Donor-Advised Funds, and more, tailored to individual needs and state-specific regulations.

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United StatesPlanned Giving Foundation

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