Planned Giving

Planned gifts provide a legacy of freedom for you and a bright future for PLF. You will find a number of resources here to help you make a bequest in your will or living trust. You can also explore creating a gift of appreciated assets such as stocks or property that will provide a secure, lifetime income stream for you and your family and significant income tax savings and estate tax benefits. We are here to help you and your advisors create a plan that best meets your needs.

Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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IRS Warns of Scam Targeting Tax Professionals
Washington News
On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of...
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