Planned Giving Services
TPF stands ready to help you with your Financial and Administrative needs. The resources necessary for tracking, reporting and administering Planned Gifts can be complex and expensive. At TPF our knowledgeable staff is equipped with the resources necessary to automate processes, while providing the individual customer attention you require. Let us make it easy for you. Our gift administration services include:
- Manage Charitable Trusts
- Provide Administrative Services for Charitable Gift Annuities
- Manage Donor Advised Funds
- Oversee “Designated” Donor Funds
- Process and liquidate gifts in the form of securities or other non-cash items
