Legacy Solutions for Individuals

Solutions built for creating lasting legacies

TPF offers a carefully developed collective of planned giving opportunities that exist to enable and expand mission, along with the added benefits of tax deductions and low-cost asset management. We keep your costs down and your legacy held high. With TPF, you’ll have a close partner that’ll ensure your legacy giving plan is a simple process that best meets your needs.

These legacy giving opportunities work to support a number of successful legacy giving programs. Are you ready to build a legacy giving program that lasts? CLICK HERE to learn more!

Each of our legacy solutions offers unique benefits for our partners:

Donor Advised Funds

A low-cost, flexible vehicle for charitable giving

Charitable Gift Annuities

Leave your legacy while you continue to receive income today

Charitable Remainder Trusts

Meet current financial goals and provide stewardship in the future


Support your favorite charity for years to come

Compare below to determine which option is right for your mission:

Donor Advised FundsCharitable Gift AnnuityCharitable Remainder TrustEndowments
Cost to InitiateFreeFreeLegal FeesFree
Assets to BeginCash, marketable securitiesCash, marketable securitiesCash, marketable securitiesCash, marketable securities
Minimum Size (TPF)$1,000$5,000$50,000$1,000
How InvestedTPF Investment Portfolio OptionsTPF Balanced FundTPF Investment Portfolio OptionsTPF Balanced Fund
Income to DonorNoPartialPartialNo
Charitable DeductionsYesPartialPartialYes

God will open the windows of heaven for you and pour down a blessing until there is no more need.