www.tpf.org
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.
Leave your legacy while you continue to receive income today
Meet current financial goals and provide stewardship in the future
| Donor Advised Funds | Charitable Gift Annuity | Charitable Remainder Trust | Endowments | |
| Cost to Initiate | Free | Free | Legal Fees | Free |
| Assets to Begin | Cash, marketable securities | Cash, marketable securities | Cash, marketable securities | Cash, marketable securities |
| Additions | Yes | No | Yes | Yes |
| Minimum Size (TPF) | $1,000 | $5,000 | $50,000 | $1,000 |
| How Invested | TPF Investment Portfolio Options | TPF Balanced Fund | TPF Investment Portfolio Options | TPF Investment Portfolio Options |
| Income to Donor | No | Partial | Partial | No |
| Charitable Deductions | Yes | Partial | Partial | Yes |