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Planned Gifts

Leave A Legacy Gift

There are several creative ways to support Pine Forge Academy Foundation.

While outright gifts are most immediately helpful, donors may also make a contribution through their estate plans.  As a result, donors may enhance financial security for themselves and their families, while also making a substantial commitment to strengthening the future of the Foundation’s Educational Scholarship Program.

Planned giving, sometimes referred to as gift planning, is a method in which your support enables you to make larger financial support rather than from your income.   As a donor to the Foundation, your planned gift can be established to provide for charity that use estate and tax planning techniques to provide for a gift and/or minimize its impact on your estate.

Whether you donate using cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan and other methods of substantially supporting Pine Forge Academy Foundation.  The benefits of funding a planned gift can make this type of charitable giving very attractive to both you and the Foundation.


What are the Tax Benefits of Planned Gifts?  

  • Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
  • Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer.
  • Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax. 


Please contact us if you need information and assistance about additional ways to give such as bequests, and gifts of assets such as stock or real estate.


Edward Pelote, M.D.

President / COO

Phone: 615.406.7374  or  edwardpelotemd@pfafoundation.org