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The Pinellas Education Foundation...Changing Lives Through Learning
Welcome to the Pinellas Education Foundation's Planned Giving Site!
Thank you for your interest in the Pinellas Education Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Pinellas Education Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
If you've ever wondered how a particular gift plan, such as a charitable gift annuity, might work for you and your specific situation please click on the What Gift Plan Works for Me button at the top right corner of the page. What Gift Plan Works for Me allows you to put information in confidentially and see the general tax benefits and income you would receive through a particular gift.
If you would like more information after visiting What Gift Plan Works for Me or would like a confidential consultation, please feel free to give me a call at 727-588-4816.
Sincerely,
Pinellas Education Foundation
Note: All information in this site is intended for educational purposes only, if you are interested in a particular gift, please consult your financial advisor.
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
Benefits For Family and the Pinellas Education Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
| Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact herringg@pinellaseducation.org.
If you are a professional advisor, you may take the following steps on this site.
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Hazel decided it was time to clean up and paint her bedroom. What better time than autumn? So, with the fall colors in mind, she drove to her favorite paint store that happened to have a few colorful trees in its parking lot. 
