A nonprofit serving other nonprofits

For over 90 years, we’ve made it our mission to help churches and nonprofits create legacies that last for generations. Watch this video to learn more about TPF.

Our legacy solutions

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. Our solutions include:

Donor-Advised Funds

With this flexible option, you make an irrevocable contribution, become eligible for an immediate tax deduction, then suggest distributions to the charitable organization(s) of your choice.

Charitable Remainder Trusts

This irrevocable trust has tax benefits, provides income for the remainder of your life, and at the end of your life the remaining assets could include income for children or designate heirs as well as your favorite charitable organization(s).

CHARITABLE GIFT ANNUITIES

Gift annuities provide tax benefits as well as guaranteed income for your lifetime. At the end of your life, the remaining assets are distributed to your favorite charitable organization(s).

ENDOWMENTS

This permanent, trusteed fund option is tax deductible and allows the donor to impose restrictions on when and how the funds are spent.

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The benefits of working with TPF

Discover why churches and nonprofits choose TPF to bring their legacy giving programs to life.

  • Low-cost, high-quality provider.
    We underwrite a portion of our operating costs with income from TPF’s own endowment fund.
  • Dedicated account management.
    An experienced administrator is assigned to manage each of our partners’ accounts.
  • We value pooled funds monthly.
    Our monthly valuations with quarterly distributions allow us to effectively manage our operating costs while still continuing to provide valuable investment services.
  • Transparent account access.
    As a TPF partner, you can access your account 24/7 through our secure client portal.
  • Aligned mission.
    We believe that we can make a difference in people’s lives by supporting the mission and ministry of our partners.

Our cost structure provides more dollars for your mission.

The net charge to pooled funds for TPF’s expenses in 2020 was less than 0.60%.

Meet the team

TPF’s dedicated staff supports our partners as they follow their convictions in efforts to achieve long-term goals.

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