Planned Giving

Planned Giving









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Welcome to our planned giving website. The link below will take you to a planned giving website that we have permission to use because of The Foundation's relationship with Midwestern Securities Trading Company. The pages of this website will provide you with information about ways you can make a gift to The PBL Endowment Fund ...enjoying valuable tax benefits and leaving a legacy at the same time.

If you have specific questions, you can use the contact button within the planned giving pages. The contact information will indicate you are contacting MSTC when in reality, through the wizardry of digital communications, you will be contacting the members of your local PBL Education Foundation.

How to Give

How to Give

Learn how to make a gift that provides tax benefits and even life income.
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What to Give

What to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn About Wills

Learn About Wills

There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
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Endowment Fund’s governing policies

Endowment Fund Spending Policy

Endowment Fund Gift Acceptance Policy

Endowment Fund Investment Policy

For more information about The Foundation’s Planned Giving Program, contact Endowment Fund Committee Members, Robin Niewold, Carl Hudson, Jr. or Ross Sorensen at: endowment@pblfoundation.org


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