Your Legacy at PFG
Your legacy can help protect the falls, the forest, and the quiet magic of this place, ensuring Pearson's Falls and Glen remains a sanctuary for the families, wanderers, and quiet seekers who will discover it long after we're gone.
We are honored that you are considering a gift to Pearson’s Falls & Glen.
The following are examples of legacy gifts we accept. However, since every situation is different, we recommend checking in with your attorney, accountant, or financial advisor along the way. But we'd love to be part of the conversation.
Cash Gifts
The simplest way to help sustain the Glen. Checks can be made out to Pearson's Falls and Glen.
Stocks, Bonds, and Mutual Funds
Donating appreciated securities can offer meaningful tax benefits. We're set up to accept stock and bond transfers efficiently through our broker relationships, and can often arrange reduced or waived commission fees.
Bequests
A gift through your will or trust is a powerful way to leave a legacy at the Glen. You might name Pearson's Falls and Glen as a residual beneficiary, designate a specific dollar amount or asset, or set up a named fund now that's funded later through your estate plan.
Charitable Remainder Trusts
Setting up a charitable remainder trust can provide you (or other beneficiaries) with income for life, plus an immediate tax deduction, while the remaining assets ultimately support the Glen. Unitrusts adjust payments based on trust value; annuity trusts pay a fixed amount. We can serve as trustee, working with a professional investment manager, or you're welcome to name us as charitable beneficiary under a trust administered elsewhere.
Retirement Plan Assets
Naming Pearson's Falls and Glen as a beneficiary on your IRA, 401(k), or similar account (whether primary or contingent) is done through your plan's beneficiary designation form, not your will. Because these assets can carry unfavorable tax consequences when inherited, they're often an efficient choice for charitable giving. Your advisor can help you weigh this option.
Assets from Private Foundations
If you manage a private foundation, transferring its assets into a fund at Pearson's Falls and Glen can reduce administrative burden while preserving the foundation's name and charitable intent, with the added benefit of more favorable tax treatment as a public charity.
Supporting Organizations
We can help you set up a closely affiliated grantmaking entity with its own governing board, structured to support the mission of Pearson's Falls and Glen long-term.
For more on any of these options, fill out the form below.