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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,
Fernando Gutierrez, CSPG
Director of Planned Giving
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
To learn more about IRA Rollover Gifts, click the Launch button.
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.
 | Bio for John
John Doran and his wife, Stephanie, were introduced to the Pinellas Education Foundation through the Stavros Institute and Enterprise Village. The Stavros Institute is a nationally-recognized learning facility dedicated to educating students in the free enterprise system. More on Bio for John >>. |
 | Bequests
Jack and Helen Garrett loved children and education. Jack was a well-known Pinellas County school administrator for more than thirty years and served as principal at Plumb Elementary, Kings Highway Elementary and 74th Street Elementary schools. More on Bequests >>. |
 | Bequests
Ten years ago, John and Lora Frick saw an article in their local paper about the Pinellas Education Foundation. More on Bequests >>. |
 | Leave Your Legacy
Most people think planned giving is only for the wealthy. Patricia Frizelle, a retired teacher from Amherst, New York and part-time Pinellas County resident, says that's just not so. More on Leave Your Legacy >>. |
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.
Fernando Gutierrez, CSPG
Director of Planned Giving |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me 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 gutierrezf@pinellaseducation.org.
If you are a professional advisor, you may take the following steps on this site.
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