Planned Giving Foundation - Castro Valley, California

The Planned Giving Foundation is a consultation firm that specializes in helping individuals and organizations with their charitable giving plans. With a focus on legacy planning, the foundation assists its clients in making informed decisions about their charitable contributions, ensuring that their giving aligns with their values and financial goals.

Located at 4061 E Castro Valley Blvd, Castro Valley, CA 94552, the Planned Giving Foundation is easily accessible with a wheelchair-accessible entrance and parking lot. You can contact them by phone at 52741804 or visit their website at plannedgivingfoundation.org for more information.

At the Planned Giving Foundation, the team of experienced consultants works closely with each client to understand their unique needs and goals. They provide guidance on a range of topics, including tax planning, estate planning, and charitable giving strategies. With a focus on education and transparency, the foundation empowers its clients to make informed decisions and build a lasting legacy.

One of the key benefits of working with the Planned Giving Foundation is their expertise in the field of charitable giving. The foundation's consultants have a deep understanding of the various charitable giving vehicles available, such as donor-advised funds, charitable remainder trusts, and private foundations. They can help clients evaluate the pros and cons of each option and choose the one that best fits their needs.

Another advantage of working with the Planned Giving Foundation is their commitment to personalized service. Each client receives individualized attention and guidance, ensuring that their giving plan is tailored to their specific goals and values.

While there are currently no reviews for the Planned Giving Foundation on Google My Business, this should not be seen as a negative factor. As a consultation firm that focuses on legacy planning, the foundation works with clients over the long term and may not have as many quick, public reviews as other businesses. However, their commitment to education, transparency, and personalized service speaks volumes about the quality of their work.