Thank you for your interest in Ploughshares Fund. Our hope is to serve you and your family with helpful information. We have an increasing number of supporters who are benefiting from life income gifts, pooled income funds, and other plans. Thank you for taking the time to explore the benefits of gift planning.
If you have any questions as you view this site, please contact us at (415) 775-2244 or dbunce@ploughshares.org - we are happy to assist you!
Weekly Article
Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Benefits for Family and Ploughshares Fund
There are different types of plans, many of which have wonderful benefits for the gift donors. These families have enjoyed increased income and generous tax savings while contributing to a cause they care deeply about. We invite you to meet these friends of Ploughshares Fund. Just click on the picture and you can view each story.
Generous IRA Gift Jerry Altman volunteers as a marketing consultant for a number of organizations in his community. Recently, Ploughshares Fund told Jerry about several grants focused on peace and conflict resolution education projects with students. Jerry was excited to help, and wanted to make a generous contribution. More on Generous IRA Gift >>.
Major IRA Gift In late 2006 Alan Appleford, of Oakland, California parlayed a 43-year-career with Bechtel Corporation into a significant tax-free gift to Ploughshares Fund. He used his Bechtel-funded IRA to substantially increase his annual gift to Ploughshares. The timing was not by chance... More on Major IRA Gift >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company some years ago. A larger company is now discussing the possibility of buying the smaller company, and Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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.
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 dbunce@ploughshares.org.
If you are a professional advisor, you may take the following steps on this site.
Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. 
Steps to Wise Giving