PG&E Publications

Perspectives Newsletter
We are proud to pay tribute to the individuals and families who have contributed to the future of UJA-Federation and the Jewish community.

Perspectives Spring 2007 (PDF)
Perspectives Fall 2005 (PDF)
Perspectives Spring 2001, front (PDF)
Perspectives Spring 2001, back (PDF)
Perspectives Fall 2000, front (PDF)
Perspectives Fall 2000, back (PDF)

Tax Planning Tips for Professional Advisors
Do you want to know more about charitable planned giving and keep abreast of the latest products and regulations? Do your clients sometimes have questions you can't answer? Think of us as your in-house Charitable Planned Giving Department.

Tax Planning Tips Fall 2006 (PDF)
Tax Planning Tips Fall 2004 (PDF)
Tax Planning Tips 2002, front (PDF)
Tax Planning Tips 2002, back (PDF)

Informational Brochures
Through PG&E, we can fulfill your financial and retirement needs by matching one of our gift choices to your particular circumstances.

Women and Money (PDF)
Will Kit (PDF)
Planned Giving Glossary (PDF)

The material contained on this page is for informational purposes only and should not be construed as legal or other tax advice. Individuals are urged to consult their professional advisors when considering planned-giving transactions. Contributions to UJA-Federation are eligible for the maximum income and estate-tax charitable deductions available for gifts to a public charity.