Charitable planning is a meaningful way to support the causes you care about while creating opportunities for both you and your heirs. At HFG Trust, we help you develop a plan that reflects your values and maximizes your long-term impact, recognizing that generosity can take many forms—from annual gifts to legacy planning. Our team is here to ensure your giving is thoughtful, effective, and—perhaps most importantly—rooted in what matters most to you.
Client Spotlight: 3 Rivers Community Foundation – Generations of Impact
3 Rivers Community Foundation serves Benton and Franklin counties by helping individuals and families turn generosity into lasting local impact. Year after year, members of our community show how thoughtful planning and long-term stewardship can support causes that matter for generations. In partnership with HFG Trust, charitable funds are carefully managed so donor intentions are honored and investments remain aligned with each foundation’s mission and values.
Align Your Giving with Your Values
Charitable planning is a thoughtful and strategic way to bring your philanthropic goals to life, helping maximize the impact of your giving while also creating potential tax benefits for you and your heirs.
Our process begins by helping you define what generosity looks like in your life:
- What causes would you most like to support?
- How would you like your loved ones to be involved?
- What legacy do you want to leave behind?
Once we understand the who, what, and when behind your charitable goals, we help you design and implement a plan that aligns with your broader financial picture. Because your priorities can shift over time, we revisit these conversations regularly to ensure your plan continues to reflect what matters most.
Client Spotlight: Rehema for Kids – Creating Hope Across Continents
This image captures the heart of Rehema for Kids, a nonprofit organization and valued HFG Trust client. Their mission—to provide access to education, healthcare, and essential resources—brings hope and opportunity to underserved communities around the world.
As part of our commitment to charitable planning, we are proud to support organizations like this that lead with compassion and purpose. Their work not only transforms lives abroad—it also inspires generosity and purpose here at home.
To learn more about their mission or explore ways to get involved, we invite you to visit their website or stop by their local office in Kennewick, Washington.
What Makes HFG Trust Different?
While many advisors can recommend basic tax-efficient giving strategies, HFG Trust takes a more integrated approach. As Certified Financial Planners™, we incorporate charitable planning into a comprehensive strategy that includes tax planning, estate planning, and other elements of your financial life—working toward a more effective and enduring outcome.
Beyond building the plan, we also assist with the details that make it work. This includes facilitating gifts of appreciated investments, making Qualified Charitable Distributions (QCDs) from IRAs, naming charitable beneficiaries, and navigating changing tax laws. Our goal is to simplify the process, so your generosity can have lasting impact.
Trusted and Highly Rated
A Financial Process That Starts With You
At HFG Trust, we don’t believe in one-size-fits-all solutions. Our process begins with listening, understanding your goals, values, and life circumstances before offering any advice. From there, we develop a comprehensive strategy that aligns every piece of your financial picture: investments, tax planning, estate needs, and more.
As fiduciaries, we’re committed to transparency, not commissions. Every recommendation is tailored. Every decision is intentional. Every step is guided by what’s best for you.
Local Roots. National Perspective.
Headquartered in Kennewick, WA, HFG Trust proudly serves the Tri-Cities—Pasco, Richland, and surrounding communities, along with clients across Oregon and California. Whether you’re a pre-retiree in Richland, a business owner planning succession in Pasco, or a high-net-worth family in Kennewick, our approach stays personal, practical, and built for the long term.
Kennewick, WA
Headquarters offering full-service wealth management and fiduciary guidance in the heart of the Tri-Cities.
Berkeley, CA
Holistic wealth and estate planning for clients across California and beyond.
Roseburg, OR
Personalized financial advice and fiduciary planning for individuals, families, and business owners.
Insights That Move You Forward
Explore timely articles, market commentary, and practical guidance from the HFG Trust team. From retirement strategies to business transitions and estate planning, our expert resources are designed to simplify financial decisions and empower long-term confidence.
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Ready to Simplify Your Financial Life?
The first step in building a charitable plan is having a conversation—about what meaningful giving looks like to you, the legacy you want to leave, and the financial picture that supports it. At HFG Trust, we bring together expertise in financial, tax, and estate planning to help you create a strategy that’s both meaningful and effective.
When your giving is rooted in purpose and guided by thoughtful planning, it becomes more than a financial decision—it becomes a part of your legacy.
