Steps to starting a nonprofit

What is a Donor-Advised Fund (DAF)?

A donor-advised fund (DAF) is a flexible, tax-efficient way to manage your charitable giving. It works like a charitable investment account, you contribute cash, stocks, or other assets, receive an immediate tax deduction, and recommend grants to the nonprofits you care about. Your contributions grow tax-free, allowing you to give more over time.

Why Choose a Donor-Advised Fund?

  • The most popular tax-efficient way to give
  • A tax-smart way to manage philanthropy
  • Maximize impact while simplifying your giving

At Pinellas Community Foundation. We Keep it Simple. Here’s How it Works:

  • GIVE
    Start your donor-advised fund with as little as $5,000 in cash, assets or investments.
  • GROW
    While you decide which charities to support, your donation grows tax-free, boosting your impact.
  • GRANT
    Recommend grants to IRS-qualified charities anytime and support what matters most.
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Are you a professional advisor? View our downloadable brochure.

Meg Lokey
Meg Lokey

Director of Philanthropy

How Can I Help?

The Tax-Smart Way to Give

A DAF allows you to donate appreciated assets without paying capital gains taxes while maximizing income tax deductions.

  • Cash:
    Deduct up to 60% of AGI

  • Publicly Traded Securities:
    Deduct up to 30% of AGI

  • Closely Held Stock or Real Estate:
    Deduct up to 30% of AGI
Duggan Cooley talking about tax benefits of donor advised funds with Donors
Simple Private Foundation Fund

DAF: Smart, Simple Charitable Giving with PCF

Take control of your philanthropy with ease! PCF’s secure online donor portal gives you 24/7 access to your fund, making it simple to manage your giving with confidence and convenience. With 24/7 Online Fund Management, you can:

  • Recommend grants anytime, anywhere
  • Track your giving history to stay organized
  • Make new contributions with ease
  • Check your fund balance at a glance
  • Download fund statements for financial planning
  • Connect with your PCF philanthropic advisor for expert guidance
  • Access your fund anytime from any device!

Strategic Giving: How DAFs & Bundling Work

Many donors are now choosing to “bundle” their charitable giving to take advantage of tax benefits while maintaining regular support for their favorite causes.

  • Bundle multiple years’ worth of donations in a single tax year to maximize deductions
  • Use your DAF to distribute grants over time while keeping your giving consistent
  • Optimize your tax strategy while continuing to support the nonprofits you care about
  • PCF Pro Tip: A DAF helps you give strategically, ensuring your philanthropy is both impactful and tax-efficient!
Private Foundation Fund
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Already Have a Donor-Advised Fund? Move to PCF with Ease.

If you already have a fund elsewhere, we can make the transfer process seamless and straightforward. Contact us today to discuss your philanthropic goals, and we’ll work with you to set up or transfer your fund to support your vision.

Pinellas Community Foundation works with you to create Nonprofit or Private Foundation conversion options to meet your needs.

Your Personal Philanthropic Advisor

When you partner with Pinellas Community Foundation, you gain a personal philanthropic advisor to help align your giving with your passions and build a lasting legacy. With $100M+ granted to local causes, our expertise empowers you to give with confidence.

The PCF Difference:

With a Donor-Advised Fund at PCF, you enjoy:

  • A personal philanthropic advisor

  • Invitations to exclusive events

  • Behind-the-scenes nonprofit tours

  • Invitation to PCF charity bus tours

  • Over 50 years of nonprofit expertise

MegDuggan

Ready to Learn More?

With PCF’s Donor-Advised Fund, you can streamline your philanthropy, maximize tax benefits, and make an even bigger impact.Contact our team to get started today!

Pinellas Community Foundation is a 501(c)(3) nonprofit organization registered with the state of Florida. A copy of the official registration and financial information for Pinellas Community Foundation (CH3646) may be obtained from the Division of Consumer Services by calling toll-free within the state 1-800-HELP-FLA (435-7352) or visiting www.FDACS.gov. Registration does not imply endorsement, approval, or recommendation by the state. Your gift may be tax-deductible; please consult your tax professional to explore your benefits.