Partner With Pinellas Community Foundation

Financial advisors are increasingly asked to help clients incorporate charitable giving into their financial plans—but doing so can add complexity, administrative burden, and potential risk to the advisor-client relationship. Pinellas Community Foundation works alongside advisors to simplify charitable planning, providing the tools, local expertise, and administrative support needed to serve clients effectively.

Whether your client is considering a donor-advised fund, a charitable remainder trust, or a long-term legacy strategy, our team helps structure solutions that align with their financial goals while allowing you to remain the trusted advisor at the center of the relationship. We handle the operational details, so you can focus on advising your clients with confidence.

Fees are reinvested locally into Pinellas County programs, grants to local charities, and community support — not to national shareholders or platform overhead.

When your client gives through PCF, they are not routed to a call center or a generic online portal. They have a named relationship with a local team that knows Pinellas County’s nonprofits, needs, and community priorities in real time.

We reduce administrative burden, add local credibility, and give you a reliable charitable partner — without asking you to change how you work.

Solutions designed for financial, estate, and tax planning conversations — from DAFs for liquidity events to CRTs for income planning and complex asset transfers.

Your clients want their giving to matter. PCF brings decades of place-based intelligence — so you can speak credibly about local impact without doing the research yourself.

We handle everything after the contribution. Compliance, grant processing, reporting, and fund administration — so you and your clients stay focused on strategy.

PCF offers nine fund types that advisors can use to align philanthropy with clients’ financial, tax, and legacy planning strategies. Each integrates smoothly into existing advisory relationships. Below is a quick reference — reach out to Meg to discuss which fits your client’s situation.

Flexible charitable accounts. Client contributes, receives immediate deduction, recommends gifts over time.

*Used when: Managing a liquidity event, offsetting capital gains, multi-year giving strategy, or bunching deductions.

Irrevocable trust that provides client income for life or a term, defers capital gains, and supports charity.

*Used when: Client has appreciated assets, needs income, and wants estate reduction with charitable intent.

Formalizes charitable intent through a will or trust. No obligation to name specific organizations now.

*Used when: Client wants charitable giving in their estate plan with maximum flexibility for heirs,

Foundation-level control and family involvement without the operational and compliance burden.

*Used when: Client wants the experience of a private foundation without the administrative cost.

Consistent long-term funding for one or more named nonprofit organizations selected by the client.

*Used when: Client has strong loyalty to a specific organization and wants perpetual support over time.

Client designates a broad cause (education, environment, health, food insecurity). PCF directs gifts within that field.

*Used when: Client cares about a cause but prefers PCF’s local expertise to guide gift decisions over time.

Preserves principal while generating ongoing charitable support. Structured for permanence.

*Used when: Client wants legacy planning, multi-generational impact, or sustained impact over time.

Formal, IRS-compliant structure for supporting students and education. Can involve family selection.

*Used when: Client wants family legacy in education or workforce development giving.

Sets aside charitable assets for future community needs, economic shifts, or unforeseen priorities.

*Used when: Client values prudent planning and wants charitable capacity without immediate commitment.

You decide how involved we are. We handle everything on the charitable side, keep you informed at every step, and never go around you.