How Charitable Remainder Trusts Fit into Advanced Tax Planning Strategies

For CPAs, tax advisors, and financial planners working with high-net-worth [...]

By |2026-04-07T19:30:35-04:00April 2, 2026|Community News & Insights, Donor News and Impact, Giving & Legacy Planning|Comments Off on How Charitable Remainder Trusts Fit into Advanced Tax Planning Strategies

Unlocking the Benefits of Establishing a Planned Legacy Fund for Your Family

Legacy giving by bequest totaled $45.84 billion in 2024, yet many [...]

By |2025-09-24T12:40:50-04:00September 24, 2025|Giving & Legacy Planning|Comments Off on Unlocking the Benefits of Establishing a Planned Legacy Fund for Your Family

Donor Advised Funds vs. Traditional Charitable Giving: What You Need to Know

Charitable giving is vital for sustainable philanthropy and wealth management, [...]

By |2025-07-31T12:59:40-04:00July 31, 2025|Giving & Legacy Planning|Comments Off on Donor Advised Funds vs. Traditional Charitable Giving: What You Need to Know

When Giving Feels Personal Again: Why More Donors Are Moving Their Donor-Advised Funds to PCF

Donor-advised funds (DAFs) offer a powerful way to manage charitable [...]

By |2025-08-20T08:29:41-04:00June 17, 2025|Donor News and Impact, Giving & Legacy Planning|Comments Off on When Giving Feels Personal Again: Why More Donors Are Moving Their Donor-Advised Funds to PCF

Together After the Storm: Relief, Resilience, and an Urgency to Prepare

When Hurricane Helene struck Tampa Bay last fall, it devastated [...]

By |2025-07-31T14:14:36-04:00May 29, 2025|Community News & Insights, Giving & Legacy Planning, Nonprofit Support and Resources|Comments Off on Together After the Storm: Relief, Resilience, and an Urgency to Prepare

PCF Bus Tour Brings Philanthropy to Life: Seeing the Impact

The PCF Bus Tour on Friday, April 25, brought our [...]

By |2025-06-05T09:28:54-04:00April 30, 2025|Community News & Insights, Donor News and Impact, Giving & Legacy Planning, Nonprofit Support and Resources|Comments Off on PCF Bus Tour Brings Philanthropy to Life: Seeing the Impact
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