ADVISORS
A Trusted Philanthropic Partner for You and Your Clients
Pinellas Community Foundation works alongside professional advisors to help clients give strategically, locally, and with confidence. We provide charitable tools, local insight, and administrative support that make philanthropy easier to integrate into financial, estate, and tax planning, while keeping you at the center of the client relationship.
Designed to Support Your Practice
You help clients navigate complex financial decisions. Philanthropy is often one of them.
PCF partners with advisors to offer charitable solutions that align with clients’ values, tax strategies, and long-term goals, while removing administrative burden and providing deep local knowledge of community needs.
How We Support You and Your Clients
Charitable Tools That Fit Into Planning Conversations
We help you integrate philanthropy seamlessly into your existing advisory work.
- Donor-advised funds as flexible, tax-efficient giving vehicles
- Support for complex assets, including appreciated securities and other non-cash gifts
- Endowment and legacy options for long-term charitable intent
- Grantmaking support aligned with client priorities
Each solution is structured to complement broader estate, tax, and wealth strategies.
Local Insight You Can Trust
Your clients want their giving to make a real difference. PCF brings decades of place-based knowledge to the conversation.
- Understanding of local nonprofits and community needs
- Due diligence and grant oversight
- Access to data, trends, and community insights
- Guidance grounded in evidence, not assumptions
This allows clients to give with confidence, and advisors to speak credibly about local impact.
Administrative Ease, Clear Reporting
We handle the operational side of charitable giving so you and your clients can focus on strategy.
- Grant processing and compliance
- Clear, consistent reporting
- Ongoing fund administration
- Responsive support from a local team
Your clients gain simplicity. You gain a reliable partner.
Working With PCF
Flexible Engagement, Your Way
Advisors work with PCF in the way that best fits their practice and clients.
We adapt to your workflow, not the other way around.
Charitable Structures to Support Client Goals
Pinellas Community Foundation offers a range of charitable fund options that advisors can use to align philanthropy with clients’ financial, tax, and legacy planning strategies. Each structure is designed to provide flexibility, clarity, and long-term impact, while integrating smoothly into existing advisory relationships.
Donor-Advised Fund
Flexible charitable accounts for strategic giving
Donor-advised funds allow clients to make a charitable contribution, receive an immediate tax benefit, and recommend grants over time. Advisors often use DAFs to help clients manage fluctuating income, offset capital gains, or structure multi-year giving strategies while maintaining flexibility as priorities evolve.
Unrestricted Fund
Flexible giving guided by community priorities
This fund enables PCF to direct resources where they are needed most as community priorities evolve. Advisors may recommend this option for clients who want broad impact, local responsiveness, and confidence that funds will be deployed based on current data and community insight.
Endowment Fund
Long-term giving designed for permanence
Endowment funds are structured to provide ongoing charitable support while preserving the fund’s principal. Advisors often use this option with clients interested in legacy planning, multi-generational impact, or sustaining support for causes over time.
Planned Legacy Fund
Charitable intent integrated into estate planning
A Planned Legacy Fund allows advisors to help clients formalize charitable goals through a will or trust. This option is often used in estate planning conversations where clients want flexibility during their lifetime and a clear, enduring charitable impact after death, without creating administrative complexity for heirs.
Field of Interest Fund
Giving aligned with values, guided by local expertise
Field of interest funds allow clients to support causes they care about, such as education, the environment, or health, while relying on PCF’s local knowledge to direct grants where they are most effective. Advisors often use these funds for clients who want impact without managing individual grant decisions.
Simplified Private Foundation Fund
Foundation-style control, without the operational burden
This fund offers clients many of the benefits of a private foundation, including grant recommendation and family involvement, while reducing administrative, compliance, and cost barriers. Advisors often recommend this structure when clients want control and visibility without managing a standalone foundation.
Designated Fund
Ongoing support for specific organizations
Designated funds are used when clients want to provide consistent, long-term funding to one or more named nonprofits. Advisors frequently recommend this option for clients seeking continuity, simplicity, and assurance that charitable intent is honored over time.
Reserve Fund
Preparedness for future or unexpected needs
A reserve fund allows clients to set aside charitable assets to respond to future community needs, economic shifts, or unforeseen circumstances. Advisors may suggest this structure for clients who value flexibility and prudent planning while maintaining a philanthropic focus.
Scholarship Fund
A structured approach to educational giving
Scholarship funds provide a formal, compliant way for clients to support students and educational access. Advisors often recommend these funds for clients interested in legacy planning, family involvement, or aligning philanthropy with workforce development and community advancement goals.
Why Advisors Choose PCF
Advisors choose Pinellas Community Foundation for our role as a steady, independent partner that strengthens client relationships and simplifies charitable planning.
Our role is to support thoughtful philanthropy, not to compete for relationships.
Start a Conversation
Connect with our team to discuss client needs, charitable planning strategies, or ways we can support your advisory practice.
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Tools to Support Client Conversations
Pinellas Community Foundation is your partner in philanthropy. We provide a variety of resources that make your clients’ charitable wishes a reality. From one-on-one consulting to an online donor-advised fund application, planned giving is easier with PCF.
Community News & Insights,Donor News and Impact,Giving & Legacy Planning,Nonprofit Support and Resources
PCF Bus Tour Brings Philanthropy to Life: Seeing the Impact
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.
