ADVISORS

PCF Advisors

Sustainability and Growth To Achieve Your Financial Goals

Pinellas Community Foundation serves as your premier resource for all philanthropic endeavors in Pinellas County and beyond. As a trusted partner, we assist your clients in achieving their charitable objectives. With extensive knowledge of the nonprofit landscape and key stakeholders, we help effectively realize your clients’ philanthropic goals.

Meg Lokey
Meg Lokey

Director of Philanthropy

How Can I Help?

We can amplify your client’s charitable impact, together.

Estate Planning Made Easy

Our Future Fund Agreements hold charities accountable to your clients’ goals and are easily modified by your clients at any time before taking effect.

Legacy Building Philanthropy

Instead of a private or corporate foundation, PCF has tools to help your client build the foundation of their legacy without the administrative work of starting a charity.

Expert Guidance

We know the charitable landscape and can identify the best opportunities to accomplish your clients’ charitable goals.

Peace Of Mind

With over 55 years of success, we are a trusted fiduciary with proven financial sustainability and growth

Your Partner in Charitable Planning

As a professional advisor, you serve your clients’ philanthropic wishes and often help direct their charitable contributions to worthy organizations to make Pinellas County, and our world, a better place in which to live and work. Pinellas Community Foundation (PCF) works with planned giving experts like you to put your clients’ donations to good use in a fiscally responsible manner in our community.

PCF works with professional advisors at firms of any size. You can better serve your clients who invest in philanthropic causes, and can benefit from the tax advantages of giving to a community foundation.

You receive personal, customized investment information through the planned giving experts at Pinellas Community Foundation. You and your clients will make a difference by assisting local organizations that provide significant impact in the community.

Strategic Support Through Pinellas Community Foundation

Imagine your clients want to create a legacy for good, whether that involves helping to alleviate childhood hunger or homelessness or providing the greater Pinellas community with opportunities for quality healthcare or education.

With broad expertise in planned giving and an in-depth knowledge of local nonprofits, Pinellas Community Foundation’s staff works with you to help establish impactful and long-term results from your clients’ charitable contributions.

The Funds of Pinellas Community Foundation

Your clients can choose from a breadth of funds, and begin enjoying the tax-saving benefits of their legacy as soon as they establish a fund (or combination of funds). The funds and distributions will reflect their planned giving goals. From homeless shelters to youth and elderly services to cultural education, these charitable dollars build an ongoing resource of support to address the causes and charities your clients care about most.

PCF Donate To Feast

VIEW OUR INSPIRE AWARD RECIPIENTS

Advisor Resources

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.

application

Donor-Advised Fund Application

PCF now offers an online application for Donor-Advised Funds. Start a fund today!

Tax guide

Tax Guide

View this simple guide with tax tables and helpful information for the 2023-2024 tax seasons to help you and your clients make a difference in Pinellas.

Donor Advised Funds Benefits

Donor-Advised Fund Benefits

Helpful, downloadable PDF’s outlining the benefits of Donor-Advised Funds through PCF.

Why Give

Why Donors Give To PCF

Informative, downloadable PDF outlining the benefits of donating.

4 Ways To Benefit

4 Ways To Benefit From Charitable Giving With PCF

Helpful, downloadable PDF’s outlining the benefits of donating.

Endowment Brochure

Endowment Brochure

Informational, downloadable brochure on the benefits of endowments through PCF.

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.