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.

 

Five Advantages for Your Clients

  1. Contributions tailored to donors’ specific interests through a range of financial instruments.
  2. Maximum tax advantages allowed for charitable gifts under federal law
  3. Clients can establish and grow their charitable funds, in any amount, while building their family legacy
  4. A variety of assets accepted for charitable contributions
  5. Donations may grow in perpetuity or be disbursed as preferred by your client.

I’m Logan It, Donor Advised Philanthropic Fund

“Our attorney suggested we look into the Pinellas Community Foundation (PCF), which turned out to be the perfect fit.” Read more >

Meet Our Team

Duggan Cooley

CEO

David Bender

Director of Grants and Operations

Become a Strategic Partner
with Pinellas Community Foundation

The staff and board of Pinellas Community Foundation are ready to work with you and your clients. To explore philanthropic options for your clients, please call 727-531-0058 or use the form below to email us.