CHARITABLE PLANNING GUIDE
FOR ADVISORS
A majority of high-net-worth clients incorporate philanthropy into their financial strategies, and many look to their advisors to lead that conversation. This guide gives you a clear, practical framework for doing exactly that — from identifying the right moment to introducing charitable planning, to selecting the right vehicle and executing with confidence.
Pinellas Community Foundation does not intentionally solicit or accept donations from
any “foreign country of concern” or “foreign source of concern.” Donations from these sources will not be accepted.
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.
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