Pinellas Community Foundation works alongside financial advisors, CPAs, and attorneys to simplify charitable planning. We bring the tools, local expertise, and administrative support; you stay the trusted advisor in the room.
Advisors are increasingly asked to help clients bring charitable giving into their financial plans. Doing it alone adds complexity, administrative burden, and risk to the relationship.
Whether your client is considering a donor-advised fund, a charitable remainder trust, or a long-term legacy strategy, our team helps structure solutions that align with their financial goals while you remain the trusted advisor at the center of the relationship.
We handle the operational details, so you can focus on advising your clients with confidence. Fees are reinvested locally into Pinellas County programs, grants to local charities, and community support, not to national shareholders or platform overhead.
Vice President of Philanthropy
We only contact your client in the way you specify, and never outside your introduction.
The same local team, the same tools, organized around the conversations each practice has most often.
Liquidity events, appreciated securities, and multi-year giving plans.
Donor-advised funds for appreciated securities and capital gains mitigation
Support for closely held stock, real estate, and pre-IPO shares
Online fund portal for client access, with clear and consistent reporting
Named philanthropic advisor for your client, not a support queue
Deduction timing, bunching, and complex asset gifts before year end.
Bunching and multi-year giving strategies
Immediate deduction on contribution, with grants recommended over time
Grant processing and IRS compliance handled by PCF
Audited financials and full governance transparency
Wills, trusts, income planning, and legacy intent with flexibility for heirs.
Charitable remainder trusts for income, estate reduction, and complex assets
Planned legacy funds that formalize charitable intent through a will or trust
Sample bequest language in the advisor resource library
No obligation to name specific organizations now
Your clients have access to Fidelity Charitable, Schwab Charitable, and other national donor-advised fund sponsors. We know that. Two things advisors often assume, and what is actually true.
Holding and granting is the smallest part of the job.
When your client gives through PCF, they are not routed to a call center or a generic online portal. They have a named relationship with a local team that knows Pinellas County’s nonprofits, needs, and community priorities in real time, and that does the due diligence before a grant goes out.
Named philanthropic advisor, not a support queue
Deep due diligence on local nonprofit grantees
Real-time community needs data
We work in the background or in the room, your call
No solicitation of your clients outside your introduction
Advisor resource library, from fund overviews to sample bequest language
PCF has served Pinellas County for more than 55 years, with audited financials and open governance.
Every fund is administered with audited financials and full governance transparency. Fees fund Pinellas programs rather than national infrastructure, and the same local team handles compliance, grant processing, reporting, and fund administration after every contribution.
Audited financials and full governance transparency
Platinum transparency rating from Candid
Fees stay in this community
Grant processing and IRS compliance handled for you
Years serving Pinellas County
Funds managed, with zero burden on your practice
Granted to local causes, not national overhead
Candid transparency rating
We reduce administrative burden, add local credibility, and give you a reliable charitable partner, without asking you to change how you work.
Solutions built for financial, estate, and tax planning conversations, from DAFs for liquidity events to CRTs for income planning and complex asset transfers.
DAFs for appreciated securities and capital gains mitigation
CRTs for income, estate reduction, and complex assets
Bunching and multi-year giving strategies
Support for closely held stock, real estate, pre-IPO shares
Your clients want their giving to matter. PCF brings decades of place-based intelligence, so you can speak credibly about local impact without doing the research yourself.
55+ years of Pinellas County nonprofit relationships
Due diligence and grantee vetting
Real-time community needs data
Guidance grounded in evidence, not assumptions
We handle everything after the contribution: compliance, grant processing, reporting, and fund administration, so you and your clients stay focused on strategy.
Grant processing and IRS compliance
Clear, consistent fund reporting
Online fund portal for client access
Responsive local team, not a call center
CJ Zygadlo, CPA, Senior Manager, Carr Riggs & Ingram
PCF offers nine fund types that align philanthropy with a client’s financial, tax, and legacy planning. Each fits into an existing advisory relationship. This is a quick reference; the recommendation comes from a conversation.
Reach out to Meg to talk through your client’s situation and get one recommendation, not a list.
Flexible charitable account. The client contributes, receives an immediate deduction, and recommends gifts over time.
Used when: managing a liquidity event, offsetting capital gains, a multi-year giving strategy, or bunching deductions.
Preserves principal while generating ongoing charitable support. Structured for permanence.
Used when: the client wants legacy planning, multi-generational impact, or sustained support over time.
Formalizes charitable intent through a will or trust. No obligation to name specific organizations now.
Used when: the client wants charitable giving in their estate plan with maximum flexibility for heirs.
The client designates a broad cause, such as education, environment, health, or food insecurity. PCF directs gifts within that field.
Used when: the client cares about a cause but prefers PCF’s local expertise to guide gift decisions over time.
Foundation-level control and family involvement without the operational and compliance burden.
Used when: the client wants the experience of a private foundation without the administrative cost.
Consistent long-term funding for one or more named nonprofit organizations selected by the client.
Used when: the client has strong loyalty to a specific organization and wants perpetual support.
Sets aside charitable assets for future community needs, economic shifts, or unforeseen priorities.
Used when: the client values prudent planning and wants charitable capacity without immediate commitment.
Formal, IRS-compliant structure for supporting students and education. Can involve family selection.
Used when: the client wants a family legacy in education or workforce development giving.
Irrevocable trust that provides the client income for life or a term, defers capital gains, and supports charity.
Used when: the client has appreciated assets, needs income, and wants estate reduction with charitable intent.
You decide how involved we are. We handle everything on the charitable side, keep you informed at every step, and never go around you.
Use the online referral form or reach a giving specialist directly. We only contact your client in the way you have specified.
We reach out within one business day, only in the way you have specified, to introduce PCF and understand their goals.
We keep you informed at every step. You decide how involved to be.
Once the fund is established, your client has ongoing access to a local philanthropic advisor and online fund management.
Most high-net-worth clients bring philanthropy into their financial strategy, and many look to their advisor to lead. This guide covers when to raise it, which vehicle fits, and how to execute with confidence.
PCF’s advisor resource library gives you the materials to introduce charitable planning with confidence, in the room with a client.
PCF honors the professional advisors who go beyond the transaction to help clients build a lasting charitable legacy.
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.
If a client is exploring charitable giving, legacy planning, or a complex gift, our team can support the conversation without stepping into your role.
