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Move your donor-advised fund

Philanthropy that feels personal, because it is

At Pinellas Community Foundation, you are more than an account. You are a partner in impact. Move your donor-advised fund (DAF) to PCF and give with a dedicated philanthropic advisor at your side.

Why PCF

A donor-advised fund experience built around you

We offer a donor-advised fund (DAF) experience that is:

Personalized

You’ll work one-on-one with a dedicated philanthropic advisor who understands your values, goals, and legacy.

Local

Your giving stays close to home, supporting the causes that matter in Pinellas County.

Connected

Enjoy invitations to events that matter: nonprofit site visits, exclusive gatherings, and our signature Bus Tours.

Experienced

With 55+ years of community investment, we help your generosity do the most good.

Welcoming

Visit our Clearwater office anytime. Your questions are never too small.

Meg Lokey and Duggan Cooley of Pinellas Community Foundation, standing outdoors among tropical plants.
From our CEO
“We care about the community as much as you do. That’s what makes us the right partner.”
Duggan Cooley, CEO at PCF
Two smiling guests at an outdoor Pinellas Community Foundation gathering.
A better way to give

What a DAF at PCF gives you

Flexible giving

Contribute cash, stock, or complex assets.

Easy grantmaking

Online, by phone, or through your advisor.

Family engagement

Involve the next generation in your philanthropy.

Peace of mind

We vet all nonprofits to align with your intent.

Personalized support

Real relationships, not call centers.

Successor advisors

Name who carries your legacy forward.

What sets us apart

Everything that matters to you

When you choose PCF, you’re choosing trusted local partnership, personalized service, and a community-centered approach that national DAF providers simply can’t match.

Feature
Pinellas Community Foundation
Big banks & national DAFs
Personal Advisor

Online-only or call centers

Local Knowledge

Little or no local focus

Exclusive Invitations

Not available

Community Care

Profit-centered

Fee Impact

Fees go to shareholders

Visit Us

Limited or no local office

Minimum to Open

Similar

DAF transfer made simple

Three steps, and we walk with you through each one

Moving an existing donor-advised fund to PCF is a grant from your current sponsor to your new fund here. We’ll handle the details so you can focus on what matters most: your giving.

01

Connect with PCF

We’ll help you outline your giving goals and draft your new DAF agreement.

02

Sign and set up

You review and sign your new donor-advised fund agreement with us.

03

Recommend a transfer

Request a grant from your current DAF sponsor to fund your new DAF at PCF.

That’s it. Your fund will be up and running in no time, with a dedicated advisor ready to support your charitable journey.

Ready to explore your options?

Take the first step toward a simpler, more meaningful way to give

We’ll walk you through every step and coordinate with your financial team if needed. Fill out the form to be reached by a member of our team.

Meg Lokey, Vice President of Philanthropy

Meg Lokey

Vice President of Philanthropy

How can we help?

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