A Planned Legacy Fund at Pinellas Community Foundation lets your charitable vision live on, funding impact now and forever.
A Planned Legacy Fund at Pinellas Community Foundation allows you to:
With over 55 years of leadership in Pinellas County, PCF offers exceptional oversight through low fees and diversified investments. We bring deep community insight to connect your gift with real needs, offer versatile giving options, including real estate and complex assets, and steward every contribution with accountability and integrity.
You can direct your gift to specific causes like animals, hunger, or education, or support PCF’s Community Impact Fund, which flexibly addresses the region’s greatest current needs.
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Keep your assets during your lifetime
No immediate cost or tax impact
Make a larger gift than may be possible today
Create a named fund or honor a loved one
Enjoy tax advantages for estate planning
Inspire others through your generosity
Provide permanent support through an endowment structure
Each of these is a way to join the Legacy Society.
A gift to PCF in your will or trust.
Name PCF as a beneficiary of your retirement account.
A trust with two beneficiaries: people first, then charity.
Name PCF as a beneficiary of a life insurance policy.
A trust that supports charity first, then passes what remains to the people you name.
Your endowed gift provides permanent income for your chosen nonprofit, supporting their mission year after year. The principal stays intact while earnings fund annual grants. If the organization changes or closes, PCF ensures your support continues in alignment with your wishes.
Join through a legacy gift, no minimum required.
We understand that priorities shift. If you want to support a different charity after finalizing your will, PCF allows easy updates, without legal fees. Since your will names PCF as the beneficiary, we simply amend your Future Fund Agreement.
It’s simple, flexible, and stress-free.
With PCF’s Planned Legacy Fund, you can streamline your philanthropy, maximize tax benefits, and make an even bigger impact. Contact our team to get started today.
Have questions or want to talk it through? Email Meg Lokey at ml****@********cf.org or call 727-306-3142.
Pinellas Community Foundation
23-7113194
501(c)(3) nonprofit under Florida law
17755 US Hwy 19 N, Ste 150, Clearwater, FL 33764
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