Use this form to introduce a client who may benefit from charitable planning support through Pinellas Community Foundation. We will coordinate with you and respect the advisor–client relationship at every step.
PCF does not solicit referred clients outside the scope of this introduction.
at every step.
at every step.
outside the scope of this introduction.
Call or email before you send a referral.
Compare fund types and giving options with a client sitting beside you.
How a CRT works through PCF and when it fits a client’s plan.
How PCF works with financial advisors, CPAs, and attorneys.
