At Pasadena Community Foundation, we recognize and value the critical role that professional advisors play in shaping their clients’ philanthropic journeys. We work in collaboration with you to help identify smart, flexible, and tax-efficient charitable strategies tailored to your clients’ unique goals.
A donor-advised fund (DAF) is a charitable giving account that allows individuals to make a tax-deductible donation, recommend grants to nonprofits over time.
A donor-advised fund is a simpler, lower-cost alternative to a private foundation that allows individuals to make charitable contributions, receive immediate tax benefits, and recommend grants over time, while a private foundation is an independent legal entity with more administrative requirements, governance responsibilities, and regulatory oversight.
The Memorandum of Charitable Intent (MOCI) is a proprietary and highly personalized planning tool offered by the Pasadena Community Foundation to individuals, families, and professional advisors during the estate planning process. It serves as a non-binding, flexible document that helps articulate a donor’s philanthropic goals—ensuring that their charitable legacy is carried out with clarity, intention, and impact.
An IRA Charitable Rollover allows individuals aged 70½ or older to donate up to $100,000 per year directly from their IRA to a qualified charity like the Pasadena Community Foundation, excluding the amount from taxable income while satisfying their required minimum distribution.
Over the course of its 70+ years assisting generous donors in the Greater Pasadena area, Pasadena Community Foundation has relied on partnerships with professional advisors. Explore ways that clients have met their charitable goals at PCF with the help of their advisors.
In 2021, Rob created a unique bequest for PCF with the help of his attorney Karla Berensten.
Parents honor their young daughter’s memory by using their Required Minimum Distribution.
An estate attorney maneuvers a trust’s stated intention of creating a private foundation with not enough funds to do so.
