Client Materials

We recognize the importance of professional advisors in the charitable planning process and respect and work within the relationship you have with your clients. We hope the following materials will be helpful to you as you discuss charitable options with your clients.

Giving Option Information

DONOR ADVISED FUNDS — Explains the differences between expendable, investment and endowment funds along with tax benefits. [Download PDF]

DONOR ADVISED FUND VS. PRIVATE FOUNDATION — A comparison chart that quickly and clearly illustrates the advantages of giving to a community foundation verses a private foundation. [Download PDF]

BEQUESTS — Describes what constitutes a bequest and the unique options available by designating PCF as a beneficiary. [Download PDF]

RETIREMENT ASSETS – IRA CHARITABLE ROLLOVER — Describes the tax benefits of IRA Charitable Rollovers and how they work. [Download PDF]

CHARITABLE GIFT ANNUITIES — The Pasadena Community Foundation (PCF) is licensed to offer charitable gift annuities to benefit both PCF and other local charities.  [Download PDF]

PCF Related Information

WHAT IS PCF? — Explains more about PCF and how we help people support causes they care about. [Download PDF]

THE POWER OF ENDOWMENT — Shows how impact grows as an endowment grows. Over time, the endowment will grant out more than the original bequest. An example is the Cornelia L. Eaton Endowment for Assistance to the Elderly. The purpose of this fund is to support charitable organizations in the City of Pasadena which render assistance to, or whose operations are primarily for the benefit of, elderly persons. [Download PDF]

CONTACT INFORMATION — If you have any questions, please contact Dan Maljanian, Director of Development, at (626) 796-2097, ext. 8, or dmaljanian@pasadenacf.org.