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For Professional Advisors

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. Visit PCF’s Fact Sheet Library for a broad range of donor and wealth management options available at Pasadena Community Foundation.

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 Brochure PDF] [Download Application PDF]

PCF-Related Information

ABOUT 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.  [Download PDF]

Become an Endowment Builder — Provides easy instructions for establishing a named endowment. [Download PDF]

PROFICIENCIES AND PERFORMANCE – Provides an overview of PCF’s capabilities and track record, including assets and activities, oversight standards, and benchmark metrics. [Download PDF]

For more information or questions, please contact Jennifer DeVoll at (626) 796-2097, ext. 102, or jdevoll@pasadenacf.org.

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