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. Vis sit PCF’s Fact Sheet Library for a broad range of donor and wealth management options available at Pasadena Community Foundation. The Fact Sheet Library allows you to view documents online or to download PDF versions.

Giving Option Information

DONOR ADVISED FUNDS — Explains the differences between expendable, investment and endowment funds along with tax benefits. View.

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. View.

Estate Planning — Details PCF’s unique Memorandum of Charitable Intent (“MOCI”) tool during the estate planning process. View.

RETIREMENT ASSETS – IRA CHARITABLE ROLLOVER — Describes the tax benefits of IRA Charitable Rollovers and how they work. View.

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

PCF-Related Information

ABOUT PCF — Explains more about PCF and how we help people support causes they care about. View.

THE POWER OF ENDOWMENT — Shows how impact grows as an endowment grows. Over time, the endowment will grant out more than the original bequest.  View.

CREATE an Endowment — Provides easy instructions for establishing a named endowment. View.

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

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