Partner with PCF

Charitable donations are probably an important part of your clients’ comprehensive wealth management strategy. The Pasadena Community Foundation offers a variety of charitable funds that can help your clients have immediate impact, develop a long-term legacy, or create a fund for the future through their estate plan.

Some of the most popular options include:

• ENDOWMENTS — Clients can create a named fund to benefit Pasadena in perpetuity with an affordable commitment of $10,000.

• Donor Advised Funds — Donor Advised Funds direct money to any qualified nonprofit in the United States. Donor Advised Funds, or DAFs, can be expendable, invested, or endowed, depending on your client’s needs. And, if your client establishes a DAF in the amount of $250,000 or more, you can retain the assets under management. Download PCF’s Investment Partnership Program flyer to find out more.

• Planned Giving — PCF will work closely with you to help create charitable planned and estate gifts that support your client’s specific legacy goals. PCF’s Memo of Charitable Intent is a flexible tool that allows clients to add charitable intent to their estate plan and change it at any time.

• Charitable gift annuities — PCF is licensed to offer charitable gift annuities to benefit both PCF and other local charities. Learn more.

To make sharing these options and other important facts about PCF with your clients easier, the foundation offers a complete Fact Sheet Library. 

Tax Benefits

The Pasadena Community Foundation is a 501c3 public charity which provides maximum tax benefits to your clients and our donors.

Financial Information

Information on investment performance and fee schedule can be found on the Financial Information page.

Track Record of Success

With 70 years of experience, PCF has an impressive professional track record of stewardship. Currently, we manage over 450 charitable funds which total more than $150 million. We are also accredited by the Community Foundations National Standards Board.

“Meeting the National Standards benchmarks is a rigorous, comprehensive process,” said Randy Royster, Chair of the Community Foundations National Standards Board. “This accreditation is a significant accomplishment that indicates Pasadena Community Foundation demonstrates a commitment to transparency, quality, integrity and accountability as it carries out its mission.”

The National Standards for U.S. Community Foundations® program requires community foundations to document their policies for donor services, investments, grantmaking and administration. The program is designed to provide quality assurance to donors, as well as to their legal and financial advisors.

PCF is also a member of the League of California Community Foundations, a membership which requires accreditation by the Community Foundations National Standards Board.

Professional Advisors Committee

Our Professional Advisors Committee educates the professional community about the Pasadena Community Foundation and its relationship to charitable giving. A mix of estate attorneys, accountants, and investment advisors, the Committee advises PCF Staff and Board about strategies and messages for attracting professional advisors and others in the planned giving community and also provide technical assistance when necessary.

If you have any questions, please contact Jennifer DeVoll at (626) 796-2097 ext. 2, or jdevoll@pasadenacf.org.