Why Should Your Clients Give Through The Pasadena Community Foundation, Their Local Community Foundation?

	They are interested in creating a personal or family legacy in their community.
	They are considering the creation of a private foundation, but are concerned about the administrative cost and complexity. (see our comparison chart)
	They want to stay personally involved in the use of their gift dollars.
	They give to more than one charitable cause.
	They want to receive maximum tax benefits for their charitable contributions under federal law.
	They place a priority on sound financial management of their contributions.

The Pasadena Community Foundation Can Provide A Charitable Solution For Your Clients:

Establishing a private foundation
Your client is thinking about establishing a private foundation, but is looking for a simpler, more cost efficient alternative. The Pasadena Community Foundation can help you and your client analyze the pros and cons of creating a Donor Advised Fund vs. a private foundation.

Year-end tax planning
Your client just earned a large bonus and wants to give a portion back to the community, but has no time to decide on the most deserving charities. Recommending the establishment of a Donor Advised Fund through the Pasadena Community Foundation, will provide your client with an immediate tax deduction, and the ability to stay involved in recommending current and future uses for the gift.

Preserving an estate
The Pasadena Community Foundation can work with you and your client to reduce his/her taxable estate through a charitable bequest or other planned gift. You client's gift will create a legacy of caring in the community that stays true to his/her charitable intent forever.

Closely held stock
Your client’s personal net worth is primarily tied up in a closely held company, but it’s important for him/her to give back to the community. You may recommend establishing a Donor Advised Fund or a planned gift so that your client is eligible for a tax deduction measured by the fair market value of appreciated stock (less any planned gift value).

Sale or disposition of highly appreciated stock
Your client has appreciated stock and wants to use a portion of the gains for charitable giving, but the identified charities are too small to accept direct stock gifts. Suggest establishing a fund at the Pasadena Community Foundation with a gift of appreciated stock. Your client receives a tax deduction on the full market value, while avoiding capital gains tax that would otherwise arise from the sale of the stock. Your client can even be involved in recommending uses for the gift, including the organizations and programs he/she cares about most.

Substantial IRA/401K assets
Your client wants to leave his/her estate to community and family, and has substantial assets in retirement accounts. The Pasadena Community Foundation can help you and your client evaluate the most beneficial asset distribution to minimize taxes, giving more to his/her heirs and preserving charitable intent.

Retiring in comfort
Your client is concerned about running out of money during his/her lifetime, but has always been charitable. Recommend establishing a life income gift (such as a charitable remainder trust) at the Pasadena Community Foundation that pays income potentially for life. Upon your client’s death, the gift can be distributed by the Pasadena Community Foundation in accordance with his/her charitable interests.

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