PARTNERING FOR
IMPACTFUL GIVING
Benefits of Working with PCF
Personalized Service
We help develop a giving approach that aligns with your clients' interests and addresses their tax-planning needs. ​
Community Knowledge
Our team is well-versed in community needs, from education to healthcare, the environment, the arts, and more. We bring people and organizations together to address issues and explore opportunities.​
Investment Expertise
We offer options to well-diversified investment portfolios managed by seasoned professionals.​
Acceptance of Non-Cash Gifts
In addition to cash and marketable securities, we welcome donations of real estate, closely held business interests, and various non-cash assets.
Accountability
We diligently preserve and execute donor intent in perpetuity, ensuring your clients' wishes are upheld through communication with recipient organizations.​
Flexibility
While our primary focus is on Placer County, we make grants to charities outside the region.​
Convenience
Your clients have access to our team to help inform, tailor and make changes to their giving. We offer online access for your clients to make grants as well as contributions to their fund.
Anonymity
We offer options to establish funds, accept gifts, or make grants that protect your clients' privacy.​
How It Works
It all starts with understanding your client's intentions. We meet with your client and recommend suitable options. Our simple agreement forms allow for the creation of a fund or provide direction for future gifts, and the instructions can be changed at any time cost-free.
SAMPLE BEQUEST LANGUAGE
Giving Options
Your clients can create their own funds, or they can give to existing funds that benefit specific organizations or community needs. PCF can receive various assets beyond cash, including retirement benefits, appreciated stock, real estate, closely held business interests, personal property, and art.
PCF's Financial Advisor Program
Our Financial Advisor Program is a win-win-win for you, your client, and the community. As their trusted advisor, you manage the invested assets in your client’s fund at PCF. Our expertise on charitable giving and local community needs connects them to opportunities that align with their vision for a better world.
A Simpler Alternative to Private Foundations
PCF offers efficiency and support. We alleviate the burdens of structuring a private foundation, formulating policies, overseeing the investment of the assets, filing all necessary tax and other forms, and monitoring the activities of grantees. We handle all functions while offering tax advantages. We also provide solutions when family foundations become burdensome.​
I think the Placer Community Foundation in particular does a good job providing “no commitment” discussions with interested potential donors for background information and education. This makes them very easy to work with because I know the client will have a good experience if I make an introduction to one of their representatives. ​
Jeff Stephens, Attorney at Law, GVM Law LLP
