Working Together For Clients
We believe relationships are important, including the one between a financial advisor and their client. We can help your clients accomplish their charitable intentions while enabling you to maintain a relationship with them. We partner and work with financial advisors to facilitate current charitable giving as well as long-term planned giving.
Do you have Christian clients who have particular needs in the areas of establishing a Donor-Advised Fund, Endowments, Charitable Trusts, Estate Design, Planned Giving, or year-end charitable giving? The PCAF would like to work with you to facilitate the charitable giving process.
We have the flexibility to open accounts with you, the advisor, at the recommendation of the donor depending on the type of charitable financial service involved. We can open a brokerage account in the PCAF’s name with your firm to custody and invest the assets. Therefore, even in charitable giving facilitated by the PCA Foundation, you will continue your relationship with your client.