A Practical Resource for Advisors Navigating Charitable Planning
Download PCF Advisor Insights, a concise guide designed to support professional advisors in client conversations around charitable giving, donor-advised funds, and local impact.
This resource focuses on planning context and real-world application, not donor appeals.
Get the guide emailed directly to you.
What You'll Get
PCF Advisor Insights provides grounded, advisor-focused perspective you can use immediately.
Inside the guide:
- How charitable giving is shifting toward more deliberate, planning-driven strategies
- How donor-advised funds are being used beyond year-end tax planning
- Why local insight matters when clients ask about impact
- How philanthropic infrastructure can simplify administration and execution
- Perspective designed to enhance your role in client conversations, not replace it
This resource is built for financial advisors, estate planning attorneys, CPAs, and wealth managers involved in charitable or legacy planning.
Talk With PCF's Vice President of Philanthropy
Meg Lokey
Vice President of Philanthropy
If you’d like to go deeper, you can schedule a conversation with Meg Lokey, Director of Philanthropy at Pinellas Community Foundation.
Meg works directly with professional advisors to:
- Show how charitable giving is shifting toward more deliberate, planning-driven strategies
- Share current charitable giving patterns and planning considerations
- Provide local context advisors can use with clients
- Explain how PCF supports donor-advised funds and philanthropic strategies
- Serve as a resource you can confidently reference in client discussions
Book a meeting to get advisor-ready insight you can apply with your clients.
Meg Lokey
Vice President of Philanthropy
