Why Attorneys Partner with the PACF

The PACF partners with attorneys to help clients achieve meaningful charitable impact, while enhancing your role as their most trusted advisor.  Philanthropy is often an important part of your clients’ financial and estate plans. We help you integrate charitable giving into those conversations with confidence.
 

• Strengthen Client Relationships

  Deliver more comprehensive guidance by incorporating charitable planning into estate, tax, and business succession strategies.

• Expand Your Expertise

  Access our deep knowledge of:

  • Donor advised funds and endowments
  • Charitable remainder and lead trusts
  • Non-cash asset giving (real estate, closely held business interests)
  • Tax-efficient philanthropic strategies

• Simplify Complex Giving

  • We handle administration, compliance, due diligence, and grantmaking, so you can focus on legal strategy.

• Provide Tax-Advantaged Solutions

  Help clients maximize:

  • Income tax deductions
  • Capital gains tax savings
  • Estate tax benefits

• Offer Flexible, Customized Options

  • From simple giving plans to sophisticated charitable structures, we tailor solutions to each client’s goals.

• Deliver Local Insight and Impact

  • We offer deep insight into community needs and nonprofits, helping clients make informed, meaningful giving decisions.

How We Support You

• Our approach is collaborative and client-centered:
• Work directly with you and your client
• Provide charitable planning illustrations and options
• Accept and liquidate non-cash assets
• Handle all ongoing administration and reporting

• Ensure donor intent is honored — now and in the future

   

Value to Your Clients

• Strategic, tax-efficient giving
• Simplified philanthropy without administrative burden
• Access to trusted community knowledge
• A lasting charitable legacy