A Father’s Journey, A Family’s Legacy
When Mr. Alvarez left the hospital after a serious illness, his family was overwhelmed. Managing new medications, arranging followup care, and facing the maze of insurance requirements felt impossible. Missing even a single deadline or form could have cost him his Medi-Cal coverage, a devastating prospect at a time when his health and future were so uncertain.
Through Partners in Care Foundation’s Enhanced Care Management program, a care coordinator stepped in. She coordinated his appointments, ensured his medications were reviewed and safe, and guided the family through the Medi-Cal renewal process when it mattered most. She also connected them to nutrition and home support services, wrapping care around both Mr. Alvarez and those who loved him.
This support gave Mr. Alvarez more than stability, it gave him the dignity of healing at home and the peace of mind that his
coverage, and his future, were secure. His daughter later reflected,
“It wasn’t just about keeping Dad healthy. Partners lifted the weight we were carrying and reminded us that we weren’t alone.”
Grateful for the care and stability their father received, the Alvarez family wanted his legacy to extend beyond their own experience. In his honor, they established a Donor Advised Fund to ensure other families could find the same hope and stability.
A Donor Advised Fund is not complicated or reserved for the very wealthy. It’s a simple, flexible way for anyone to give—today and for years to come—while supporting the programs and causes that matter most.
The Alvarez family’s story shows that generosity doesn’t require extraordinary wealth, only the choice to act. In doing so, they turned gratitude into a legacy that continues to change lives.
“For more than twenty years, our family has supported Partners in Care Foundation because of the difference they make—helping people live with health, dignity, and hope. Giving through our Donor Advised Fund keeps our philanthropy simple and deeply meaningful, ensuring the values we cherish will continue to touch lives for years to come.” - Michael L. Steinberg, MD
Creating Impact on Your Schedule: The Rise of Donor-Advised Funds
Donor-Advised Funds (DAFs) are rapidly becoming the go-to option for individuals who want to give with both flexibility and purpose. They provide immediate tax benefits while simplifying the giving process, allowing you to support the causes you care about without the administrative burden of a private foundation.
Beyond simplicity, DAFs open the door to greater impact. By contributing a wide range of assets—cash, appreciated securities, real estate, or even private equity, you can maximize the value of your gift and put more resources to work for the community. And because the funds are set aside exclusively for charitable purposes, you know your giving will continue to make a difference, whether you direct grants right away or build a longer-term philanthropic strategy.
Additional DAF Advantages
Giving Privately: You can choose to make grants without your name attached, offering support quietly if that feels right for you.
Legacy Planning: You can outline your wishes, so your giving continues and is carried forward by your family or in your name well beyond your lifetime.
Flexible Naming: You can name your fund in a way that reflects your values. Many donors even choose to use “foundation” in the title (i.e., “The Johnson Family Foundation”)
Every gift begins with a story of care, compassion, and hope.
If you’ve ever thought about how your generosity could continue touching lives for years to come, now is the moment, especially as so many older adults and families face uncertainty about accessing care.
Email our Development Team to learn how a Donor-Advised Fund can help you create a legacy of impact that endures development@picf.org.
Your Guide to Creating a Donor-Advised Fund
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Research & Choose
Your Fund Provider
You can open a fund through a national fund provider, community foundation, whitelabeled platforms for wealth management firms or other financial institutions.
Open your Fund
Complete a short form, name your fund, designate advisors, and successors.
Make a Contribution Cash, securities, stocks, real estate, or other assets to donor-advised fund. Receive immediate tax deduction on fair market value and pay no capital gains tax.
Give through your Donor-Advised Fund
Recommend Your Grants
Once your DAF account is set up, you can start directing gifts to IRS-qualified charities—on your timeline.
Use the QR code to start your donation and share your gift intention with us. www.picf.org/support-us/give-through-a-donor-advised-fund/
Check if Your Employer Matches
DAF Gifts
Your generosity already changes lives. But did you know many employers will match your Donor-Advised Fund gift—sometimes doubling or tripling your impact. Check if your employer will match your gift: picf.org/support-us/ways-to-support-partners/
Helpful Resources
• Download a DAF Checklist for you and your advisor. Visit www.picf.org
• Giving with Purpose: How New Tax Laws Might Affect Your Estate and Legacy. Stay up to date here: www.irs.gov/newsroom/ irs-tax-tips
• Is a Donor-Advised Fund Right for You? Learn more from Whittier Trust: www.whittiertrust.com/is-a-daf-right-for-you/
