HOW WE SUPPORT YOU

We offer tools, resources, education and other support to help you serve your clients in the best way possible. 

Free GIFTLAW® Access
The Community Foundation of Tampa Bay partners with Crescendo Interactive to offer GiftLaw®, an online planning and information tool for attorneys, accountants and other professional advisors interested in charitable gift-planning strategies. GiftLaw® includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations.

Visit the online tool here »

Free Presentations
Our professional staff will speak to you, your firm, your civic organization or other entities interested in learning more about topics related to charitable giving. Topics include:

  • Community issues and needs
  • Charitable giving options and benefits
  • Foundation grant making and community impact
  • Planned giving
     

Free Trust Illustrations
If your client is interested in a charitable gift annuity or charitable trust, we will prepare a personalized illustration. Many of our current donors have benefited from giving opportunities at the Foundation that provided capital gains savings, an income tax deduction, and a lifetime income for the donor, donor's spouse or another individual.

Free Consultations

  • Members of our experienced staff are available to consult with you about opportunities for your clients. We invite you to consider a consultation when your client wants to:
  • Create a lasting legacy without the expense and restrictions of a private foundation. Or convert a private family foundation to a family foundation at the Community foundation of Tampa Bay to make their involvement easier, more efficient and more cost effective
  • Sell a closely held business or develop a business succession plan
  • Name a charitable beneficiary for a Charitable Remainder Trust
  • Meet annual year-end payout requirements for an existing foundation
  • Explore other philanthropic options