HOW WE SUPPORT YOU

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

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