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Donors

Your Investment.
Your Choice.

Working with Community Foundation Tampa Bay, you can maximize your financial strategy while creating positive change in your community.

Donors

Your Investment.
Your Choice.

Working with Community Foundation Tampa Bay, you can maximize your financial strategy while creating positive change in your community.

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Working with Community Foundation Tampa Bay

Your Philanthropic Investments Will Transform Your Community

Your values and interests drive your philanthropic investments. The causes and charities you choose are personal to you and your philanthropy strategy is too. We are your partner and advisor as you create and manage your charitable investments.

Make an Impact

Your giving strategies can make a big difference—for you and the community. When you open a fund and become a fundholder with Community Foundation Tampa Bay, you can make grants from your fund to any nonprofits of your choosing anywhere (locally or nationally) at any time, while gifts to your fund are tax deductible today.

Maximize Your Impact

Join your philanthropic interests and investments with Community Foundation Tampa Bay to multiply the impact of your charitable gifts. When opening a fund with the Community Foundation, you can choose to grow your charitable dollars by investing these funds through your financial advisor with an individually managed charitable account or in one of our professionally managed investment pools. Either way, investing with us allows you to increase your charitable dollars to support the causes important to you.

Though the markets fluctuate, charitable funds at Community Foundation Tampa Bay have grown an average of 7% per year over the last 30 years.* This growth means your initial investment can continue to yield even greater benefit for the community over time. Plus, the administrative fee not only covers the cost of administering your fund, it also is reinvested to support our mission in the local community.

*the returns are not guaranteed and subject to market risk

Our Impact

Average Growth per year over the last 30 years*

Investing with Us

Our philanthropy team will get to know you, your charitable goals, and help you identify the best options for your charitable giving now and in the future. Each fundholder’s philanthropic goals are unique which is why we’ll craft a custom plan for you.

Customized Giving Solutions

When considering your charitable giving goals, it can be helpful to see a few of the many options available to you.

Corporate Philanthropy

Ready to Make an Impact?

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FAQs

Can my heirs advise my charitable fund?

Yes. You can decide how future generations can be involved in the funds you establish.

Will my contribution to the Community Foundation take away from my normal charitable giving?

No. In fact, using a charitable fund at the Community Foundation to manage your giving can make it easier to donate to nonprofits you already know and we can introduce you to others whose work you want to support.

Can my personal investment manager continue to invest my charitable fund?

Yes. When you establish a new fund, you can choose from one of the Community Foundation’s investment options or you may choose your own investment advisor to manage your charitable fund.

Can I choose any nonprofit to receive a grant from my charitable fund at Community Foundation Tampa Bay?

Yes. You may donate to any 501(c)(3) public charity that is in good standing with the IRS. If you're unsure about a nonprofit's status or have a question about supporting charities internationally, contact us.

Does my contribution have to be endowed?

No. Endowments are permanent funds that yield an annual gift in perpetuity. While endowment is an option, you may choose a fund that is not endowed. That allows the greatest amount of flexibility. Up to 100% of a non-endowed fund may be distributed at any time.

Am I required to donate a certain amount from my fund each year?

No. You may donate from your non-endowed charitable fund as you see fit. There are no required annual minimum or maximum distributions. To maintain your fund’s active status, grants need to be made at least once every three years.

See Our Impact in Action

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