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Fondos asesorados por donantes
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Sopesar las opciones: ¿Fundación privada o fondo asesorado por donantes?
Como asesor de confianza de su cliente, usted ha ayudado a construir su futuro financiero, y nosotros estamos aquí para ayudar a construir su legado filantrópico.
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QCDs: 105.000 dólares, 108.000 dólares y más cosas por las que sonreír
Mientras usted y otros abogados, contables y asesores financieros dan los últimos retoques a los planes de donaciones benéficas de fin de año de sus clientes, puede que llegue un momento en que se le venga a la cabeza: "Espera, ¿cómo funciona exactamente una Distribución Benéfica Cualificada?".
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Navegar por las donaciones benéficas: Cómo guiar a sus clientes en el proceso
Muchas personas se centran en las donaciones benéficas en otoño, ya que están ansiosas por dejar su huella y beneficiarse al mismo tiempo de posibles ventajas fiscales.
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Planificación del patrimonio: La exención expira pronto, tome medidas para preservar su legado
En Tampa Bay, nuestras puestas de sol son espectaculares. Pero hay otro tipo de ocaso que se aproxima y que afecta las decisiones de planificación patrimonial. Las disposiciones clave del impuesto al patrimonio están potencialmente expirando a finales de 2025.
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Keep your eye on clients’ appreciated stock–always
By August 2022, markets were down for the year and inflation was up year-over-year.
Seguir leyendoFor clients who may sell a business, the time to think charitably is right now
Business owners who’ve enjoyed summertime’s more relaxed energy can deservedly daydream about the “extended vacation” that comes with selling the business!
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Helping your clients get organized: Structure is a critical step in multi-generational philanthropy
Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to make it ongoing?
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Gifts of cash or stock: Is it a toss up?
As your philanthropic clients can likely attest, the going has been rough for many of the nonprofit organizations they support.
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The Douglas Family
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on. Your gift—no matter its form or size, helps build a community where every person has the opportunity to thrive and prosper.
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Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving.
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Valuable conversations: Why it’s smart to talk with your clients about charitable giving
January is a good time to start helping your clients plan for their annual giving.
Seguir leyendoDisaster philanthropy: Your clients and the important role of individual philanthropy
If you or your clients would like to know more ways to help those impacted by Hurricane Ian, please contact either Sheila Kinman, CAP® or Denyve Boyle, CFRE.
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Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired.
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Extending Our Fundholder Match in this Time of Need
The Nonprofit Needs List continues to grow and evolve.
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Reminders for Impactful End-of-Year Giving
Whether you want to make short-term plans or are considering a long-term strategy, our team can share knowledge about our local nonprofits and the needs in our community.
Seguir leyendoProposed legislation: What’s in it for charitable giving?
The nonpartisan Joint Committee on Taxation’s report issued just a few days ago is already creating a buzz among attorneys, accountants, and financial advisors who provide charitable planning advice to their clients.
Seguir leyendoHelp Your Clients With End Of Year Charitable Giving Tips
The Community Foundation Tampa Bay can accept contributions of complex assets such as stock, business interests, real estate, privately owned assets, or even cryptocurrency.
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La Community Foundation of Tampa Bay cierra la lista de necesidades sin ánimo de lucro con 4,5 millones de dólares en ayudas filantrópicas
La Community Foundation of Tampa Bay se movilizó rápidamente durante la pandemia de COVID-19 y proporcionó 4,5 millones de dólares en ayudas filantrópicas a organizaciones sin ánimo de lucro a través de sus propios recursos de financiación y de la generosidad de filántropos, empresas y fundaciones locales durante el pasado año.
Seguir leyendoGifting Privately Held Business Interests to Public Charities: A Win-Win for Clients and the Community
For the right client, a charitable gift of long-term, privately held business interests (“Private Stock”) to an organization classified as a public charity[1] can be a “win-win” solution.
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Community Foundation of Tampa Bay’s South Shore Council grant expands mental health services in south Hillsborough County
Hillsborough County families received much-needed access to mental health care through a grant to Seniors in Service from the Community Foundation of Tampa Bay and Hillsborough County.
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Giving guide: How to set your family’s philanthropy strategy
Giving together is a great way for families to share their interests and values while making a positive impact in the community.
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Lawmakers support expansion of CARES Act deduction
Four Republican Senators, four Democratic Senators, a House Democrat, and a House Republican have introduced legislation to expand the increased charitable deduction cap for non-itemizers to up to one-third of the standard deduction.
Seguir leyendoCustomized Meetings for Your Family’s Philanthropic Journey
The Community Foundation of Tampa Bay offers customized family meetings to assist families in planning their charitable giving to leave a lasting legacy.
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Urban League of Hillsborough County, LEAP Tampa Bay College Access Network and Knack Announce Partnership to Support Complete Tampa Bay Initiative
The Community Foundation of Tampa Bay is pleased to announce a partnership between the Urban League of Hillsborough County (ULHC), LEAP Tampa Bay College Access Network and Knack that will encourage ULHC clients with a desire to return to education or training to do so with the help of an initiative called Complete Tampa Bay (CTB).
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Choosing the right giving vehicle for your philanthropy
The end of the year is quickly approaching, and many people are making charitable contributions to their favorite charities.
Seguir leyendoQuick and Easy Year-End Giving Options for Your Clients
A Donor Advised Fund (DAF) is a charitable giving option that allows your clients to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.
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