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Case study: Charitable giving in a down market
While headlines may or may not signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients
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From Property to Purpose: Rethinking Charitable Gifts of Real Estate
If you work with individuals and families who are engaged in philanthropy, you know that real estate can be a powerful asset for charitable giving.
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Women and philanthropy: Four insights to inform your practice
At Community Foundation Tampa Bay, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes.
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Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you likely work with clients who own a family business. You may also recognize that strategic philanthropy can play a role in succession planning
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Family, Values, and Lasting Impact: The Douglas Family Legacy
For the Douglas family, philanthropy began with a thoughtful decision to be strategic and intentional.
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Why Donor Advised Funds are Still Essential in 2026 – and 3 Simple Steps to Open One
Donor advised funds remain a highly relevant and strategic charitable giving tool for your clients in 2026. Here's how to get started.
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This Season of Giving: Key Opportunities to Support Your Clients
December is a meaningful time for many people. It is a season of reflection, generosity, and planning for the year ahead. As the year draws to a close, there is still plenty of time to support clients who are making their December giving decisions.
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Donor-advised funds: Flexible, tax-friendly, and just the beginning
A donor-advised fund offers a centralized way to manage gifts of cash, appreciated stock, and other assets while maintaining flexibility
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Three clients. Three solutions. One common theme.
As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients, first and foremost as an act of generosity, but also as a powerful tool in tax planning. Consider the following hypothetical client situations:
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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.
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