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SHEILA KINMAN, SVP of PHILANTHROPY HAS BEEN CERTIFIED AS 21/64 ADVISOR
The Community Foundation of Tampa Bay is pleased to announce that our Senior Vice President of Philanthropy, Sheila L. Kinman has become a 21/64 Certified Advisor.
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Contributing noncash assets to a charitable fund can be a beneficial philanthropic solution for your clients at the end of the year
The Community Foundation of Tampa Bay can accept contributions of complex assets such as: stock, business interests, real estate, privately owned assets, or even cryptocurrency.
Seguir leyendoContinue managing your clients’ assets while they support their favorite charities
If charitable giving is on your client’s radar, consider having a conversation about establishing a donor advised fund or another type of charitable giving fund through the Community Foundation of Tampa Bay.
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CHARITABLE GIVING VEHICLES: UNSUNG HEROES IN THE DEMISE OF THE “STRETCH” IRA
As many tax and estate planning attorneys are aware, the SECURE Act, passed in 2019 requires IRA beneficiaries to withdraw the entire balance of the account within 10 years of the death of the original IRA owner.
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Donor Advised Funds & Bundling
A donor advised fund (DAF) is a fund set up by a donor and administered by a public charity.
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Why the Donor-Advised Fund is a Vehicle You Need to Know
Donor-Advised Fund’s popularity has risen dramatically over the last several years.
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Donating Non-Cash Gifts – Timing is Important.
Donating non-cash gifts like privately held stock can be tax-advantageous for you, but the donation process requires planning and a carefully laid out timeline that simple gifts of cash do not.
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