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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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How Endowments Are Giving Back to Our Community
At Community Foundation Tampa Bay, endowments are one of the most powerful ways we support nonprofits today while strengthening our community for the future.
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Turning a Personal Passion into Lasting Opportunity: The Rosa Rio Music Endowment
As one of the nation’s most accomplished silent film organists, Rosa spent decades behind the keys, bringing stories to life and preserving a unique art form. Today, her legacy supports young musicians across Tampa Bay.
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Documentation is no joke and coffee is not milk: Two important tax rulings
At Community Foundation Tampa Bay, we value the role you play in helping individuals and families make the most of their charitable giving. That is why we provide regular updates on legal and policy developments that may affect your clients.
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Make a plan–and make your favorite charities part of it
At some point in your adult life, you have likely recognized the importance of putting a will, trust, and powers of attorney in place, along with thoughtful financial planning to stay on track with retirement and other goals for yourself and your family.
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From the Heart: Needa Spells’ Legacy for Future Generations
In 1969, Needa Spells had an idea she believed could change lives. She wrote directly to the President of the United States, urging him to create a national program to teach children the value of saving money.
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A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success in any profession or industry. Keeping an existing client, and earning additional work from that client, is often far more efficient than acquiring a new one.
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Endowments and trust: What’s the connection?
When nonprofits talk about endowments, the conversation often centers on financial sustainability. Endowments can provide steady support through distributions, strengthen long-term stability, and help organizations navigate unpredictable fundraising cycles.
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A Legacy Rooted in Values: The Harold Corrigan Fund
Nearly 20 years after his passing, Harold Corrigan's generosity continues to shape lives across the Tampa Bay community.
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What’s new in the numbers: A recap of charitable tax rules in 2026
As 2025 transitioned into 2026, you were likely already monitoring the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. An equally important consideration is how these changes may affect your clients’ charitable giving.
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Planning for Life’s Uncertainties: Safeguarding Charitable Intentions
The team at Community Foundation Tampa Bay is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. As you support charitable clients, you routinely incorporate philanthropic intentions into wills, trusts, and beneficiary designations.
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Legacy giving: A simple plan to get started
You and your team no doubt understand how transformational bequests and legacy gifts can be for your organization. In 2024, total charitable giving in the United States reached $592.5 billion, according to the Giving USA 2025 report.
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Aligning Business Transitions with Charitable Goals: What Advisors Should Know
If your client base includes business owners, you may already be familiar with the general benefits of giving closely-held business interests to charity. The specifics, however, can feel less clear. That is understandable. Most advisors encounter only a few of these opportunities over the course of their careers.
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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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One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law on July 4, 2025. Here are the key takeaways that will impact philanthropy.
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Support Texas Flood Relief
For members of our Tampa Bay community who wish to support rescue and recovery efforts, we encourage you to direct your gifts to these trusted organizations.
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Cómo el refugio de animales C.A.R.E. y un generoso donante crearon una oportunidad transformadora
Cuando la generosidad se une a la determinación, ocurren cosas increíbles.
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Mujeres de Negocios del Año del Tampa Bay Business Journal: Felicitación a Marlene Spalten
Marlene Spalten, Presidenta y Directora General de la Community Foundation Tampa Bay, ha sido reconocida como una de las 32 Empresarias del Año por el Tampa Bay Business Journal y se ha asegurado un puesto en la prestigiosa lista Power 100.
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Almuerzo del Club de Mujeres de South Shore: Una celebración de comunidad y conexión
La semana pasada, la Community Foundation Tampa Bay organizó el almuerzo del Club de Mujeres de South Shore, que reunió a mujeres dedicadas de toda la comunidad de South Shore.
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