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Back to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.
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Planned giving starts now: Tips and talking points for lifetime charitable gifts
According to 2020 statistics released in June 2021 as part of the Giving USA report, Americans’ bequests to charity totaled nearly $42 billion last year.
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Imagine that a client sits down at your conference room table and begins the meeting something like this:
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Customized 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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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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Community Foundation of Tampa Bay: Connecting Donors to Causes they Care About
A community foundation grows charitable giving to make its area—its neighborhoods, its cities, its region—a more vibrant, more prosperous, and more resilient place for all.
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