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April showers: Puddles to avoid as you navigate tax deadline extensions
Your clients most certainly are aware that the Internal Revenue Service and the Treasury Department have extended the federal income tax filing and payment deadline
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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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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.
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Great news for charitable giving – the Covid-19 Relief Act has been extended into 2021
The Covid-19 Relief Act has been extended into 2021.
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Quick 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.
Seguir leyendoSHEILA 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.
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CHECKLIST FOR HASSLE-FREE END-OF-YEAR GIVING
As we approach the end of the year, we would like to share some helpful reminders to make giving easy:
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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Pinellas Professional Advisors – Laurie Valentine and Robert Kapusta of Fisher & Sauls, P.A.
The Community Foundation of Tampa Bay has four Regional Councils – Pinellas, South Shore, Tampa Metro and Nature Coast.
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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.
Seguir leyendoCHARITABLE 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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IRA Charitable Rollover Offers Unique Giving Opportunity
An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity.
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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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Charitable Gifts of Appreciated Stock – Will You Seize the Moment?
Right now is a unique opportunity for your charitable giving. Why?
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Qualified Charitable Distributions and the SECURE Act
The rules governing the Qualified Charitable Distribution (“QCD”) seem to change every few years, and last year was no exception.
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Is now the time to give? Year-end reminders about giving to the Community Foundation of Tampa Bay
As 2019 approaches, I wanted to share a few helpful reminders that can make your personal year-end giving (or that of your clients) go as smoothly as possible.
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