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Donaciones sensatas: Asesoramiento a los clientes sobre la ayuda a las víctimas de catástrofes
Tras los devastadores incendios forestales de California que asolaron comunidades de los alrededores de Los Ángeles a principios de 2025, muchos de sus clientes se han mostrado comprensiblemente deseosos de prestar ayuda a los afectados.
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Su hoja de planificación benéfica
En la Community Foundation Tampa Bay, abogados, contadores públicos y asesores financieros nos han pedido recientemente una "hoja de trucos" para facilitar la determinación de qué tipo de herramienta de planificación benéfica es la mejor para un cliente en particular.
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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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Donaciones benéficas en tiempos de catástrofes naturales
Como residente de la Bahía de Tampa desde hace mucho tiempo, he aprendido algunas cosas sobre nuestra comunidad: estamos orgullosos de nuestra región y somos generosos unos con otros.
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Oportunidades de contrapartida en la Community Foundation Tampa Bay: 4 maneras de ampliar su impacto
En la Community Foundation Tampa Bay, nos dedicamos a maximizar el impacto de las donaciones filantrópicas a través de una variedad de oportunidades de contrapartida.
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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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El enfoque filantrópico personal de una pareja de Tampa maximiza su impacto
Carl y la Dra. Lyda Lindell son conocidos desde hace mucho tiempo como filántropos. Han apoyado numerosas organizaciones sin ánimo de lucro, iniciativas y causas locales y en todo el mundo a lo largo de sus carreras en Tampa Bay.
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Donaciones en criptomoneda: El futuro de la filantropía
La criptomoneda ha experimentado un resurgimiento de su popularidad, como se destaca en un reciente episodio del podcast "The Daily" de The New York Times.
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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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Legacy giving: A conversation that’s full of opportunity
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to review their estate plans–or get their wills and trusts in order if they haven’t done so yet.
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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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Barbara Ann Cole
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on.
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Three suggestions for client conversations about AI and charitable giving
News about the capabilities of artificial intelligence has skyrocketed over the last few months. As attorneys, accountants, and financial advisors, no doubt you are watching these developments closely, both because of the potential legal issues involved and also because of the ways AI can enhance your work.
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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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Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity at death.
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Food for Thought: Tax-Related and Planning Ideas for Your Charitably Inclined Clients
A major portion of the $80 billion scheduled to be invested in Internal Revenue Service upgrades is earmarked to “increase tax compliance among wealthy taxpayers and businesses,” according to the IRS’s plan.
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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.
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It just keeps getting better: Why charitable gift annuities are having a moment
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.
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Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)
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Inspired Corporate Giving with the SME Foundation
SME Foundation was established at the Community Foundation Tampa Bay in 2018.
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Be strategic with your charitable donations
In the U.S., the majority of all giving happens in the fourth quarter. There are thousands of worthy nonprofit organizations in our community, and near the end of the year, the requests for support begin to pour into our inboxes and mailboxes.
Seguir leyendoFive of 2022’s most-asked questions about Qualified Charitable Distributions
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool.
Seguir leyendoStrong year-end giving in a bear market: Donor-advised funds come in handy
Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy.
Seguir leyendoAdopt a “donor beware” attitude when making some charitable gifts
Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions.
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