
The Philanthropy Team at Community Foundation Tampa Bay will collaborate with you and your financial or legal advisors to create a legacy plan tailored to your vision and family’s needs.
Yes, Legacy Fund holders can engage in special events, such as legacy luncheons and nonprofit tours. Participation is optional.
You may designate a “Plan B,” allowing Community Foundation Tampa Bay to redirect your funds to a similar nonprofit that aligns with your original intent.
Your financial advisor plays a key role in ensuring your Legacy Fund aligns with your overall financial and estate planning goals. You have the option to have your Legacy Fund professionally managed by your financial advisor, ensuring your charitable assets grow strategically.
Yes, you can make unlimited changes to your Legacy Fund’s beneficiary designations or giving plan without altering estate documents.
You can fund a Legacy Fund through:· Bequests in a will or estate plan· Life insurance policies· IRAs and 401(k) plans· Real estate· Charitable gift annuities· Charitable remainder trusts
Yes, you can name heirs or trustees who will continue to advise on donations, ensuring your philanthropic legacy carries on through future generations.