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Custom Giving Solutions

With Community Foundation Tampa Bay
Our team of charitable giving experts work with you to thoughtfully and carefully determine the philanthropic strategies and charitable giving options that are right for you. If you have trusted professional advisors we can work alongside them during this process.

Find the Right Gift for You

With Community Foundation Tampa Bay
We work with you to explore the types of giving options available and find an approach that reflects your goals, whether you’re giving today or planning for the future.

Flexible Asset Contributions  

Our experience handling both traditional and unique gift types is one of the ways Community Foundation Tampa Bay is uniquely positioned to support your giving. When establishing or adding to your charitable fund, you can choose from a wide range of asset options. Our team is here every step of the way to help you determine what works best for you.

Explore Gift Types

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Download Our Full Guide to Non-cash Gift Types

FAQs

How do I get started?

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.

Can I participate in fundholder events?

Yes, Legacy Fund holders can engage in special events, such as legacy luncheons and nonprofit tours. Participation is optional.

What happens if a named nonprofit ceases to exist?

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.

I have a trust financial advisor, can they continue to manage my legacy fund?

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.

Can I change my beneficiaries or donation plans?

Yes, you can make unlimited changes to your Legacy Fund’s beneficiary designations or giving plan without altering estate documents.

What types of assets can be contributed to a Legacy Fund?

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

Can I name my family as successors to my Legacy Fund?

Yes, you can name heirs or trustees who will continue to advise on donations, ensuring your philanthropic legacy carries on through future generations.

Contact Us to Get Started

Marlene Spalten
President & CEO
Sheila Kinman, CAP®
Chief Philanthropy Officer
Denyve Boyle, CFRE, CAP®
Associate Vice President, Philanthropy
Kevin Clarke
Director, Philanthropy
Nicolette Lewis, JD
Associate Counsel, Philanthropic Giving
Laurie Valentine, JD
Senior Counsel, Philanthropic Giving