Creating an estate plan that cares for your loved ones and your community can be overwhelming. We will work with you and your professional advisors to help you find the plan that best suits your situation and your charitable intentions. Your legacy gift can add to existing funds or establish a new fund.
Legacy gifts can take many forms, including:
• A bequest
• A life insurance policy
• Retirement plan assets
• Vehicles such as charitable gift annuities, charitable remainder trusts and charitable lead trusts
Our Legacy Society honors those who have included a future gift to the Community Foundation of Tampa Bay in their estate plans. We gratefully recognize and honor their commitment to lasting philanthropy.
Senior Vice President Beverley McLain discusses planned giving on The Philanthropy Show.