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For clients who love local causes, the community foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after year.
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||Tampa couple’s personal approach to philanthropy maximizes impact||||Tampa couple’s personal approach to philanthropy maximizes impact
Tampa couple’s personal approach to philanthropy maximizes impact
Carl and Dr. Lyda Lindell have long been known as philanthropists. They’ve supported numerous nonprofits, initiatives, and causes locally and across the globe throughout their careers in Tampa Bay.
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Two hands exchanging a cryptocurrency donation||
Cryptocurrency Donations: Embracing the Future of Philanthropy
Cryptocurrency has seen a resurgence in popularity, as spotlighted in a recent podcast episode from The New York Times’ “The Daily.”
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For 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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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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Charitable giving topics worth watching this summer
Please contact a member of our philanthropy team to discuss these summer topics to watch.
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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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Impact Story – 360 Eats and Addressing Food Insecurity
The Community Foundation Tampa Bay often makes early investments in nonprofits that are taking a creative or nontraditional approach to addressing a community need.
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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.
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What’s Right with Tampa Bay – Fox 13 Tampa Bay – 11/28/22
A mother and son are serving up a fresh idea. They are bringing meals into needy communities by using food that would have gone to waste.
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Adopt 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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Cryptocurrency: What if your clients own it and you don’t think they should?
Most advisors exercise extra caution when advising clients about cryptocurrency.
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Closely-Held Business Interests: High Impact Giving
Over the past two years, the Community Foundation Tampa Bay has helped local businesses gift over $26 Million in closely-held business interest to charity.
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Reminders for Impactful End-of-Year Giving
Whether you want to make short-term plans or are considering a long-term strategy, our team can share knowledge about our local nonprofits and the needs in our community.
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Help Your Clients With End Of Year Charitable Giving Tips
The Community Foundation 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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In Memoriam, Jim Strenski
The Community Foundation of Tampa Bay lost one if its most dedicated advocates last month.
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Planned giving starts now: Tips and talking points for lifetime charitable gifts
According to 2020 statistics released in June 2021 as part of the Giving USA report, Americans’ bequests to charity totaled nearly $42 billion last year.
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Gifting Privately Held Business Interests to Public Charities: A Win-Win for Clients and the Community
For the right client, a charitable gift of long-term, privately held business interests (“Private Stock”) to an organization classified as a public charity[1] can be a “win-win” solution.
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Gifting Privately Held Business Interests to Public Charities: A Win-Win for Clients and the Community
For the right client, a charitable gift of long-term, privately held business interests (“Private Stock”) to an organization classified as a public charity[1] can be a “win-win” solution.
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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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SHEILA 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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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:
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CharitableGifts of Appreciated Stock
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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