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QCDs: $105,000, $108,000, and more things to smile about
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution work?”
Estate Planning: Exemption Sunsets Soon, Take Action to Preserve Your Legacy
In Tampa Bay, our sunsets are nothing short of spectacular. But there’s another kind of sunset approaching that affects estate planning decisions. Key estate tax provisions are potentially sunsetting at the end of 2025.
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!
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?
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.
Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving.
Disaster philanthropy: Your clients and the important role of individual philanthropy
If you or your clients would like to know more ways to help those impacted by Hurricane Ian, please contact either Sheila Kinman, CAP® or Denyve Boyle, CFRE.
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.
Proposed legislation: What’s in it for charitable giving?
The nonpartisan Joint Committee on Taxation’s report issued just a few days ago is already creating a buzz among attorneys, accountants, and financial advisors who provide charitable planning advice to their clients.
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.
Community Foundation of Tampa Bay closes Nonprofit Needs List with $4.5 million in philanthropic support
The Community Foundation of Tampa Bay quickly mobilized during the COVID-19 pandemic and provided $4.5 million in philanthropic support to nonprofits through its own funding resources and the generosity of local philanthropists, corporations and foundations over the past year.
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.
Community Foundation of Tampa Bay’s South Shore Council grant expands mental health services in south Hillsborough County
Hillsborough County families received much-needed access to mental health care through a grant to Seniors in Service from the Community Foundation of Tampa Bay and Hillsborough County.
Lawmakers support expansion of CARES Act deduction
Four Republican Senators, four Democratic Senators, a House Democrat, and a House Republican have introduced legislation to expand the increased charitable deduction cap for non-itemizers to up to one-third of the standard deduction.
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.
Urban League of Hillsborough County, LEAP Tampa Bay College Access Network and Knack Announce Partnership to Support Complete Tampa Bay Initiative
The Community Foundation of Tampa Bay is pleased to announce a partnership between the Urban League of Hillsborough County (ULHC), LEAP Tampa Bay College Access Network and Knack that will encourage ULHC clients with a desire to return to education or training to do so with the help of an initiative called Complete Tampa Bay (CTB).
Quick and Easy Year-End Giving Options for Your Clients
A Donor Advised Fund (DAF) is a charitable giving option that allows your clients to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.