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Documentation is no joke and coffee is not milk: Two important tax rulings
At Community Foundation Tampa Bay, we value the role you play in helping individuals and families make the most of their charitable giving. That is why we provide regular updates on legal and policy developments that may affect your clients.
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Make a plan–and make your favorite charities part of it
At some point in your adult life, you have likely recognized the importance of putting a will, trust, and powers of attorney in place, along with thoughtful financial planning to stay on track with retirement and other goals for yourself and your family.
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From the Heart: Needa Spells’ Legacy for Future Generations
In 1969, Needa Spells had an idea she believed could change lives. She wrote directly to the President of the United States, urging him to create a national program to teach children the value of saving money.
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A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success in any profession or industry. Keeping an existing client, and earning additional work from that client, is often far more efficient than acquiring a new one.
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Endowments and trust: What’s the connection?
When nonprofits talk about endowments, the conversation often centers on financial sustainability. Endowments can provide steady support through distributions, strengthen long-term stability, and help organizations navigate unpredictable fundraising cycles.
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A Legacy Rooted in Values: The Harold Corrigan Fund
Nearly 20 years after his passing, Harold Corrigan's generosity continues to shape lives across the Tampa Bay community.
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What’s new in the numbers: A recap of charitable tax rules in 2026
As 2025 transitioned into 2026, you were likely already monitoring the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. An equally important consideration is how these changes may affect your clients’ charitable giving.
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Planning for Life’s Uncertainties: Safeguarding Charitable Intentions
The team at Community Foundation Tampa Bay is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. As you support charitable clients, you routinely incorporate philanthropic intentions into wills, trusts, and beneficiary designations.
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Legacy giving: A simple plan to get started
You and your team no doubt understand how transformational bequests and legacy gifts can be for your organization. In 2024, total charitable giving in the United States reached $592.5 billion, according to the Giving USA 2025 report.
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Aligning Business Transitions with Charitable Goals: What Advisors Should Know
If your client base includes business owners, you may already be familiar with the general benefits of giving closely-held business interests to charity. The specifics, however, can feel less clear. That is understandable. Most advisors encounter only a few of these opportunities over the course of their careers.
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This Season of Giving: Key Opportunities to Support Your Clients
December is a meaningful time for many people. It is a season of reflection, generosity, and planning for the year ahead. As the year draws to a close, there is still plenty of time to support clients who are making their December giving decisions.
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One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law on July 4, 2025. Here are the key takeaways that will impact philanthropy.
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Rising to the Challenge: How C.A.R.E. Animal Shelter and a Generous Fundholder Created a Transformative Opportunity
When generosity meets determination, incredible things happen.
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Tampa Bay Business Journal’s Business Women of the Year: Congratulating Marlene Spalten
Marlene Spalten, President & CEO of Community Foundation Tampa Bay, has been recognized as one of Tampa Bay Business Journal’s 32 Businesswomen of the Year and has also secured a spot on the prestigious Power 100 list.
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The South Shore Women’s Club Luncheon: A Celebration of Community and Connection
Last week, Community Foundation Tampa Bay hosted the South Shore Women’s Club Luncheon, bringing together dedicated women from across the South Shore community.
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PCAT Literacy Ministries: Supporting Students and Families Through Hurricane Recovery
When Hurricanes Helene and Milton swept through Tampa Bay, they left behind more than damaged buildings and flooded streets—they uprooted lives.
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Your Charitable Planning Cheat Sheet
At Community Foundation Tampa Bay, we’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client.
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Charitable Giving in Times of Natural Disasters
As a long-time resident of the Tampa Bay area, I have learned a few facts about our community: we are proud of our region, and we are generous to one another.
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Match Opportunities at Community Foundation Tampa Bay: 4 Ways to Amplify Your Impact
At Community Foundation Tampa Bay, we are dedicated to maximizing the impact of philanthropic giving through a variety of matching opportunities.
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Hurricanes & Mental Health: Helping Nonprofits Make a Lasting Impact
When hurricanes strike, the physical toll is obvious—damaged homes, disrupted lives, and communities left to rebuild.
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Supporting Tampa Bay’s Universities and Colleges in Hurricane Relief Efforts
At Community Foundation Tampa Bay (CFTB), we understand that the impact of a hurricane reaches beyond immediate damage, with long-lasting challenges that ripple across every part of our community.
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Rebuilding Futures: Supporting Children and Schools Though Hurricane Recovery
In the aftermath of hurricanes like Helene and Milton, our community’s K-12 children face enormous challenges.
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