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What type of donor are you: scattered, results-focused, just getting started, or deep into it already?
Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. That’s not only normal—it’s a strength! Recent research reinforces what many donors already know intuitively: generosity looks different for everyone.
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Caution ahead? Changes may be coming to the Form 990
Nonprofit organizations have long known that the IRS Form 990 is more than just a tax filing. It is a public document that funders, donors, watchdog organizations, journalists, and community partners often review to better understand an organization’s governance, financial stewardship, and mission impact.
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Engaging Millennials, Gen Z, and planned giving: Get an early start
As Millennials accumulate wealth and Gen Z advances through its early working years, these younger donors are increasingly embracing strategic philanthropy, with many prioritizing purpose-driven giving, recurring donations, donor advised funds, and charitable organizations.
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Business succession planning: Four questions and one word of caution
In many cases, we’re helping business owners structure their personal and family philanthropy. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to the charitable causes they care about most.
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Getting Creative: Unusual Noncash Assets Can Make Great Gifts to Charity
Often charitable giving conversations begin (and end!) with cash or appreciated stock. And, of course, you know that appreciated stock is an excellent option for your clients to fund a donor advised or other type of fund at Community Foundation Tampa Bay.
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Private Foundation Transitions: Planning for More Than the Mechanics
What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time, become administratively burdensome, especially as leadership transitions to the next generation. In many cases, transferring a private foundation’s assets to a donor advised fund at Community Foundation Tampa Bay can offer a simpler and more flexible path forward.
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IPOs and charitable clients: Three scenarios for impact
If you keep an eye on initial public offerings (IPOs), it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted—including charitable planning.
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Rare but useful: Planning with charitable lead trusts
“Charitable lead trust” is far from a household word, and you may not encounter the need for one very often in your practice. However, in the right client situations, they can be a valuable planning tool.
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Beyond the FAFSA: A broader view of supporting students
With graduation season coming to a close, hundreds of students in our community will be headed off to college in a couple of months—and many of your scholarship funds will soon be making awards to help students cover tuition and expenses.
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A Legacy of Giving and a Love for Music
For Jeanne Coleman, philanthropy has never been a question of whether to give. It is simply part of who she is. “I was raised by philanthropic parents. I can't remember a time that we didn't have a mission of giving.”
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Charitable giving, due diligence, and how Community Foundation Tampa Bay can help
Many people want to approach their charitable giving thoughtfully, but that does not always make the process simple. One of the most common challenges donors face is feeling confident in their decisions.
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Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors.
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Beyond the donor: Engaging advisors in stewardship
Many nonprofits have noticed a subtle shift in donor behavior over the last several years: more donors are giving with advice. Some donors consult a financial advisor or CPA for year-end planning. Some work with an estate planning attorney
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Case study: Charitable giving in a down market
While headlines may or may not signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients
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From Property to Purpose: Rethinking Charitable Gifts of Real Estate
If you work with individuals and families who are engaged in philanthropy, you know that real estate can be a powerful asset for charitable giving.
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Women and philanthropy: Four insights to inform your practice
At Community Foundation Tampa Bay, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes.
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Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you likely work with clients who own a family business. You may also recognize that strategic philanthropy can play a role in succession planning
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Family, Values, and Lasting Impact: The Douglas Family Legacy
For the Douglas family, philanthropy began with a thoughtful decision to be strategic and intentional.
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How Endowments Are Giving Back to Our Community
At Community Foundation Tampa Bay, endowments are one of the most powerful ways we support nonprofits today while strengthening our community for the future.
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Turning a Personal Passion into Lasting Opportunity: The Rosa Rio Music Endowment
As one of the nation’s most accomplished silent film organists, Rosa spent decades behind the keys, bringing stories to life and preserving a unique art form. Today, her legacy supports young musicians across Tampa Bay.
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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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