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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.
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Legacy giving: A conversation that’s full of opportunity
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to review their estate plans–or get their wills and trusts in order if they haven’t done so yet.
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Needa Spells
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on.
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Harold Corrigan
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on.
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David Baldwin
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on.
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Barbara Ann Cole
Your legacy gift through the Community Foundation Tampa Bay ensures that your values and passions live on.
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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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Philanthropic partnership meets Sun City Center residents’ needs
The face of food insecurity wears many masks. It may be your neighbor across the street, the little kid in the crosswalk that waves to you each morning on your commute, or the elderly lady so readily eager to give you smile as you pass her walking her dog.
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It just keeps getting better: Why charitable gift annuities are having a moment
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.
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Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)
Read MoreBack to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.
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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.
Read MoreCase study: How to spot a prime CRT opportunity
Imagine that a client sits down at your conference room table and begins the meeting something like this:
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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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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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Community Foundation of Tampa Bay: Connecting Donors to Causes they Care About
A community foundation grows charitable giving to make its area—its neighborhoods, its cities, its region—a more vibrant, more prosperous, and more resilient place for all.
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