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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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Hanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
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Counseling your clients about nonprofits: The good, the bad, and the big leaps
The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector.
Read MoreDisaster 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.
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The “i’s” have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
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Inherited IRAs: Big headache, or big opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
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Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired.
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Summer legislative updates–and looking ahead to sunsets
On August 16, 2022, President Biden signed into law the Inflation Reduction Act.
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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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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Year-end giving: Repeat, repeat, repeat
It’s the season for email newsletters hitting your inbox with tips for tax planning.
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Relax a little (maybe?): What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform
Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (at least for now) some of the uncertainty as to how sweeping tax reform could upend wealth planning strategies via changes to top marginal rates, a restructuring of the capital gains tax, and lower estate and gift tax exclusions, all of which have been heavily discussed and debated over the last several weeks. For now, those particular big changes appear to have been dropped.
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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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Gift Annuities and Trusts – Leveraging These Tools to Help with IRS Changes
Community Foundation Tampa Bay invites you to participate in an educational session on how professional advisors are using charitable gift annuities and trusts to help their clients navigate the IRS regulation changes.
Read MoreHelp 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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Community Foundation of Tampa Bay launches new tool to support local nonprofits
The Community Foundation of Tampa Bay has launched a new tool to connect philanthropists with the unexpected and urgent needs of local nonprofits.
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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:
Read MoreAn eye on the law: Recent updates and rulings
The team at the community foundation stays on top of tax cases, IRS rulings, and legislation
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Nonprofit Needs List Brought $4.5 million in Philanthropic Support to Nonprofits During the COVID-19 Pandemic
The nonprofit sector was one of the hardest-hit industries during the COVID-19 pandemic.
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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.
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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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IRAs, field-of-interest funds, and designated funds: Don’t overlook these powerful tools
Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it’s important to be aware of what the terms mean.
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Giving guide: How to set your family’s philanthropy strategy
Giving together is a great way for families to share their interests and values while making a positive impact in the community.
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April showers: Puddles to avoid as you navigate tax deadline extensions
Your clients most certainly are aware that the Internal Revenue Service and the Treasury Department have extended the federal income tax filing and payment deadline
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Tax tips: Qualified appraisals and 2020 tax changes, and holiday parties (not)
Three of our favorite tax tips for March:
Read MoreQuick 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.
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