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Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.
Please get in touch with one of our philanthropic advisors for assistance.
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check.
The new trustees bring experience spanning business, law, higher education, finance, real estate, and community service, strengthening the Foundation’s board as it works to connect philanthropy with opportunities to create lasting impact across the Tampa Bay region.
For many donors, a scholarship fund is more than a financial commitment—it’s a reflection of deeply held values. It represents a belief in education, opportunity, and the potential of future generations.
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