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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 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.
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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