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Community Foundation Tampa Bay is pleased to welcome Laurie Valentine, JD to the team. Laurie will serve as Counsel, Philanthropic Giving and has more than 40 years of legal and nonprofit leadership experience. “We are thrilled to have Laurie join our team after serving as Chair of our Pinellas Regional Council and on our Board of Trustees for many years. She brings a wealth of knowledge and experience to the Foundation,” said Sheila Kinman, CAP®, Senior Vice President of Philanthropy.
Quiet Types: Spotting Clients Who Prefer to Give Anonymously
As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?
Charitable remainder trusts: What, where, who, why, when, and how?
What is a Charitable Remainder Trust (CRT)? For many attorneys, CPAs, and financial advisors, CRTs can be a powerful solution for the right client. Here's everything you need to know.
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