By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
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.
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors.
Many nonprofits have noticed a subtle shift in donor behavior over the last several years: more donors are giving with advice. Some donors consult a financial advisor or CPA for year-end planning. Some work with an estate planning attorney
While headlines may or may not signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients
.png)
.webp)
%20(1).webp)