Wonderful to be featured on this Fox 13 Tampa Bay news segment along with our friends at Academy Prep Center of Tampa.
What’s Right with Tampa Bay – Fox 13 Tampa Bay – 10/17/22
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Business succession planning: Four questions and one word of caution
In many cases, we’re helping business owners structure their personal and family philanthropy. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to the charitable causes they care about most.
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Getting Creative: Unusual Noncash Assets Can Make Great Gifts to Charity
Often charitable giving conversations begin (and end!) with cash or appreciated stock. And, of course, you know that appreciated stock is an excellent option for your clients to fund a donor advised or other type of fund at Community Foundation Tampa Bay.
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Private Foundation Transitions: Planning for More Than the Mechanics
What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time, become administratively burdensome, especially as leadership transitions to the next generation. In many cases, transferring a private foundation’s assets to a donor advised fund at Community Foundation Tampa Bay can offer a simpler and more flexible path forward.
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