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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.
You and your team no doubt understand how transformational bequests and legacy gifts can be for your organization. In 2024, total charitable giving in the United States reached $592.5 billion, according to the Giving USA 2025 report.
If your client base includes business owners, you may already be familiar with the general benefits of giving closely-held business interests to charity. The specifics, however, can feel less clear. That is understandable. Most advisors encounter only a few of these opportunities over the course of their careers.