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Professional Advisors

Their Investment.
Your Guidance.

Philanthropy Strategies that Achieve Your Clients’ Goals
Your clients rely on you for sound advice and trust you to offer the best options for their personal or professional needs. Our straightforward, flexible solutions are available to you when "taxable moments" happen in your clients' lives or when charitable conver­sations arise.

Professional Advisors

Their Investment.
Your Guidance.

Philanthropy Strategies that Achieve Your Clients’ Goals
Your clients rely on you for sound advice and trust you to offer the best options for their personal or professional needs. Our straightforward, flexible solutions are available to you when "taxable moments" happen in your clients' lives or when charitable conver­sations arise.

Maximize Charitable Giving

Working in partnership, we can maximize your client’s charitable giving. When requested, we can provide suggestions of nonprofits and initiatives that align with their charitable goals and will have a meaningful impact in our community.

Why work with Community Foundation Tampa Bay? 

You have your clients’ best interests at heart. We do too. We become part of the team that supports your client and allows you to provide them with specialized guidance to meet their charitable goals.

Have a complex gift?

We’ve done it before. Our philanthropy team has the knowledge and experience to handle complex donations, including retirement plans, real estate, life insurance, business interests, and more.

Flexible Investment Management Options

We offer them. Clients have the option to invest their Community Foundation charitable fund through their preferred investment manager or one of our pooled investment portfolios.
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Individually Managed Charitable Accounts (IMCA) Program

Our trusted philanthropic options intersect with your expert financial advice and your client’s interests
Community Foundation Tampa Bay’s IMCA program is a win-win for you and your client. Your client can use their charitable fund to support the causes they care about, and you, as the trusted advisor, can manage their charitable assets after they’ve been donated to their fund at Community Foundation Tampa Bay. Both you and your client have access to our knowledgeable staff of professionals who empower your clients’ philanthropic efforts.
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Get Started

Ready to learn more? Meet with one of our philanthropy experts.
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FAQs

Can I keep my client’s assets under my management?

Yes. Our Individually Managed Charitable Account (IMCA) program is a win-win for you and your client. Please visit the IMCA page or contact our philanthropy team to learn more.

What are the fees and initial gift minimums to open a fund?

Download our fee schedule.

I have a client who needs to open a charitable fund. What is the next step?

Creating a giving fund at the Community Foundation is quick and easy. The first step is to reach out to a member of our team, who will work through you or directly with your client, if preferred, to assess their giving intentions and complete a simple fund agreement that effectuates an impactful and strategic giving plan.

How do I move my client’s existing charitable fund to Community Foundation Tampa Bay?

If your client has a donor advised fund held at another provider, they can make a grant to their new DAF at Community Foundation Tampa Bay and close their DAF with their previous provider.If your client has a private foundation and would like to move it to Community Foundation Tampa Bay, our team will work with you and your client to understand their intentions and then help curate the most appropriate grantmaking solution for their new fund at the Community Foundation (DAF, Endowment, Scholarship, or a mixture of fund types).

Can my clients give outside the 5 counties?

Yes. The Community Foundation serves Pinellas, Hillsborough, Pasco, Hernando, and Citrus counties, but your clients can give to any public 501(c)(3) charity across the United States and in some cases outside the U.S.

How does the Individually Managed Charitable Account (IMCA) Program work?

Community Foundation Tampa Bay conducts a due diligence process on new accounts, including asset allocation review. Once approved, the Community Foundation opens a new corporate account with the investment firm. A new donor advised fund or family foundation is opened in 10-20 minutes and is ready to receive charitable donations. Assets are then transferred to the investment firm to manage (managers collect investment fees and post returns net of these fees). The Community Foundation administers grants from the fund to your client’s preferred nonprofits (local or national). On a quarterly basis, the Community Foundation notifies the investment firm of grants distributed from the fund. Your client and the investment manager have online access to the donor advised fund. Your client may use their fund for the charitable component of their estate plans, thereby necessitating the need for their investment manager to manage these assets after they pass. To learn more, please visit the Individually Managed Charitable Accounts (IMCA) page, here.

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