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.

Download our fee schedule.

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.

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).

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.

First, Community Foundation Tampa Bay conducts a due diligence process, including a review of asset allocation. Once approved, a corporate account is opened with the investment firm, and a donor advised fund or family foundation is established—typically within 10 to 20 minutes—ready to receive charitable contributions.

Assets are then transferred to the investment firm for management. Investment managers collect fees and post returns net of those fees. The Community Foundation administers grants from the fund to your client’s preferred nonprofits, whether local or national. On a quarterly basis, the Foundation notifies the investment firm of grants distributed from the fund.

Both your client and their investment manager have online access to the donor advised fund. The fund may also serve as the charitable component of your client’s estate plan, allowing the investment manager to continue overseeing the assets after the client’s passing.

To learn more, please visit the Individually Managed Charitable Accounts (IMCA) page.