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.

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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.

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.