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Case study: Charitable giving in a down market
While headlines may or may not signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients
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From Property to Purpose: Rethinking Charitable Gifts of Real Estate
If you work with individuals and families who are engaged in philanthropy, you know that real estate can be a powerful asset for charitable giving.
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Women and philanthropy: Four insights to inform your practice
At Community Foundation Tampa Bay, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes.
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Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you likely work with clients who own a family business. You may also recognize that strategic philanthropy can play a role in succession planning
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Documentation is no joke and coffee is not milk: Two important tax rulings
At Community Foundation Tampa Bay, we value the role you play in helping individuals and families make the most of their charitable giving. That is why we provide regular updates on legal and policy developments that may affect your clients.
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A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success in any profession or industry. Keeping an existing client, and earning additional work from that client, is often far more efficient than acquiring a new one.
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What’s new in the numbers: A recap of charitable tax rules in 2026
As 2025 transitioned into 2026, you were likely already monitoring the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. An equally important consideration is how these changes may affect your clients’ charitable giving.
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Planning for Life’s Uncertainties: Safeguarding Charitable Intentions
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.
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Why Donor Advised Funds are Still Essential in 2026 – and 3 Simple Steps to Open One
Donor advised funds remain a highly relevant and strategic charitable giving tool for your clients in 2026. Here's how to get started.
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Legacy giving: A simple plan to get started
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.
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Aligning Business Transitions with Charitable Goals: What Advisors Should Know
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.
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This Season of Giving: Key Opportunities to Support Your Clients
December is a meaningful time for many people. It is a season of reflection, generosity, and planning for the year ahead. As the year draws to a close, there is still plenty of time to support clients who are making their December giving decisions.
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Inherited IRAs: A Charitable Solution?
Many financial advisors remember when clients who inherited an IRA could stretch required withdrawals over their lifetimes, minimizing the annual income tax burden. That option changed
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Donor-advised funds: Flexible, tax-friendly, and just the beginning
A donor-advised fund offers a centralized way to manage gifts of cash, appreciated stock, and other assets while maintaining flexibility
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Three clients. Three solutions. One common theme.
As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients, first and foremost as an act of generosity, but also as a powerful tool in tax planning. Consider the following hypothetical client situations:
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Quiet Types: Spotting Clients Who Prefer to Give Anonymously
As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?
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Charitable remainder trusts: What, where, who, why, when, and how?
What is a Charitable Remainder Trust (CRT)? For many attorneys, CPAs, and financial advisors, CRTs can be a powerful solution for the right client. Here's everything you need to know.
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One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law on July 4, 2025. Here are the key takeaways that will impact philanthropy.
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Ponderar as opções: Fundação privada ou fundo aconselhado por doadores?
Como consultor de confiança do seu cliente, ajudou a construir o seu futuro financeiro - e nós estamos aqui para ajudar a construir o seu legado filantrópico.
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Doação sensata: Aconselhar os clientes sobre o apoio a acções de socorro em caso de catástrofe
Na sequência dos devastadores incêndios florestais na Califórnia que assolaram as comunidades em redor de Los Angeles no início de 2025, muitos dos seus clientes estavam compreensivelmente ansiosos por prestar assistência às pessoas afectadas.
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QCDs: $105.000, $108.000 e mais coisas para sorrir
À medida que você e outros advogados, CPAs e consultores financeiros dão os retoques finais na implementação dos planos de doações de caridade de fim de ano dos clientes, você pode ter um momento em que isso o atinge: "Espera, como é que funciona exatamente uma Distribuição de Caridade Qualificada?"
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Navegando em doações de caridade: Orientando seus clientes durante o processo
No outono, muitas pessoas concentram-se nas doações para fins caritativos, pois estão ansiosas por causar impacto e beneficiar de potenciais vantagens fiscais.
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A abordagem pessoal de um casal de Tampa à filantropia maximiza o impacto
Carl e a Dra. Lyda Lindell são conhecidos há muito tempo como filantropos. Apoiaram inúmeras organizações sem fins lucrativos, iniciativas e causas locais e em todo o mundo ao longo das suas carreiras em Tampa Bay.
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Doações em criptomoeda: Abraçar o futuro da filantropia
A criptomoeda registou um ressurgimento em termos de popularidade, tal como destacado num episódio recente do podcast "The Daily" do The New York Times.
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Manter-se atento às acções apreciadas pelos clientes - sempre
Em agosto de 2022, os mercados estavam em baixa para o ano e a inflação estava a subir em relação ao ano anterior.
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