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Community Foundation Tampa Bay is pleased to welcome Laurie Valentine, JD to the team. Laurie will serve as Counsel, Philanthropic Giving and has more than 40 years of legal and nonprofit leadership experience. “We are thrilled to have Laurie join our team after serving as Chair of our Pinellas Regional Council and on our Board of Trustees for many years. She brings a wealth of knowledge and experience to the Foundation,” said Sheila Kinman, CAP®, Senior Vice President of Philanthropy.
You’ve probably begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 arrives. Remember, though, that even if you’ve already mentioned year-end deadlines, it’s worth continuing those reminders.
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of it, and you may know that this year's observance takes place October 19 through 25.
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder to “make a will” is good advice, of course, but a thoughtful estate plan usually involves much more than a single document.
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