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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.
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.
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.
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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