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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.
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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.
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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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The final months of the year are critical for fundraising, but year-end success involves more than sending an appeal in December and crossing your fingers that donors respond. Now is the time to engage the full spectrum of your supporters.
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As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check.
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The new trustees bring experience spanning business, law, higher education, finance, real estate, and community service, strengthening the Foundation’s board as it works to connect philanthropy with opportunities to create lasting impact across the Tampa Bay region.
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For many donors, a scholarship fund is more than a financial commitment—it’s a reflection of deeply held values. It represents a belief in education, opportunity, and the potential of future generations.
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Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. That’s not only normal—it’s a strength! Recent research reinforces what many donors already know intuitively: generosity looks different for everyone.
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Nonprofit organizations have long known that the IRS Form 990 is more than just a tax filing. It is a public document that funders, donors, watchdog organizations, journalists, and community partners often review to better understand an organization’s governance, financial stewardship, and mission impact.
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As Millennials accumulate wealth and Gen Z advances through its early working years, these younger donors are increasingly embracing strategic philanthropy, with many prioritizing purpose-driven giving, recurring donations, donor advised funds, and charitable organizations.
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In many cases, we’re helping business owners structure their personal and family philanthropy. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to the charitable causes they care about most.
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Often charitable giving conversations begin (and end!) with cash or appreciated stock. And, of course, you know that appreciated stock is an excellent option for your clients to fund a donor advised or other type of fund at Community Foundation Tampa Bay.
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What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time, become administratively burdensome, especially as leadership transitions to the next generation. In many cases, transferring a private foundation’s assets to a donor advised fund at Community Foundation Tampa Bay can offer a simpler and more flexible path forward.
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For years, experts have talked about the coming “Great Wealth Transfer”—the massive movement of wealth expected to pass from Baby Boomers to younger generations over the next two decades. But are you seeing it at your organization?
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If you keep an eye on initial public offerings (IPOs), it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted—including charitable planning.
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“Charitable lead trust” is far from a household word, and you may not encounter the need for one very often in your practice. However, in the right client situations, they can be a valuable planning tool.
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With graduation season coming to a close, hundreds of students in our community will be headed off to college in a couple of months—and many of your scholarship funds will soon be making awards to help students cover tuition and expenses.
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For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are already familiar. That is not necessarily the case for many of your clients.
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For Jeanne Coleman, philanthropy has never been a question of whether to give. It is simply part of who she is. “I was raised by philanthropic parents. I can't remember a time that we didn't have a mission of giving.”
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Community Foundation Tampa Bay announced that President & CEO Marlene Spalten plans to retire in June 2027 after nearly fourteen years of transformational leadership that helped establish the Foundation as the largest community foundation in Florida and one of the largest in the nation.
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Many people want to approach their charitable giving thoughtfully, but that does not always make the process simple. One of the most common challenges donors face is feeling confident in their decisions.
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Community Foundation Tampa Bay announced it has awarded a record-breaking $2,520,473 through its 2026 Annual Competitive Grants cycle
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As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors.
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Many nonprofits have noticed a subtle shift in donor behavior over the last several years: more donors are giving with advice. Some donors consult a financial advisor or CPA for year-end planning. Some work with an estate planning attorney
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