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.
Community Foundation Tampa Bay is proud to support Keep Pinellas Beautiful as they work to restore natural habitats and strengthen storm resilience across our region. Their project, Resilient Roots, was selected to receive funding through our Competitive Grants cycle because it addresses a clear and timely community need: rebuilding the tree canopy lost during the 2024 hurricane season.
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.