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.

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.

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?