复杂捐赠

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.

At some point in your adult life, you have likely recognized the importance of putting a will, trust, and powers of attorney in place, along with thoughtful financial planning to stay on track with retirement and other goals for yourself and your family.

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.

The team at Community Foundation Tampa Bay is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. As you support charitable clients, you routinely incorporate philanthropic intentions into wills, trusts, and beneficiary designations.

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.

Many financial advisors remember when clients who inherited an IRA could stretch required withdrawals over their lifetimes, minimizing the annual income tax burden. That option changed

As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients, first and foremost as an act of generosity, but also as a powerful tool in tax planning. Consider the following hypothetical client situations:

卡尔-林德尔（Carl Lindell）和莉达-林德尔（Lyda Lindell）博士一直以慈善家著称。他们在坦帕湾工作期间，支持了当地和全球的许多非营利组织、活动和事业。

正如《纽约时报》"The Daily "最近的一集播客中所强调的那样，加密货币重新受到欢迎。

企业主们在享受了夏季的轻松活力后，理所当然地会对出售企业带来的 "长假 "产生遐想！

在过去的几个月里，有关人工智能能力的新闻激增。作为律师、会计师和财务顾问，毫无疑问，你们都在密切关注这些发展，一方面是因为其中涉及潜在的法律问题，另一方面也是因为人工智能可以提升你们的工作。

请联系我们的慈善团队成员，讨论这些值得关注的夏季话题。

在过去的几个月里，许多顾问注意到，客户关于在死后将其退休储蓄计划和其他退休计划留给慈善机构的咨询有所增加。

根据美国国税局的计划，计划投资于国税局升级的 800 亿美元中，大部分将用于 "提高富裕纳税人和企业的纳税遵从度"。

一月份是开始帮助客户计划年度捐赠的好时机。

坦帕湾社区基金会经常对那些采用创新或非传统方法来满足社区需求的非营利组织进行早期投资。

在美国，大部分捐赠活动都发生在第四季度。我们社区有成千上万家有价值的非营利组织，临近年底，我们的收件箱和信箱里开始收到大量的支持请求。

一对母子提出了一个崭新的想法。他们利用原本会被浪费掉的食物，为贫困社区送去了饭菜。

市场下跌和通货膨胀使得 2022 年对一些客户来说是更具挑战性的一年，他们难以实现传统的捐赠目标或年初的捐赠意愿。

在向客户提供有关加密货币的建议时，大多数顾问都会格外谨慎。

在过去两年中，坦帕湾社区基金会帮助当地企业向慈善机构捐赠了超过 2,600 万美元的紧密型商业利益。

无论您是想制定短期计划还是考虑长期战略，我们的团队都能与您分享有关本地非营利组织和社区需求的知识。

坦帕湾社区基金会上个月失去了一位最热心的倡导者。

根据 2021 年 6 月作为《美国捐赠》报告一部分发布的 2020 年统计数据，去年美国人留给慈善机构的遗赠总额接近 420 亿美元。