捐赠者建议基金

“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.

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.

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.”

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.

While headlines may or may not signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients

If you work with individuals and families who are engaged in philanthropy, you know that real estate can be a powerful asset for charitable giving.

At Community Foundation Tampa Bay, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes.

As an attorney, CPA, or financial advisor, you likely work with clients who own a family business. You may also recognize that strategic philanthropy can play a role in succession planning

For the Douglas family, philanthropy began with a thoughtful decision to be strategic and intentional.

Donor advised funds remain a highly relevant and strategic charitable giving tool for your clients in 2026. Here's how to get started.

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.

A donor-advised fund offers a centralized way to manage gifts of cash, appreciated stock, and other assets while maintaining flexibility

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:

作为客户值得信赖的顾问，您已经帮助客户打造了他们的财务未来，而我们也将帮助他们打造慈善遗产。

当您和其他律师、注册会计师以及财务顾问为客户的年终慈善捐赠计划做最后的收尾工作时，您可能会有这样的想法："等等，合格慈善分配到底是如何运作的？

许多人在秋季关注慈善捐赠，因为他们渴望在发挥影响力的同时享受潜在的税收优惠。

在坦帕湾，我们的日落美不胜收。但还有另一种夕阳即将来临，影响着遗产规划决策。关键的遗产税条款可能会在 2025 年底日落。

到 2022 年 8 月，市场全年下跌，通胀同比上升。

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！

向子孙后代灌输慈善捐赠的理念乍看起来似乎很容易，但从何入手，又如何使其持续下去呢？

您的慈善客户很可能可以证明，他们所支持的许多非营利组织的日子都不好过。

通过坦帕湾社区基金会，您的遗产捐赠将确保您的价值观和热情得以延续。您的捐赠，无论其形式或大小，都有助于建设一个人人都有机会茁壮成长的社区。

慈善扣税立法起起伏伏。改革提案层出不穷，导致《国内税收法》中有关慈善捐赠的条款时有变动。

一月份是开始帮助客户计划年度捐赠的好时机。