遗产捐赠

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.

In 1969, Needa Spells had an idea she believed could change lives. She wrote directly to the President of the United States, urging him to create a national program to teach children the value of saving money.

Retaining clients is a cornerstone of long-term business success in any profession or industry. Keeping an existing client, and earning additional work from that client, is often far more efficient than acquiring a new one.

When nonprofits talk about endowments, the conversation often centers on financial sustainability. Endowments can provide steady support through distributions, strengthen long-term stability, and help organizations navigate unpredictable fundraising cycles.

Nearly 20 years after his passing, Harold Corrigan's generosity continues to shape lives across the Tampa Bay community.

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.

You and your team no doubt understand how transformational bequests and legacy gifts can be for your organization. In 2024, total charitable giving in the United States reached $592.5 billion, according to the Giving USA 2025 report.

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.

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

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。

八月是全国立遗嘱月。这意味着您的客户在本月可能会比往常更多地阅读有关遗产规划的文章和听到有关遗产规划的消息，因此接下来的几周是促使您的客户重新审视其遗产规划的大好时机--如果他们还没有立遗嘱和信托的话，也可以按顺序立遗嘱和信托。

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。

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。

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。

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。

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"。

粮食不安全的面孔戴着许多面具。它可能是你街对面的邻居，可能是每天早上上下班时在人行横道上向你招手的小孩，也可能是你经过遛狗的老太太时，她会欣然向你微笑。

慈善赠与年金（CGAs）对慈善家的吸引力越来越大，这使得这种计划捐赠工具非常适合您的客户，他们喜欢前期减税、终生稳定的收入流以及剩余部分捐赠给慈善机构。

国会通过了备受瞩目的 1.65 万亿美元综合支出法案，即《2023 年综合拨款法案》（CAA）

八月是全国 "立遗嘱月"，围绕这一指定的宣传可能会促使您的客户向您询问他们的事务是否妥当。

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。

想象一下，一位客户坐在你的会议室桌前，会议是这样开始的：

坦帕湾社区基金会提供量身定制的家庭会议，帮助家庭规划慈善捐赠，以留下一份永恒的遗产。

坦帕湾社区基金会很高兴地宣布，我们的慈善事业高级副总裁 Sheila L. Kinman 已成为 21/64 认证顾问。

社区基金会发展慈善捐赠，使其所在地区--社区、城市和区域--成为一个更有活力、更繁荣、更有韧性的地方。