Make a plan–and make your favorite charities part of it

by Laurie Valentine, JD, Senior Counsel, Philanthropic Giving

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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. You may also be among the many individuals who have incorporated charitable giving into a comprehensive financial and estate plan.

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If you have not yet included charitable provisions in your will, trust, or broader financial plans, it is never too late or too early to do so. Community Foundation Tampa Bay is honored to work alongside you and your legal, tax, and wealth advisors to establish charitable giving structures that align with your intentions. Thoughtful planning can support the charities and causes you care about while reinforcing your overall tax and estate planning objectives.

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Formalizing your charitable intentions can bring a meaningful sense of purpose. When charitable giving is part of your estate plan, your values and philanthropic commitments can continue to guide your impact well beyond your lifetime.

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Taking the time to create or update your plan is an act of care for the people and causes that matter most to you. Whether your goals are straightforward or more complex, intentional planning helps ensure your generosity is clear, lasting, and aligned with your vision for the future. If you are considering how to incorporate charitable giving into your estate or financial plans, Community Foundation Tampa Bay is here to help you explore options and create a legacy that reflects what matters most to you.

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Laurie Valentine, JD, Senior Counsel of Philanthropic Giving at Community Foundation Tampa Bay, has served as part of the staff since 2022. With expertise in charitable giving, estate planning, and nonprofit law, she helps professional advisors, philanthropically minded individuals, and families navigate and create impactful legacies in Tampa Bay. She can be reached by phone at (813) 692-1880 or via email at lvalentine@cftampabay.org.

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