坦帕湾的权利 - 福克斯 13 台坦帕湾 - 10/17/22

In many cases, we’re helping business owners structure their personal and family philanthropy. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to the charitable causes they care about most.

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.