Yes. Our Individually Managed Charitable Account (IMCA) program is a win-win for you and your client. Please visit the IMCA page or contact our philanthropy team to learn more.

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在社区基金会创建捐赠基金简单快捷。第一步是联系我们的团队成员，他们将通过您或直接与您的客户（如果愿意的话）合作，评估他们的捐赠意图，并完成一份简单的基金协议，以实施具有影响力和战略性的捐赠计划。

If your client has a donor advised fund held at another provider, they can make a grant to their new DAF at Community Foundation Tampa Bay and close their DAF with their previous provider. If your client has a private foundation and would like to move it to Community Foundation Tampa Bay, our team will work with you and your client to understand their intentions and then help curate the most appropriate grantmaking solution for their new fund at the Community Foundation (DAF, Endowment, Scholarship, or a mixture of fund types).

社区基金会为皮内拉斯、希尔斯伯勒、帕斯科、埃尔南多和柑橘县提供服务，但您的客户可以向全美任何公共 501(c)(3) 慈善机构捐赠，在某些情况下也可以向美国境外的任何公共 501(c)(3) 慈善机构捐赠。

First, Community Foundation Tampa Bay conducts a due diligence process, including a review of asset allocation. Once approved, a corporate account is opened with the investment firm, and a donor advised fund or family foundation is established—typically within 10 to 20 minutes—ready to receive charitable contributions.

Assets are then transferred to the investment firm for management. Investment managers collect fees and post returns net of those fees. The Community Foundation administers grants from the fund to your client’s preferred nonprofits, whether local or national. On a quarterly basis, the Foundation notifies the investment firm of grants distributed from the fund.

Both your client and their investment manager have online access to the donor advised fund. The fund may also serve as the charitable component of your client’s estate plan, allowing the investment manager to continue overseeing the assets after the client’s passing.

To learn more, please visit the Individually Managed Charitable Accounts (IMCA) page.