Tools You Can Use
As your partner in generosity, we have several resources available to you. If you’re looking for something you don’t see, let us know.
Achieve Your Clients’ Giving Goals
You are your clients’ trusted advisor. You’ve helped them build their businesses, provide for their families and grow their assets. They rely on you for advice. They want you to offer options and suggest solutions, including times when charitable giving may be right. You have your clients best interests at heart. So do we.
We specialize in strategic, impact-minded givers
- We are different: Our mission is to help people with meaningful philanthropy. We offer straightforward, flexible solutions when "taxable moments" happen in your clients' lives or when charitable conversations arise.
- We are proven: Our donors and their advisors know that we have the tools to grow charitable giving on a large scale, maximizing impact in the community.
- We are flexible: We have in-depth knowledge of our community’s nonprofits and needs and can structure gifts to have maximum impact. We can handle complex donations, including retirement plans, real estate, life insurance, business interests and more.
- We are the best at what we do: Over 30+ years, we have worked hard to build a reputation of trust, leadership and neutrality. We excel in our grantmaking, our stewardship and our ability to convene discussions that help make the greatest impact.
- We are customized: We allow your clients to invest their Community Foundation charitable fund through their preferred investment manager or pooled investment portfolios.
Many of my clients have a passion for making a positive difference through their charitable giving. The Community Foundation connects their passion with purpose. I rely on the Community Foundation as a trusted partner to advance and protect their charitable intentions.
William R. Lane, Jr.
Partner,
Holland & Knight LLP
Giving Opportunities for Your Clients
We have a variety of ways to help your clients meet their charitable giving goals. Whether those goals are for immediate or lifetime giving, part of an estate plan or focused on strategic family philanthropy, we can customize a charitable fund that works best for them. Options include:
Traditional Donor Advised Fund
A versatile way to make charitable contributions when and how your client chooses.
Foundation Within the Foundation
Offers the benefits of a private foundation without the cost, time and administration.
Personalized
Legacy Fund
Assures that charitable dollars are earmarked for the future and will be expertly managed.
Annuities, Trusts
& Other Options
Creative solutions to meet your clients’ goals, including Charitable Gift Annuities, Charitable Remainder Trusts, gifts from IRAs and more. Contact one of our philanthropy advisors to discuss options.
How We Can Work Together
Our trusted philanthropic options intersect your expert financial advice and your client’s interests
A client may come to you for advice about a life event. The event may have already happened or be on the horizon. Either way, it’s likely there are tax implications.
The Community Foundation staff works as an extension of your team. While you direct what is best for your client’s individual situation, we follow your lead to administer the charitable component of their plan.
Ready to do great things together?
Let’s talk.
Community Foundation Tampa Bay has been growing philanthropy in Hillsborough, Pinellas, Pasco, Hernando and Citrus counties since 1990. Whatever good you are inspired to do, we are here to help you do it.
EIN# 59-3001853
COMMUNITY FOUNDATION TAMPA BAY IS A PUBLIC CHARITY RECOGNIZED AS A TAX EXEMPT ORGANIZATION BY THE IRS UNDER SECTION 501(C)(3). COMMUNITY FOUNDATION TAMPA BAY MEETS ALL REQUIREMENTS SPECIFIED BY THE FLORIDA SOLICITATION OF CONTRIBUTIONS ACT. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OR VIA THE INTERNET AT https://www.fdacs.gov/Divisions-Offices/Consumer-Services. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE FOUNDATION’S STATE REGISTRATION NUMBER IS CH793.
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4300 W. Cypress Street
Suite 700
Tampa, FL 33607
Phone: 813.282.1975
Fax: 813.282.3119
110 Central Ave.
St. Petersburg, FL 33701
Phone: 727.777.5858
