Jennifer Malin

Keep your eye on clients’ appreciated stock–always

Keep your eye on clients’ appreciated stock–always

Sheila Kinman, CAP® Senior Vice President, Philanthropy kinman@cftampabay.org   Such a difference a year makes–maybe!? By August 2022, markets were down for the year and inflation was up year-over-year. Perhaps consequently, but then unknown, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4% […]

For clients who may sell a business, the time to think charitably is right now

For clients who may sell a business, the time to think charitably is right now

Laurie Valentine, JD Counsel, Philanthropic Giving lvalentine@cftampabay.org   Business owners who’ve enjoyed summertime’s more relaxed energy can deservedly daydream about the “extended vacation” that comes with selling the business! While it all sounds good, business brokers will tell you that many business owners fail to optimize—and they sometimes even compromise—the value of their business’s proceeds […]

Join Us for Competitive Grant Information Sessions

Join Us for Competitive Grant Information Sessions

Please join the Community Foundation Tampa Bay and members of our Regional Councils as we share the details of our annual competitive grants process and ways in which we work with your organizations. All nonprofits are invited to attend these one-hour sessions. The sessions will cover the same information, so we encourage you to choose […]

Legacy giving: A conversation that’s full of opportunity

Legacy giving: A conversation that’s full of opportunity

Please contact a member of our philanthropy team to discuss this article or for assistance. We look forward to connecting with you.  August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next few weeks an especially good time […]

Helping your clients get organized: Structure is a critical step in multi-generational philanthropy

Helping your clients get organized: Structure is a critical step in multi-generational philanthropy

Please contact a member of our philanthropy team to discuss this article or for assistance. We look forward to connecting with you.   Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to make it ongoing? More and more, wealth advisors […]

Community Foundation Tampa Bay awards ten grants designed to empower women and girls

Community Foundation Tampa Bay awards ten grants designed to empower women and girls

Funding is part of this year’s $1.7 million competitive grant cycle which supported 58 nonprofit projects Tampa, Fla. (July 27, 2023) — The Community Foundation Tampa Bay has awarded $204,720 in funding to ten nonprofits for projects designed to empower women and girls. In addition, two of the organizations received multi-year opportunities totaling $140,000 in […]

Walter C. Jaap Scholarship Award

Walter C. Jaap Scholarship Award

Read about this special scholarship in the St. Pete Catalyst here. On Thursday, July 27, University of South Florida College of Marine Science student Sarah Sullivan became the second recipient of the annual Walter C. Jaap Memorial Scholarship, during a presentation at the Marine Sciences Laboratory. “When selecting a recipient, we look for students who […]

Congratulations to Veatrice Farrell for being invited to participate on the National Committee for Digital Inclusion Week

Congratulations to Veatrice Farrell for being invited to participate on the National Committee for Digital Inclusion Week

Congratulations to Veatrice Farrell, Director, Digital Inclusion St. Pete, for being invited to participate on the National Committee for Digital Inclusion Week. Digital Inclusion Week is an annual week of awareness, recognition, and celebration being held October 2-6, 2023 to promote and increase digital equity in all communities.

Welcome to Alaya Tyler, LEAP Tampa Bay College Access Network Program Specialist

Welcome to Alaya Tyler, LEAP Tampa Bay College Access Network Program Specialist

LEAP’s newest team member, Alaya Tyler, brings 4 years’ classroom teaching experience to the Program Specialist role, as well as two years in a higher education support role. Born in New Iberia, Louisiana, but raised in Tampa, Alaya earned an associate degree from Hillsborough Community College and studied Education at the University of South Florida. […]

Three suggestions for client conversations about AI and charitable giving

Three suggestions for client conversations about AI and charitable giving

Please contact a member of our philanthropy team to discuss advising clients about AI’s impact on charitable giving. News about the capabilities of artificial intelligence has skyrocketed over the last few months. As attorneys, accountants, and financial advisors, no doubt you are watching these developments closely, both because of the potential legal issues involved and […]

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