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Jennifer Malin

Adopt a “donor beware” attitude when making some charitable gifts

Adopt a “donor beware” attitude when making some charitable gifts

Please contact Laurie Valentine, JD regarding charitable gift options.     Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions. With annual inflation hovering at 8% (and no relief in sight) and liquidity perhaps less than ideal, cash may be hard […]

Strong year-end giving in a bear market: Donor-advised funds come in handy

Strong year-end giving in a bear market: Donor-advised funds come in handy

  If you or your clients are looking for year end giving strategies please reach out to Sheila Kinman, CAP® or Denyve Boyle, CFRE. Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than done. […]

Counseling your clients about nonprofits: The good, the bad, and the big leaps

Counseling your clients about nonprofits: The good, the bad, and the big leaps

The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector. As an advisor, you are more likely than ever to represent clients who hold executive positions at nonprofits, serve in key roles on […]

Disaster philanthropy: Your clients and the important role of individual philanthropy

Disaster philanthropy: Your clients and the important role of individual philanthropy

  If you or your clients would like to know more ways to help those impacted by Hurricane Ian, please contact either Sheila Kinman, CAP® or Denyve Boyle, CFRE.   Sadly, your philanthropic clients have likely grown accustomed to making charitable donations to support disaster relief. Individual donations provide critical resources to help communities recover from […]

Hanging in there: Charitable giving in a challenging economy

Hanging in there: Charitable giving in a challenging economy

  If you or your clients are looking for ways to make the most strategic charitable investment into our community, please reach out to Sheila Kinman, CAP® or Denyve Boyle, CFRE. Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in […]

Team Honored at Planning & Design Awards

Team Honored at Planning & Design Awards

The team was honored to receive an Award of Excellence for our work creating the Nonprofit Needs List during the pandemic at the Hillsborough County Planning Commission’s 40th Annual Planning & Design Awards program on October 27, 2022. The event showcased excellence in planning and design that has contributed to quality of life in our […]

Social Venture Partners Tampa Bay Fast Pitch Back in Action

Social Venture Partners Tampa Bay Fast Pitch Back in Action

Social Venture Partners Tampa Bay (SVPTB) is part of a global collective of successful professionals who leverage their time, expertise, and resources to develop strong nonprofits in their communities. SVPTB Partners invest their time and talent in innovative nonprofits while actively nurturing their investments with personal guidance and resources. Established in 2017, Social Venture Partners […]

Quarterly Art Wall Exhibition Features Creative Clay Artist, Yalanda Speights

Quarterly Art Wall Exhibition Features Creative Clay Artist, Yalanda Speights

This quarter we are featuring Creative Clay artist, Yalanda Speights, on our local art wall. Creative Clay‘s mission is to help people with disabilities achieve full and inclusive lives by providing expressive, educational and vocational experiences in the arts. Yalanda Speights was a Creative Clay member artist from 2002 to 2018. Her broad-stroked colorful circles […]

Community Foundation Tampa Bay launches Hurricane Ian relief efforts

Community Foundation Tampa Bay launches Hurricane Ian relief efforts

Community Foundation mobilizes efforts to help local non-profits provide additional services and address physical damage after Hurricane Ian Tampa, Fla. (October 5, 2022) — The Community Foundation Tampa Bay has expanded funding opportunities for nonprofits that have been affected by Hurricane Ian. Many local nonprofits are now seeing an increase in demand for services while simultaneously […]

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