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Estate Planning: Exemption Sunsets Soon, Take Action to Preserve Your Legacy
In Tampa Bay, our sunsets are nothing short of spectacular. But there’s another kind of sunset approaching that affects estate planning decisions. Key estate tax provisions are potentially sunsetting at the end of 2025.
Tampa couple’s personal approach to philanthropy maximizes impact
Carl and Dr. Lyda Lindell have long been known as philanthropists. They’ve supported numerous nonprofits, initiatives, and causes locally and across the globe throughout their careers in Tampa Bay.
Nicolette Rea named Grant Chair of FAWL’s Pinellas Chapter
Nicolette Rea, J.D., Associate Counsel and Director of Donor Relations at Community Foundation Tampa Bay, has been elected Grant Chair of the Pinellas Chapter of the Florida Association for Women Lawyers (PFAWL) for the 2024-2025 year.
Robert Wood Johnson Foundation grant aids hurricane recovery & increases disaster preparedness
The Community Foundation Tampa Bay has received a $300,000 grant from the Robert Wood Johnson Foundation, which is committed to improving health and health equity in the United States.
Community Foundation Tampa Bay welcomes Barry Alpert to the Board of Trustees
Barry Alpert, as the founder of Alpert Financial Group, Inc., has extensive experience in the banking and insurance industries, having served as Chairman, Director, President and Chief Executive Officer of numerous financial services companies.
Community Foundation Tampa Bay is pleased to announce that Oscar J. Horton, Chairman & CEO of Horton Holdings LLC, has been named Chair of the Board of Trustees
Community Foundation Tampa Bay is pleased to announce that Oscar J. Horton, Chairman & CEO of Horton Holdings LLC, has been named Chair of the Board of Trustees.
I am a multidisciplinary, professional artist and amateur naturalist who has been focused on growing a self-sustainable oil painting practice for the past few years.
For clients who may sell a business, the time to think charitably is right now
Business owners who’ve enjoyed summertime’s more relaxed energy can deservedly daydream about the “extended vacation” that comes with selling the business!
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.
Now that the devastating storm has passed, our communities in Citrus, Hernando, Pasco, Pinellas and Hillsborough counties and our neighbors to the north face the long task of recovery.
Legacy giving: A conversation that’s full of opportunity
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 to prompt your clients to review their estate plans–or get their wills and trusts in order if they haven’t done so yet.
Helping your clients get organized: Structure is a critical step in multi-generational philanthropy
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?
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.
Community Foundation Tampa Bay awards ten grants designed to empower women and girls
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 additional investments.
Three suggestions for client conversations about AI and 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 also because of the ways AI can enhance your work.