• Our Blog
  • Stories of Impact
  • Donor Central Login
  • Contact Us
  • Accessibility & Languages Enable Recite
  • Search
  • Increase Font
  • Decrease Font
  • Greyscale
  • Highlight Links
  • Regular Font
  • Reset
Community Foundation of Sarasota County
  • Donors

    Every One Can Make a Difference

    • Create a Charitable Fund
    • Learn How to Give
    • Join the Legacy Society
    • Establish or Participate in a Giving Circle
    • Consult with Your Professional Advisor
    • Find Inspiration through Donor Stories
    • Support Our Community
    • Donate Through Your Private Foundation
    • Support the Season of Sharing Campaign
    • Research Nonprofits
    • Donor Central Login
  • Advisors

    Our Services for Professional Advisors

    • Charitable Giving Options
    • Financial Advisor Program
    • Distinguished Speaker Series
    • Resources and Tools
  • Nonprofits

    Our Support for Nonprofits

    • Grant Opportunities
    • The Giving Partner
    • Giving Challenge
    • Workshops and Trainings
    • Agency Funds
    • Resource Materials
    • Nonprofit News
  • Students

    Scholarship Opportunities

    • Scholarships for Students Under 24 Years of Age
    • Scholarships for Students 24 Years of Age or Older
    • Tools and Resources for Scholarship Planning
    • Become a Scholarship Committee Volunteer
  • Community Knowledge and Impact

    Community Knowledge and Impact Overview:

    Our Philosophy
    Community Data, Tools, and Reports

    Areas of Impact:


    Community Care


    • Emergency Needs &
      Disaster Relief
    • Providing Stability
    • Health & Hunger
    • Animals
    • Environment
    • Placemaking

    Empowerment and Success


    • Literacy Support
    • Student Enrichment
    • Scholarship Opportunities
    • Career Development &
      Advancement
    • Lifelong Connections

    Belonging and Culture


    • Strengthening Families
    • Bridging Generations
    • Uniting Community
    • Cultural Development &
      The Arts
    • Building Support & Capacity

    Our Initiatives:

    • Campaign for Grade-Level Reading Through a 2-Generation Lens
    • “EdExploreSRQ” Student Learning
    • Education and Career Scholarships
    • Season of Sharing Donation Campaign
    • Strauss Literacy Initiative
    • Student Emergency Fund
    • Suncoast Disaster Recovery Fund
    • The Giving Challenge
     
  • Media & Stories

    The Latest:

    • Stories of Impact
    • Our Blog
    • Press Releases
    • Community Voices
    • News Articles
    • Social Media

    Resources:

    • E-Newsletters Signup
    • Press Kit
    • Publications

    Media Galleries:

    • Video Library
    • Photo Gallery
    • Podcast Library
  • About Us

    About:

    • Mission and Values
    • History of Community Impact
    • Diversity, Equity, Inclusion
    • Celebrating 40 Years
    • Accreditations
    • Fast Facts

    Leadership:

    • Our Board of Directors
    • Our Staff

    Financial Stewardship:

    • Audited Financials & Tax Returns

    Contact:

    • Ways to Reach Us

    Careers:

    • Overview and Openings
    • Our Benefits and Culture

    Events:

    • Upcoming Events
    • Request a Speaker

    Foundation Partners:

    • Manatee Community Foundation

DONATE NOW

Financial Advisor Program

Mixing business and philanthropy is a wise investment.

Establishing a charitable fund at the Community Foundation of Sarasota County is a practical recommendation for a financial advisor to help his/her clients achieve their charitable goals. Financial advisors may continue their customized investment management of their clients’ charitable assets that exceed $250,000.

The Community Foundation’s Financial Advisor Program is advantageous for all parties by creating an enduring and positive impact on your clients' charitable causes. Benefits to the financial advisors include:

  • Retaining management of a clients' charitable assets at his or her financial institution.
  • Continuing to manage a clients' assets with an agreed-upon fee schedule.
  • Converting non-managed client assets – such as real estate, closely-held interests in business, and personal property – into charitable assets that the financial advisor will manage.
  • Offering clients a value-added service by connecting them to the Community Foundation, which has deep-rooted knowledge of community needs and nonprofit capacity.

The Financial Advisor Program particularly benefits your clients who:

  • Plan to sell a closely-held business.
  • Have high capital gains tax exposure.
  • Are in a “transition” phase of life, such as empty nest or retirement, or are involved in estate planning.
  • Want to grow their charitable contributions tax-free over time.
  • Want a charitable deduction now with the flexibility to make grants in the future.
  • Have a family foundation and wish to use a donor advised fund for their mandatory annual 5% distribution.
  • Have a desire to give back to their community and leave a legacy for future generations.
  • Enjoy meeting like-minded donors at philanthropic education sessions offered at the Community Foundation.

The Financial Advisor Program requires financial advisors to adhere to the Community Foundation’s Investment Policy Statement and professional and industry standards in managing charitable donor funds.

Laura Spencer headshot

Need assistance?

Erin Jones
Chief Financial  Officer
941-556-7144  
ejones@cfsarasota.org

November 29, 2022

Important Year-End Giving Dates

November 9, 2022

Events Season and Donor Advised Funds

Share This Page

Top
Community Foundation of Sarasota County
Contact Us

2635 Fruitville Rd.,
Sarasota FL 34237
Directions and Map

P: (941) 955-3000
F: (941) 952-1951
8:30 a.m. – 5 p.m., M – F
info@cfsarasota.org

Connect with Us

Website Privacy Policy | Site Map

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 (OR 1-800-352-9832 EN ESPAÑOL) OR GOING ON THE DEPARTMENT’S WEBSITE WWW.FDACS.GOV/CONSUMERSERVICES.  REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. One hundred percent (100%) of the donation is received by the Community Foundation of Sarasota County, registration #CH2471.

Charity Navigator logo
Community Accredited Foundation Logo
Southeastern Council of Foundations Logo

© 2022 Community Foundation of Sarasota County. All rights reserved.