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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
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    • Donate Through Your Private Foundation
    • Support the Season of Sharing Campaign
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  • 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
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    • Giving Challenge
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    • Resource Materials
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  • 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

Our Services for Professional Advisors

We provide a highly personal and impact-focused approach to philanthropy to meet your clients’ needs.

Clients trust your professional expertise to create and manage wealth management strategies that will ultimately achieve their financial goals and economic security into the future. Philanthropy and charitable planning are also recognized as an integral part of the long-term life plan your clients undoubtedly seek. At the Community Foundation of Sarasota County, our colleagues develop customized philanthropic plans, providing your clients with a framework for giving that aligns with their values and has an everlasting positive impact on our community. 

For 44 years, the Community Foundation has offered a stable, trusted environment for your clients' funds, creating a “living legacy” for generations to come. With assets of $460 million in more than 1,570 charitable funds, the foundation has the expertise and ability to award millions of dollars in grants and scholarships each year. Since our founding in 1979, we have invested more than $396 million in the communities we serve throughout the region in education, health and human services, the arts, animal welfare, and the environment. 

A Living Legacy: The Muriel O'Neil Fund for the Performing Arts

Learn how conversations among a donor, an estate planning attorney, and Community Foundation of Sarasota County created sustainable funding for several cultural institutions in our area — Asolo Repertory Theatre, Florida Studio Theatre, Sarasota Ballet, The Players Centre for Performing Arts, and WEDU.

(March 2019; 4 minutes)


Our philanthropic advisors are a key member of any wealth management team. We offer a highly personal and impact-focused approach to philanthropy to meet your clients’ needs — and yours, as their advisor:

  • Preparation of customized gift instruments to ensure compliance with your clients’ wishes.
  • Personalized charitable gift illustrations to present to your clients (i.e., charitable gift annuities, charitable remainder trusts, etc.).
  • Confidential gift planning (your client may remain anonymous if desired).
  • If compliance with the terms of the gift instrument becomes impractical or impossible, we will find alternative venues to steward your clients’ charitable dollars to fulfill their charitable intent.

A Trusted Partner

Most importantly, we work through you — you stay in control of your client relationships. We provide support, information, and our expertise in charitable giving.

We help you build stronger relationships with your clients and their families. Your clients and their families will recognize and appreciate your help in achieving tax advantages and a positive charitable impact. By partnering with the Community Foundation, we help you connect across generations. When you help families establish a fund with us, you stay involved for generations.

Woman playing a violin
Charitable Giving Options
Financial Advisor Program
Financial Advisor Program
Distinguished Speaker Series
Distinguished Speaker Series
Resources and
 Tools
Resources and Tools
Betsey Pennewill headshot

Need assistance? Please contact:

Betsy Pennewill, JD
General Counsel
941-556-7152 
betsy@cfsarasota.org

November 29, 2022

Important Year-End Giving Dates

November 9, 2022

Events Season and Donor Advised Funds

November 4, 2021

The CARES Act: 2021 Provisions To Consider For Charitable Giving

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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

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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.

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