May 20, 2024

Why Should I Recommend a Donor Advised Fund at the Community Foundation of Sarasota County?

By Blog, Betsy Pennewill, Jay Young,

Donor Advised Funds (DAFs) are the fastest growing charitable vehicle to offer clients. They’re easy to establish, offer flexibility as to timing to make grants, and the donor immediatel…

February 23, 2024

Top 3 Takeaways from the 58th Annual Heckerling Institute on Estate Planning

By Betsy Pennewill,

1. Reporting Requirements First, the reporting requirements for individuals and entities under the Corporate Transparency Act (CTA) was the topic of the conference. Commencing January 1, 2024…

January 22, 2024

Achieving Success in Business Succession Planning: Takeaways from January's Distinguished Speakers Series

By Blog,

Thank you to everyone who attended the January Distinguished Speakers Series programs, and a special thanks to our speaker, Jere Doyle. The event had a great turnout, with 100+ attendees learn…

November 16, 2023

Dealing with Difficult Families and Deceitful Fiduciaries: Takeaways from November's Distinguished Speakers Series

By Blog,

Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Professor Roberta (Bobbi) Flowers. The event had a great turnout, w…

September 20, 2023

Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series

By

Thank you to everyone who attended the September Distinguished Speakers Series programs, and a special thanks to our speaker, Dr. Russell James, PhD. The event had a great turnout, with 120 at…

September 6, 2023

Why Should I Choose a Community Foundation Donor Advised Fund Over a Commercial Donor Advised Fund?

By Blog, Betsy Pennewill,

Donor Advised Funds (DAFs) are the fastest growing charitable vehicle to offer clients. They’re easy to establish, offer flexibility as to timing to make grants, and the donor immediatel…

November 9, 2022

Events Season and Donor Advised Funds

By Blog, Jay Young,

Fundraising events are as critical as ever to many local organizations to support their important missions. We are grateful for the generosity and collaboration of many donors in supporting t…

September 13, 2022

Win an Income-Tax Trifecta With Charitable Donations

By

From The Wall Street Journal, Sept. 2, 2022 by Laura Saunders Death is a certainty, but some taxes actually aren’t when you make charitable bequests using individual retirement account…

November 4, 2021

The CARES Act: 2021 Provisions To Consider For Charitable Giving

By Blog, Betsy Pennewill,

As long as the market remains strong and because the CARES Act is still in effect, 2021 is the year to consider making a significant charitable gift. However, first and foremost, always talk…