October 30, 2025
2025 Year-End Giving Deadlines Are Approaching
The end of 2025 is right around the corner, as are deadlines for charitable giving. Here are dates to keep in mind as the year winds down: Cash Donations IRA rollover checks must be received…
September 30, 2025
Essentials of Florida Asset Protection in Wealth Planning: Takeaways From September's Distinguished Speakers Series
Thank you to everyone who attended the September Distinguished Speakers Series programs, and special thanks to our speaker, Alan Gassman. Alan Gassman is a board-certified Trust and Estates la…
May 14, 2025
Key Provisions of a Charitable Gift Agreement
Most nonprofits will agree that a “perfect gift” is an unrestricted gift that can be used for any purpose. An unrestricted gift does not limit the organization to any restriction o…
February 11, 2025
Using and Misusing the Marital Deduction: Takeaways from January's Distinguished Speakers Series
Thank you to everyone who attended the January Distinguished Speakers Series programs, and special thanks to our speaker, Lauren Wolven. The event had a great turnout, with more than 80 attend…
December 5, 2024
Strategic Planning, Flexibility, and Long-Term Solutions for Your Professional Practice: Takeaways from November's Distinguished Speakers Series
Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Alan Rothschild, Jr. Esq.. The event had a great turnout, with more…
December 4, 2024
2024 Year-End Giving Deadlines
2024 year-end gifting deadlines for charitable contributions range from December 15 - December 31, depending on the type of assets outlined below. Cash donations: Credit card contributions…
December 4, 2024
Popular Year-End Strategies for Impact-Focused Philanthropists
As you discuss your year-end giving plan with your tax advisor, here are five popular strategies that are gaining traction with philanthropists across the country for your consideration: 1.…
November 13, 2024
Charitable Gifting Strategies
There are many types of assets to consider for gifting other than a cash gift. The Community Foundation of Sarasota County can accept non-cash gifts, such as appreciated stock and real estate,…
October 9, 2024
Tax Smart Charitable Giving, Especially with Retirement Assets: Takeaways from September's Distinguished Speakers Series
Thank you to everyone who attended the September Distinguished Speakers Series program, and a special thanks to our speaker, Christopher Hoyt. The event had a great turnout, with more than 50…