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…
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,…
September 11, 2024
Talking With Your Client About Charitable Giving
Talking with your clients about charitable giving is an important aspect of the attorney – client relationship, especially for estate planners and business attorneys who deal with family…
May 23, 2024
Partnership is Key: The Community Foundation of Sarasota County and the Sarasota County Bar Association
By Amanda R. Kison, Sarasota County Bar Association, 2023-2024 President Throughout history, many famous duos have emerged that just seem destined to be paired up—think Bert and Ernie, B…
May 20, 2024
Why Should I Recommend a Donor Advised Fund at the Community Foundation of Sarasota County?
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
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
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
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…