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…
November 2, 2023
Year-End Gifting: Important Dates
The end of the year is fast approaching, and the outpouring of support that has characterized 2023 is heartwarming. The support our donors have generously given have helped make our community…
September 20, 2023
Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series
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?
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 29, 2022
Important Year-End Giving Dates
It's hard to believe the year is almost over, and we're so moved by the outpouring of generosity that has characterized 2022. In a year of many needs, this community has risen to the challenge…
September 8, 2020
An Organization with Heart
Editor’s Note: Chip Gaylor Esq., Attorney at Law at Muirhead, Gaylor, Steves & Waskom, P.A., serves as Legal Counsel to the Community Foundation of Sarasota County, previously servin…