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…

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…