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…
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 9, 2022
Events Season and Donor Advised Funds
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
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…