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…
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 28, 2024
In Defense of the Donor-Advised Fund
At our Community Foundation and others across the nation, many generous donors begin their relationship with charitable giving through establishing a Donor-Advised Fund (DAF), which allows don…
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…