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…
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…