If you are advising a client who is considering a planned gift or a gift in their will or trust to a fund at Community Foundation Tampa Bay, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.
Here is some basic information about our organization:
Legal Name
All charitable gifts should be directed to “Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL 33607, a Florida 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 59-3001853 for the [name of fund] U/A dated [date of fund agreement], as amended from time to time hereafter.”
Tax I.D. Number
Community Foundation of Tampa Bay, Inc.'s Tax ID number is 59-3001853.
Consistent with best assuring it can carry out its responsibilities to the organizations supported by the funds we administer, Community Foundation Tampa Bay tries to make arranging a gift to a fund at our organization that benefits one or more charitable causes they want to support as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:
- Read our suggested bequest wording.
- Download securities transfer instructions.
- Download a copy of Community Foundation Tampa Bay’s gift acceptance policies.
If one of your clients arranges an estate gift for the benefit of a fund at Community Foundation Tampa Bay, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes. Your client can also execute a Legacy Fund Agreement with us to provide further details regarding the use of their estate gift.
Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.
- To notify Community Foundation Tampa Bay that an estate gift has been arranged to benefit a nonprofit through a fund at our organization, please fill out our online form or print and mail this form to: 4300 W. Cypress Street, Suite 700, Tampa FL 33607.
Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift.
- Contact us to discuss a potential—or hypothetical—gift situation or to request a gift illustration.
- Give our online calculator a try.
Thank you for the work you do on behalf of our donors!