Building Philanthropy for a Better Florida

Community Foundations of Florida: Information for Advisors


Florida's community foundations can support you and your clients at every step in the charitable giving process.

We can help you:

  • Identify your clients' charitable giving interests and motivations
  • Match personal charitable interests with tax planning needs
  • Create and implement charitable plans that are integrated into major business, personal, and financial decisions
  • Facilitate complex forms of giving and execute technical giving instruments (such as charitable remainder trusts)
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving
Explore this page for customized resources and tips to help you help your clients meet their goals. To locate the community foundation in your area, click here.

Ten Reasons

Ten reasons advisors welcome community foundations as a partner in helping their clients:
  1. We enable you to broaden your practice by building on our philanthropic expertise.
  2. We provide highly personalized service tailored to each individual's charitable and financial interests.
  3. We are a local organization with deep roots in the community.
  4. Our professional program staff's knowledge on community issues and needs is available to donors on request.
  5. Our donor-advised funds help people invest in the charities they already care about, and learn about new causes to invest in.
  6. We accept a wide variety of assets, and can facilitate even the most complex forms of giving.
  7. We offer maximum tax advantage under state and federal law.
  8. We multiply the impact of gift dollars by pooling them with other gifts and grants.
  9. We offer permanence to donors, through endowment funds and multi-generational involvement.
  10. We are community leaders, convening agencies and coordinating resources to create positive change.
To learn more about how you can partner with a community foundation to help your clients achieve their financial, personal, or business goals, click here to find a community foundation in your area.


Advisor Resources

Community Foundations of Florida: Listening for Charitable Opportunities

Publication date: 

Philanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. This advisor tool from Community Foundations of Florida offers tips for professional advisors on listening for charitable opportunities when meeting with clients.

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Resource Type

Philanthropy and the Social Economy: Blueprint 2016

Publication date: 

Philanthropy and the Social Economy: Blueprint 2016 is an annual industry forecast about the ways private resources are used for public benefit. 

  • Insight: Big Ideas that Matter for 2016
  • Foresight: Predictions for 2016
  • Buzzword Watch
  • Hindsight: Renovations to Previous Forecasts
  • Glimpses of the Future

Tips for Talking About Philanthropy

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Talk about philanthropy. Appreciate the value of giving. Chances are, your clients give. They already donate generously to their favorite causes in the community and around the world. As a professional advisor, you can help them streamline their giving and enjoy greater tax advantages. Your community foundation can help you do so.

CFF Summer Meeting Materials - 2016

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FPN community foundations members met for the Community Foundations of Florida Summer Meeting June 8-9, 2016 in Orlando, FL. Sessions included resources around peer learning exchange, Florida community foundation trends, Florida KIDS COUNT, LGBTQ giving circles and community funds and collective innovation.

Tips for Talking About Philanthropy


To learn more about how you can partner with a community foundation to help your clients achieve their financial, personal, or business goals, click here to find a community foundation in your area.