Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.


The Community Foundation of Sarasota County, Inc.

In 1979, seeing a need for a professional, dedicated organization to manage the charitable gifts provided by its clients, the board of the Southwest Florida Estate Planning Council sponsored the formation of a community foundation for all of Sarasota County. 

The Community Foundation of Sarasota County exists to enhance the community, meeting and identifying on-going needs through strategic philanthropy. With oversight of permanent charitable endowment funds, the Community Foundation is able to invest in areas that support or meet a private donor’s intentions, whether that be in the arts, human services, health, education, the environment, or other areas of concern.

The Community Foundation of Sarasota County offers many advantages over a private foundation with a highly favored tax position as all contributions made through the foundation are tax deductible as gifts to a 501 (c)(3) public charity. A donor can have a personal identity by setting up a named fund, or give to any existing fund. A donor may choose a specific area of charitable interest or allow the Community Foundation to meet changing community needs. Through an advised fund, a donor may even suggest the organization to which a gift might be made, and there are opportunities for continued management of a fund by a an established advisor. All fund types enjoy economies of scale, including reduced administrative costs and increased investment opportunities.

Members of the Council are urged to bring the unique advantages of the Community Foundation of Sarasota County to the attention of clients interested in using such a vehicle for financial, tax, and estate planning.

Further information may be obtained by contacting:


Betsy Pennewill, J.D., Corporal Counsel (betsy@cfsarasota.org) or

Marlo Turner, CFRE, Senior Vice President, Philanthropy (marlo@cfsarasota.org)

 

Community Foundation of Sarasota County 

2635 Fruitville Rd Sarasota, FL 34237

Phone: (941) 955-3000

 https://www.cfsarasota.org/


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