THE IMPACT
OF YOUR INVESTMENT
Specially prepared for Smith & Associates Real Estate Foundation
Dear Smith & Associates Real Estate Foundation, Your personal investments through the Community Foundation Tampa Bay over the years have made a significant impact in assisting a remarkable number of people and organizations I want to thank you for giving us the privilege of helping you shape your charitable giving. Through your passions, kindness and desire to positively affect causes that are important to you, together we can ensure that our community thrives, while also addressing the needs of our most vulnerable neighbors with innovative solutions. Your attention to giving back allows us to influence the lives of generations to come. This past year, a record $22.3 million in grants was awarded by the Community Foundation thanks to donors like you. Our foundation was built one donor at a time, one fund at a time. Your gifts demonstrate how every one of us can make a difference in the world by impacting one person, one cause, one community. Your generosity over the last year has empowered the Community Foundation Tampa Bay to make a difference in our community, region and beyond. We extend our deepest gratitude for your investment in our shared future. Sincerely,
Marlene Spalten President & CEO
MARLENE SPALTEN President & CEO mspalten@cftampabay.org 813.609.4853
HIGHLIGHTS & FUND ACTIVITY
BALANCE DONOR ADVISED FUND
ADVISORS ADVISORS
TIER 1
Non-endowed Advised
Ms. Katie Glaser
12/30/2020
Mr. Robert Glaser
ESTABLISHED BALANCE
Mr. Philip Price
$298,894
INVESTMENT PORTFOLIO - Long Term Pool
SUCCESSION
Mr. Miles Williams (Fund Advisors)
When no advisors are willing or able to make grant recommendations, unless otherwise stated in special instructions, any balance remaining will support CFTB's Community Endowment.
HIGHLIGHTS
Community Foundation Grantmaking Increases! Grant-making in 2021 was explosive, with both the average grant size and total dollars given supporting our community in positive ways.
FUND ACTIVITY- Calendar Year 2021 $350,000
$350,000 $298,894
$200,000 $40,814
$50,000
$Contributions
Grants
Fund Balance
cftampabay.org
YOUR IMPACT
YOUR COMPREHENSIVE LIFETIME GIVING: $56,714
Please feel free to contact me at any time. I can be reached by email and phone at dboyle@cftampabay.org or 813-609-4868. Denyve Boyle Director, Philanthropy
GRANT SUMMARY Lifetime Giving
THANK YOU
cftampabay.org 4300 W. Cypress St., Suite 700, Tampa, FL 33607 / 813-282-1975 110 Central Ave., St. Petersburg, FL 33701 / 727-777-5858