Presented by Laurie Valentine, JD
This session will explore what a community foundation is; what a community foundation does; and how someone who wants to make a gift to charity can do that at a community foundation.
Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). In that position she serves as a charitable advisor on a variety of philanthropic and estate planning topics for donors and professional advisors. She also provides legal guidance to CFTB leadership and staff to ensure all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration.
In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017). Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.
THANK YOU TO OUR SPONSOR!
Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704