THE IMPACT OF YOUR INVESTMENT

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