Sarasota Private Trust Company (SPTC) offers world-class advice in philanthropy and legacy planning. Our advisors assist in expanding your impact on the world by selecting the optimal strategy to further your family’s legacy while maximizing benefit to the causes most important to you and your loved ones. Our team has the expertise to integrate your philanthropic activities into your current wealth management strategy to create the perfect personalized experience for you.
Donor Services
SPTC is committed to helping you achieve your philanthropic ambitions. We educate donors and their families about various types of philanthropic vehicles to help them fully understand the immense significance of giving. Philanthropic planning is incorporated into the donor’s overall financial and estate plan. Our client’s goals are carefully considered to help maximize not only the impact of the gift but also its benefits to the donor. Assisting a donor in determining maximum tax efficiencies can ultimately give them the opportunity to grow their philanthropic contributions.
Foundation Services
SPTC offers services to both individuals and foundations, delivering a high level of expertise in the management of foundation assets. We assist our donors in creating new family foundations or refocusing existing ones to better achieve their goals. Our advisors will work with you to maximize the reach and influence of your family’s philanthropic work today and long into the future.
Highlighting a Partner Non-Profit
Tidewell Foundation
Tidewell Foundation is an independent charitable foundation that exists to provide perpetual philanthropic support to Tidewell Hospice and other Empath Health affiliates. Charitable contributions to Tidewell Foundation sustain and grow the critically important services provided through Empath’s Full Life continuum of care.
For over 40 years, Tidewell Hospice has made a profound impact on the lives of thousands of patients and families across Southwest Florida. Corporate partners like Sarasota Private Trust Company help support Tidewell’s mission of providing care for all.
Tidewell’s Board member, Dean Hautamaki, M.D., FCCP, FACP has played an active role in the Sarasota Medical Community since 1997. He serves as Chairman of Medicine and Co-Director of Critical Care at Sarasota Memorial Hospital and continues to actively teach as an assistant clinical professor at Florida State College of Medicine. Along with these roles, Dr. Hautamaki serves as a member of the Board of Advisors for Sarasota Private Trust Company.
The Foundation elevates this commitment, with a focus on brightening the lives of patients and families, by supporting home health services, unique therapeutic services such as massage and music therapy programs, and free community grief counseling, including the widely recognized Blue Butterfly grief program for children.
In 2023, Tidewell was instrumental in raising $800,000 for Charity Care, over $1.2 million for Community Greif Centers, $146,135 for Cardiac Care Programs in the Sarasota area, just to name a few.
The Foundation offers giving opportunities for annual, memorial, and planned gifts to support their mission. It also engages the community through events such as the annual Signature Luncheon held each Spring, and the Remembrance Walk in the Fall. Click Here to learn more about Tidewell Foundation.