If you’re in an advisory role, you’re probably already familiar with the One Big Beautiful Bill Act and how it can impact clients. You’ve probably read the updates and summaries… Read More
Charitable lead trusts are not exactly everyday planning tools. Many advisors may go years without a client situation that calls for one. Still, when the right facts line up, a… Read More
Advisors are used to the world of charitable giving changing, but something interesting is happening now. It’s changing in two distinct directions at one time. High-net-worth… Read More
Market uncertainty has a way of shifting client conversations. Even when portfolios remain solid, the tone often changes—questions become more cautious, and decisions feel more deliberate. For advisors,… Read More
There is a strong passion for volunteering out there, especially in the younger generations. In fact, nearly 80% of people between 12 and 25… Read More
The Athens Area Community Foundation is about giving, but we also focus on how important attorneys, accountants, and financial advisors are to the charitable landscape. As part of that, we… Read More
Community foundations have the privilege of working with individuals, families, and businesses who are deeply committed to supporting charitable causes. Across generations and backgrounds, philanthropy continues to play an important… Read More
Usually, when nonprofits talk about endowments, the focus is on their sustainability. Since endowments generate annual distributions, they provide predictable support that can help organizations deal with any unpredictable fundraising… Read More
Real estate is the largest asset class in the world, yet only a small percentage of charitable giving each year involves property. Many advisors and donors know it is possible… Read More
Last December, I was in an all-day training, ready to wrap up when the trainer’s final words made me sit up straighter. “We all have two gifts we can give,”… Read More