Ready, Set, Go Workshops 2025
Want Happier Clients? Start Talking About Charitable Giving

Want Happier Clients? Start Talking About Charitable Giving

Advisors often say their happiest clients are those who incorporate charitable giving into their financial and estate plans. Whether it’s a “chicken or the egg” situation—are happier people more likely… Read More


Planning Ahead: Why Early Charitable Giving in 2025 Matters

Planning Ahead: Why Early Charitable Giving in 2025 Matters

As the excitement of year-end giving fades and the new year begins, now is the perfect time to start talking to clients about planning their charitable contributions for 2025. While… Read More


Navigating the Changing Tax Landscape: What’s Next for Charitable Giving?

Navigating the Changing Tax Landscape: What’s Next for Charitable Giving?

As a new year begins, so does the possibility of potential legislative changes, including some that could impact charitable giving. Staying informed is a large part of your role in… Read More


If This, Then That: Your Charitable Planning Cheat Sheet

If This, Then That: Your Charitable Planning Cheat Sheet

Advisors frequently navigate complex financial scenarios with their clients, and charitable giving often presents unique opportunities for maximizing both impact and tax benefits. At the Athens Area Community Foundation, we’ve… Read More


QCDs: $105,000, $108,000, and More Things to Smile About

QCDs: $105,000, $108,000, and More Things to Smile About

For attorneys, CPAs, and financial advisors, the end of the year often brings a flurry of activity as you finalize clients’ charitable giving plans. In the midst of the hustle,… Read More


Navigating Charitable Strategies for Ultra-High-Net-Worth Families

Navigating Charitable Strategies for Ultra-High-Net-Worth Families

Charitable giving remains a crucial aspect of financial planning, especially for ultra-high-net-worth families. Many people with substantial wealth are passionate about philanthropy, and charitable contributions not only support causes that… Read More


What Now? Why the Election Won’t Immediately Change Tax Laws

What Now? Why the Election Won’t Immediately Change Tax Laws

With the 2024 election over, many people are wondering what will happen next, especially in terms of potential changes to tax laws. Of particular interest is the much-debated sunset of… Read More


Three Charitable Insights for Year-End Giving

Three Charitable Insights for Year-End Giving

As the year winds down and your schedule fills up, you may not have much time to dive deeply into every update about charitable giving. However, staying aware of a… Read More


A Look Back on Our Critical Role in Our Community

A Look Back on Our Critical Role in Our Community

As our staff planned for communication on National Community Foundation Week, we could not help but think back to an editorial we shared in November of 2020. What was true… Read More


Into the Great Unknown: How Election Outcomes Could Impact Charitable Giving

Into the Great Unknown: How Election Outcomes Could Impact Charitable Giving

As humans, we crave certainty, especially when it comes to planning for the future. However, certainty is in short supply right now, especially during election season when tax policies can… Read More